Cmdlets for Vault CRM

Build 25.0.9434

OpportunityTeamMembers

Lists users assigned to work collaboratively on an opportunity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the opportunity team member record, used to reference and index the team member within the system.

Opportunity Team Member Type String True

The type or category of the team member in the context of the opportunity, such as 'Sales', 'Manager', 'Support', or 'Partner', which helps define their role and involvement.

Global ID String True

A globally unique identifier assigned to the opportunity team member, ensuring consistency and uniqueness across different systems or databases.

Link String False

A hyperlink that directs to the opportunity team member's details or related content, allowing for easy access to more comprehensive information about their involvement.

Opportunity Team Member Name String True

The name of the individual or group serving as a team member for the opportunity, typically used to track and identify the person responsible.

Status String False

The current status of the opportunity team member, such as 'Active', 'Inactive', or 'Assigned', reflecting their engagement in the opportunity.

Created By String True

The user or system responsible for creating the opportunity team member record, ensuring accountability and traceability for the initiation of the team member's involvement.

Created Date Datetime True

The timestamp when the opportunity team member record was created, providing a reference point for the initiation of their role in the opportunity.

Last Modified By String True

The user or system that last modified the opportunity team member record, allowing tracking of changes or updates made to the team member's status or role.

Last Modified Date Datetime True

The timestamp of the last modification made to the opportunity team member record, providing an audit trail for when changes occurred.

Mobile ID String False

A unique identifier for the mobile device associated with the team member's interactions or access to the opportunity data, tracking mobile engagement.

Opportunity String False

The opportunity associated with this team member, linking their role and actions to the larger sales or business opportunity being tracked.

Role String False

The specific role or function the team member plays in the opportunity, such as 'Lead', 'Support', 'Coordinator', or 'Manager', indicating their responsibilities.

User String False

The user ID or name associated with this team member, linking the individual to their user account or profile within the system.

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Build 25.0.9434