Skip to content

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

Contact Roles (contactRole)

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