Excel Add-In for Vault CRM

Build 25.0.9434

ProductStrategies

Outlines strategic approaches for marketing or positioning a product.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product strategy record within the system.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the product strategy record.

Product Strategy String False

The name or title of the product strategy for display and reference.

Status String False

The current state of the product strategy, such as active, inactive, or draft.

Created By String True

The user who originally created the product strategy record.

Created Date Datetime True

The date and time when the product strategy record was created.

Last Modified By String True

The user who most recently modified the product strategy record.

Last Modified Date Datetime True

The date and time when the product strategy record was last updated.

Active Bool False

The flag indicating whether the product strategy is currently active.

Description String False

The full descriptive text or summary related to the product strategy.

Est. Shr Incr Double False

The estimated market share increase associated with implementing this strategy.

External ID String False

The identifier of the product strategy in an external system.

Strategy Type String False

The classification or category of the strategy, such as marketing or positioning.

Product Plan String False

The associated product plan that this strategy supports or is aligned with.

Owner String False

The user or team responsible for managing the product strategy record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

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Build 25.0.9434