Opportunities
Tracks sales opportunities or deals under consideration in the CRM pipeline.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
A unique identifier for the opportunity record within the system, used for referencing and indexing. |
| Opportunity Type | String | True |
The type or category of the opportunity, such as 'New Business', 'Renewal', or 'Upsell', helping to classify the nature of the opportunity. |
| Global ID | String | True |
A globally unique identifier assigned to the opportunity, ensuring consistency and uniqueness across different systems. |
| Link | String | False |
A hyperlink that points to the opportunity record or related content, providing quick access to more detailed information. |
| Opportunity Name | String | False |
The name or title of the opportunity, used as the primary identifier for the opportunity in user-facing interfaces. |
| Status | String | True |
The current status of the opportunity, such as 'Open', 'Closed-Won', or 'Closed-Lost', indicating its current progress or outcome. |
| Created By | String | True |
The user or system responsible for creating the opportunity record, ensuring traceability and accountability. |
| Created Date | Datetime | True |
The timestamp when the opportunity was created, offering historical context for the record. |
| Last Modified By | String | True |
The user or system that last modified the opportunity record, helping track changes and updates. |
| Last Modified Date | Datetime | True |
The timestamp of the last modification made to the opportunity, providing a reference point for recent changes. |
| Lifecycle | String | True |
The overall lifecycle stage of the opportunity, such as 'Prospecting', 'Negotiation', or 'Closed', reflecting its current position in the sales process. |
| Lifecycle State | String | True |
The specific state within the lifecycle of the opportunity, such as 'Qualified', 'In Progress', or 'Won', showing more granular progress. |
| Lifecycle State Stage ID | String | True |
A unique identifier for the stage within the lifecycle state, used to reference specific points in the opportunity's progress. |
| Lifecycle Stage | String | True |
The broader stage of the lifecycle, such as 'Initial Contact', 'Proposal', or 'Negotiation', categorizing the opportunity's major phases. |
| Account | String | False |
The name or identifier of the account associated with the opportunity, linking the opportunity to the relevant organization. |
| Account Plan | String | False |
The specific account plan associated with the opportunity, outlining strategies or actions for the account's growth or engagement. |
| Address | String | False |
The address related to the opportunity, potentially the account's location or the location of the business interaction. |
| Close Date | Date | False |
The estimated or actual date when the opportunity is expected to close, representing the final stage of the sales process. |
| Person | String | False |
The primary individual contact associated with the opportunity, typically the decision-maker or point of contact for the account. |
| Country | String | False |
The country associated with the opportunity, which could represent the location of the account or the market region for the sale. |
| External ID | String | False |
A unique identifier from an external system, used for integration or referencing the opportunity in other databases or platforms. |
| Lost to (Competitor) | String | False |
The competitor to whom the opportunity was lost, providing insights into competitive positioning and areas for improvement. |
| Lost to (Product) | String | False |
The product or solution that caused the loss of the opportunity, offering data on product competitiveness and customer preferences. |
| Mobile ID | String | False |
A unique identifier for the mobile device used for accessing or interacting with the opportunity record, helpful for tracking mobile engagement. |
| Notes | String | False |
Additional comments or notes regarding the opportunity, providing further context or details not captured in other fields. |
| Owner | String | False |
The user or team responsible for managing the opportunity, ensuring accountability and proper management throughout its lifecycle. |
| Probability | Double | False |
The likelihood, expressed as a percentage, of the opportunity being closed successfully, aiding in forecasting and prioritization. |
| Product | String | False |
The product or products associated with the opportunity, representing what is being offered to the customer. |
| Reason Lost | String | False |
The reason why the opportunity was lost, which can be used for analysis to improve future opportunities and strategies. |
| Source | String | False |
The origin of the opportunity, such as 'Referral', 'Cold Call', or 'Web Inquiry', helping to track the effectiveness of lead generation channels. |
| Start Date | Date | False |
The date when the opportunity was first identified or entered into the system, marking the start of the sales cycle. |
| Territory | String | False |
The sales territory associated with the opportunity, determining the geographical or organizational area responsible for the opportunity. |
| Total Amount | Decimal | False |
The total monetary value of the opportunity, representing the full potential revenue from the sale if successfully closed. |
| Total Amount Corp | Decimal | True |
The total monetary value of the opportunity as recorded in the corporate accounting system, which may be subject to currency or exchange rate adjustments. |
| Local Currency | String | False |
The currency in which the opportunity's total amount is expressed, important for multi-currency organizations or global sales. |
| Total Quantity | Decimal | False |
The total quantity of products or services associated with the opportunity, used for tracking volume-based sales. |
| Days Open | Decimal | True |
The number of days the opportunity has been open, providing an indicator of the sales cycle length and the time it has been in progress. |
| Weighted Amount | Decimal | True |
The weighted value of the opportunity, adjusted based on the probability of closing, helping to forecast potential revenue. |
| Previous State | String | False |
The prior lifecycle state of the opportunity, useful for tracking changes in status and understanding the opportunity's journey. |
| Campaign | String | False |
The marketing or sales campaign that the opportunity is associated with, used to track the effectiveness of targeted initiatives. |