ODBC Driver for Act! CRM

Build 26.0.9770

OpportunityProcessStages

Query and create stage definitions within an opportunity process.

Table Specific Information

Select

  • ProcessId supports the '=' operator.
  • Id supports the '=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Probability supports the '<=,<,=,!=,>,>=' operator.
The driver uses the Act! CRM API to process search criteria that refer to the supported fields. The driver processes other filters client-side within the driver. For example, the following queries are processed server side:
SELECT * FROM OpportunityProcessStages WHERE ProcessId = '12345'
SELECT * FROM OpportunityProcessStages WHERE ProcessId = '12345' AND Name = 'Initial Communication'

Insert

To insert a stage, you must specify the ProcessId, Name, and Description.

INSERT INTO OpportunityProcessStages (ProcessId, Name, Description) VALUES ('14758814-0f58-4cda-baff-1dec9be37b9b', 'Proposal Sent last', 'now')

Columns

Name Type ReadOnly Description
ProcessId [KEY] String False

The Id of the parent opportunity process.

Id [KEY] String True

Unique identifier of the stage.

Name String False

The name of the stage.

Description String False

A description of the stage.

Probability Integer False

The probability percentage associated with this stage.

Number Integer False

The order of this stage in the process lifecycle.

ProcessName String True

The name of the parent opportunity process.

ProcessDescription String True

The description of the parent opportunity process.

ProcessStatus String True

The status of the parent opportunity process.

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Build 26.0.9770