opportunities
Sales opportunities with probability and revenue forecasting.
Status codes
| Status | Activity | ID | Color |
|---|---|---|---|
| Unevaluated | DRAFT | 0 | green |
| Eligible | DRAFT | 1 | green |
| Feedback required | OPEN | 2 | orange |
| In negotation | OPEN | 3 | orange |
| Offered | OPEN | 4 | orange |
| Accepted | CLOSED | 5 | black |
| Rejected | CLOSED | 6 | black |
| Name | Type | Nullable | Default Value | Notes |
|---|---|---|---|---|
PKID | integer | Opportunity ID | ||
fork forks.ID | integer | Fork ID (`null` for base module) | ||
ownergroup groups.ID | integer | Owner group ID (`null`=PUBLIC) | ||
creator | integer | Creator user ID (defaults to authenticated user on creation) | ||
assigneduser users.ID | integer | Assigned user ID | ||
creationdate | bigint | date_part('epoch', now()) | Creation date and time as a Unix timestamp (defaults to current date and time on creation) | |
lastmodified | bigint | date_part('epoch', now()) | Last modification date and time as a Unix timestamp (auto-reset on modification) | |
account accounts.ID | integer | Account ID | ||
contact contacts.ID | integer | Contact ID | ||
campaign campaigns.ID | integer | Campaign ID | ||
visibility | smallint | 0 | Visibility (`0`=REGULAR, `1`=ARCHIVED, `2`=DELETED) | |
name | text | Name | ||
opportunitynum | text | '' | Opportunity number | |
date | bigint | EXTRACT(epoch FROM now()) | Designated date and time as a Unix timestamp (defaults to current date and time on creation) | |
duedate | bigint | Due date as a Unix timestamp | ||
status | smallint | 0 | Status (`0`=UNEVALUATED, `1`=ELIGIBLE, `2`=FEEDBACKREQUIRED, `3`=INNEGOTIATION, `4`=OFFERED, `5`=ACCEPTED, `6`=REJECTED) | |
priority | smallint | 2 | Priority (`0`=LOWEST, `1`=LOW, `2`=MEDIUM, `3`=HIGH, `4`=HIGHEST) | |
probability | smallint | 0 | Probability of success in percent; must be `100` for ACCEPTED | |
worstcase | double precision | 0 | Worst-case monetary outcome | |
mostlikely | double precision | 0 | Most likely monetary outcome | |
upside | double precision | 0 | Upside monetary outcome | |
description | text | '' | Detailed general description |
| Name | Unique | Nulls Distinct | Primary | Partial | Method | Keys |
|---|---|---|---|---|---|---|
| fk_opportunities_account | btree | account | ||||
| fk_opportunities_assigneduser | gin | assigneduser | ||||
| fk_opportunities_campaign | btree | campaign | ||||
| fk_opportunities_contact | btree | contact | ||||
| fk_opportunities_fork | gin | fork | ||||
| fk_opportunities_ownergroup | gin | ownergroup | ||||
| i_opportunities_date | btree | date | ||||
| i_opportunities_nofork | gin | fork | ||||
| i_opportunities_noowner | gin | ownergroup | ||||
| pk_opportunities | btree | ID | ||||
| s_opportunities_name | gin | name | ||||
| s_opportunities_opportunitynum | gin | opportunitynum |
| Name | Type |
|---|---|
| c_opportunities_probability | check |
| dc_opportunities_description | check |
| dc_opportunities_mostlikely | check |
| dc_opportunities_name | check |
| dc_opportunities_opportunitynum | check |
| dc_opportunities_priority | check |
| dc_opportunities_probability | check |
| dc_opportunities_status | check |
| dc_opportunities_upside | check |
| dc_opportunities_visibility | check |
| dc_opportunities_worstcase | check |
| fk_opportunities_account | foreign_key |
| fk_opportunities_assigneduser | foreign_key |
| fk_opportunities_campaign | foreign_key |
| fk_opportunities_contact | foreign_key |
| fk_opportunities_fork | foreign_key |
| fk_opportunities_ownergroup | foreign_key |
| pk_opportunities | primary_key |
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