Opportunity Fields

Intelligence automatically maps in a set of default fields from source CRMs, as well as calculates default "context" properties for related records. Here's a list of what is available, and for which CRMs.

Field Name	Type	Source	Supported CRMs
externalId	external ID of record	external	all
title	Display title in platform	external	all
activityDate	date created	platform	all
sourceCreatedDate	date created	platform	all
contactAddresses	all related contact email addresses	platform	all
partnerAddresses	all related partner email addresses	platform	all
contactRoles	all related contact roles	platform	SFDC
amount	the primary amount of the opportunitiy	external	all
currencyIsoCode	the currency type of the opportunity	external	SFDC
createdDate	date created	platform	all
closeDate	date closed	external	all
closedOnDate	the date an opportunity is closed	platform	all
stageName	the stage of an opportunity	external	all
opportunityStatus	open/lost/won	platform	all
type	the type of an opportunity	external	all
owner name	the name of the owner	external	all
owner email	the email of the owner	external	all
ownerIsActive	is the owner an active rep	external	SFDC
relatedToPlatformUser	is the owner a platform user	platform	all
ownerRole	the role of the owner	external	SFDC
website	the website of the account	external	SFDC/Hubspot
accountName	the name of the account	external	all
probabilityPercentage	% of the stage	external	SFDC/Hubspot
isWon	is the opportunity won	external	all
isClosed	is the opportunity closed	external	all
forecastCategoryName	the name of the current forecast category	external	SFDC
leadSource	the lead source of the opportunity		SFDC/Hubspot
nextStep	what is the current next step	external
date entered stage	when did the opp enter the current stage	platform	all
lastCRMUpdateDate	see docs	platform	all
numberOfContacts	see docs	platform	all
numberOfPartners	see docs	platform	all
numberOfOpportunityPushes	count of times an opportunity is pushed	platform	all
activityTotal	see docs	platform	all
pipelineInsights	stalled/over invested/under invested	platform	all
teamMemberAddresses	emails of team members	external	SFDC
confidenceToClose	Machine Learning % chance this opportunity will be won	platform	all
idealCustomerProfile	Machine Learning % match to ideal customer	platform	all
predictedCoseDate	Machine Learning Target Opportunity Close D Ate	platform	all
deal age at close	how long did it take to close
winRate	used for win rate calculations	platform	all
funnelStage	early/mid/late	platform	all

Engagement Properties List

Field Name	Type	Source	Supported CRMs
lastTouchDate	see docs	platform	all
lastInboundTouchDate	see docs	platform	all
lastCRMUpdateDate	see docs	platform	all
nextMeetingDate	see docs	platform	all
NextMeetingSubject	see docs	platform	all
firstMeetingDate	see docs	platform	all
lastMeetingDate	see docs	platform	all
lastMeetingSubject	see docs	platform	all
numberOfMeetings	see docs	platform	all
activityTotal	see docs	platform	all
inboundMailTotal	see docs	platform	all
outboundMailTotal	see docs	platform	all

Campaign Properties List

Field Name	Type	Source	Supported CRMs
campaignNames		platform	SFDC
parentCampaignNames		platform	SFDC
respondedCampaignNames		platform	SFDC
respondedParentCampaignNames		platform	SFDC
CampaignTypes		platform	SFDC
respondedCampaignTypes		platform	SFDC
numberOfCampaigns		platform	SFDC
numberOfCampaignMembers		platform	SFDC
numberOfRespondedCampaigns		platform	SFDC
firstCampaign Name		platform	SFDC
firstCampaignDate		platform	SFDC
firstRespondedCampaignName		platform	SFDC
firstRespondedCampaignDate		platform	SFDC
lastCampaign Name		platform	SFDC
lastRespondedCampaignDate		platform	SFDC
lastRespondedCamp		platform	SFDC
equalTouchAttibutionAmount	equal touch amount split
respondedEqualTouchAttributionAmount

Opportunity Fields

Engagement Properties List

Campaign Properties List

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