Opportunity
Business opportunity with stages and probability.
Basic Fields
| Field |
Type |
Description |
name |
varchar |
Opportunity name (required) |
amount |
currency |
Deal value (required) |
amountConverted |
currencyConverted |
Converted value |
amountWeightedConverted |
float |
Weighted value |
Stage and Probability
| Field |
Type |
Description |
stage |
enum |
Stage (required) |
probability |
int |
Probability (0-100) |
lastStage |
enum |
Previous stage |
closeDate |
date |
Close date (required) |
Source
| Field |
Type |
Description |
leadSource |
enum |
Lead source |
System Fields
| Field |
Type |
Description |
description |
text |
Description |
lastActivity |
datetime |
Last activity |
assignedUserId |
link |
Assigned user |
teamsIds |
linkMultiple |
Teams |
Stages (stage)
| Value |
Probability |
Style |
Prospecting |
10% |
info |
Qualification |
20% |
default |
Proposal |
50% |
primary |
Negotiation |
80% |
warning |
Closed Won |
100% |
success |
Closed Lost |
0% |
danger |
| Value |
Description |
| `` |
(none) |
Decision Maker |
Decision Maker |
Evaluator |
Evaluator |
Influencer |
Influencer |
Relationships
| Relationship |
Target Entity |
Type |
account |
Account |
belongsTo |
contact |
Contact |
belongsTo |
contacts |
Contact |
hasMany (with role) |
campaign |
Campaign |
belongsTo |
originalLead |
Lead |
hasOne |
meetings |
Meeting |
hasChildren |
calls |
Call |
hasChildren |
tasks |
Task |
hasChildren |
emails |
Email |
hasChildren |
documents |
Document |
hasMany |
quotes |
Quote |
hasMany |