sales_opportunities_v1
Sales opportunity captures details of a potential customer and their journey from initial enquiry through to placing their first order.
| Column | Data type | Description |
|---|---|---|
| id | NUMBER(38,0) | The unique identifier of the sales opportunity. |
| reference | VARCHAR(80) | The reference of the sales opportunity inputted as free text. |
| status | VARCHAR(50) | The status of the sales opportunity that identifies if the sales opportunity is 'Open', 'On Hold', 'Completed - Won' or 'Completed - Lost'. |
| stage | VARCHAR(100) | The stage of the sales opportunity. Stage provides further granularity of sales opportunity progress through its lifecycle. The list of stages is defined by customer (tenant) in administration panel. |
| probability | VARCHAR(100) | The probability of the sales opportunity is an estimated chance of winning the deal. The list of probabilities is defined by customer (tenant) in administration panel. |
| created_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of sales opportunity creation. |
| deleted_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of sales opportunity deletion. |
| closed_at | TIMESTAMP_TZ(9) | DEPRECATED: Please use due_at column. The timestamp with time zone offset when the sales opportunity is due to be completed. |
| due_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset when the sales opportunity is due to be completed. |
| completion_note | VARCHAR(6000) | The completion details of the sales opportunity. |
| note | VARCHAR(6000) | The notes of the sales opportunity. |
| owner_name | VARCHAR(100) | The owner of the sales opportunity. |
| flag | VARCHAR(100) | The current flag applied to the sales opportunity. The flag is a marker or label used to categorise, prioritise, or highlight specific sales opportunities. |
| flag_colour | VARCHAR(40) | The textual representation of the current flag colour set in the flag definition settings. |
| flag_comment | VARCHAR(2000) | Additional comments or notes associated with the current flag. |
| flag_date | TIMESTAMP_TZ(9) | The timestamp with the timezone offset of when the current flag was set to take effect. |
| flag_owner | VARCHAR(100) | The person responsible for setting or managing a flag. It is used to assign ownership and accountability for flagged items. |
| contact | VARCHAR(256) | The contact of the sales opportunity. |
| contact_group | VARCHAR(100) | The group of the contact of the sales opportunity. |
| parent_contact | VARCHAR(256) | The parent contact of the sales opportunity. |
| contact_person | VARCHAR(256) | The contact person of the sales opportunity. |
| geolocation_latitude | FLOAT | The geolocation latitude of the sales opportunity contact. This is the latitude of the centroid of the shape describing contact location on the map. |
| geolocation_longitude | FLOAT | The geolocation longitude of the sales opportunity contact. This is the longitude of the centroid of the shape describing contact location on the map. |
| geolocation | VARCHAR(64) | The geolocation of the sales opportunity contact. This is textual format concatenating geolocation_latitude and geolocation_longitude joined with comma. |
| subject | VARCHAR(100) | The subject of the sales opportunity. |
| currency | VARCHAR(3) | ISO 4217 currency code of the sales opportunity. |
| cost | NUMBER(10,2) | The cost of the sales opportunity in the currency defined in the 'currency' column. |
| cost_GBP | NUMBER(10,2) | The cost of the sales opportunity converted into GBP based on the exchange rate on the day that the sales opportunity is created. |
| total_net_amount | NUMBER(10,2) | Total net amount of the sales opportunity in the currency defined in the 'currency' column. |
| total_net_amount_GBP | NUMBER(10,2) | Total net amount of the sales opportunity converted into GBP based on the exchange rate on the day that the sales opportunity is created. |
| total_gross_amount | NUMBER(10,2) | Total gross amount of the sales opportunity in the currency defined in the 'currency' column. |
| total_gross_amount_GBP | NUMBER(10,2) | Total gross amount of the sales opportunity converted into GBP based on the exchange rate on the day that the sales opportunity is created. |
| profit | NUMBER(11,2) | The profit of the sales opportunity in the currency defined in the 'currency' column. |
| profit_GBP | NUMBER(10,2) | The profit of the sales opportunity converted into GBP based on the exchange rate on the day that the sales opportunity is created. |
| margin | NUMBER(10,2) | The margin of the sales opportunity. |
| _contact_id | NUMBER(38,0) | The identifier of the contact associated with the sales opportunity. |
| _last_sync_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of when the sales opportunity record was last refreshed. |