Load Opportunities (OPT)
Possible fields to be loaded into RamBase are listed in the Field column in the following table. The other columns in this table provide additional information about each field.
|
Field |
Required |
Length |
Example |
Description |
|---|---|---|---|---|
|
OWNER |
Y |
|
1000 |
PID reference to the owner of the opportunity |
|
TITLE |
Y |
|
|
The title of the opportunity |
|
ASSIGNEE |
|
|
1010 |
PID reference to the person this opportunity is assigned to. |
|
CNTEXTID |
|
|
|
Contact id in the external system. |
|
CNTNO |
|
|
100000 |
Contact id in RamBase. |
|
CONTRACTLENGTH |
|
|
|
Number of months with recurring value |
|
CUSEXTID |
|
|
|
Customer id in the external system. |
|
CUSNO |
|
|
100000 |
Customer id in RamBase. |
|
EXPECTEDCLOSEDATE |
|
|
20210531 |
The date when you expect the deal to be closed (YYYYMMDD). |
|
ONETIMEREVENUE |
|
|
|
The value of startup/creation of the opportunity. |
|
OPSNAME |
|
|
|
Case sensitive - The stage this opportunity is currently in. Reference to OPS archive Name. |
|
OPSNO |
|
|
|
The stage this opportunity is currently in. Reference to OPS archive NO. |
|
PROBABILITY |
|
|
10 |
The probability of winning this opportunity in percentage. |
|
RECURRINGREVENUE |
|
|
12000 |
Monthly recurring value of the opportunity. |
|
SOURCE |
|
|
|
The source of this Opportunity/lead. Must be given as the numerical value for option (not as text). |
|
VALUE |
|
|
120000 |
The value of this opportunity. |