Cmdlets for Vault CRM

Build 25.0.9434

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.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9434