Import Matrix: Opportunities
Technical Documentation
Available Fields
Actual Close Date
Company Name
Competitors
Date Converted
Description
Division
Due Date of Estimate
Estimate Opportunity
Folder
Forecasted Close Date
GL Company
Labor
Margin
Media
Media Margin Pct
Months
Next Steps
Opportunity ID
Opportunity Name
Opportunity Owner
Outcome
Outcome Description
Primary Contact
Probability
Product
Production
Production Margin Pct
Project Type
Revenue
Stage
Start Date
Status
Sub Amount
Matrix
Field Name |
Key Field |
Required |
Valid Values |
Table Validation |
Table |
Field Validation |
Comments |
Primary Contact |
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See Comments |
Yes |
Contacts |
“Full Name” (First Name +” “+Last Name |
If this field is not blank then the “Full Name” of the Contact must exist for the Company |
Company Name |
Yes |
Yes |
Must be a valid Company Name |
Yes |
Company |
Company Name |
Company Name+Opportunity Name+Opporunity Owner make up the key field |
Competitors |
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Date Converted |
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Must be a valid date format |
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Description |
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Due Date of Estimate |
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Must be a valid date format |
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Estimate Opportunity |
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Folder |
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See Comments |
Yes |
Transaction Preferences |
Use Opportunity Folders |
If “Use Opportunity Folders” is Yes, then Valid Values for Folder is Blank or an existing Opportunity Folder Name |
Forecasted Close Date |
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Must be a valid date format |
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Margin |
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Numeric |
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Media |
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Numeric |
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Media Margin Pct |
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Numeric |
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Next Steps |
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Opportunity Name |
Yes |
Yes |
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Company Name+Opportunity Name+Opporunity Owner make up the key field |
Opportunity Owner |
Yes |
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Yes |
Employee |
Full Name (First Name+” “+Last Name) |
Company Name+Opportunity Name+Opporunity Owner make up the key field |
Outcome |
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See Comments |
Yes |
Opportunity Outcomes |
Outcome |
If this field is not blank then a valid Outcome must exist in the Opportunity Outcome table |
Outcome Description |
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Actual Close Date |
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Must be a valid date format |
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Probability |
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Numeric |
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Production |
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Numeric |
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Production Margin Pct |
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Numeric |
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Project Type |
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See Comments |
Yes |
Project Types |
Project Type |
If this field is not blank then a valid Project Type must exist in the Project Types table |
Revenue |
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Numeric |
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Stage |
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Yes |
Valid Stage |
Yes |
Opportunity Stages |
Stage |
A valid Stage must exist in the Opportunity Stage table |
Start Date |
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Must be a valid date format |
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Status |
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Yes |
Valid Status |
Yes |
Opportunity Status Settings |
Status |
A valid Status must exist in the Opportunity Status Settings table |
Sub Amount |
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Numeric |
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WWP Budget |
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Yes No |
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WWP Budget Comment |
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WWP Decision Makers |
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Yes No |
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WWP Decision Markers Comment |
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WWP Need Supply |
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Yes No |
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WWP NeedSupply Comment |
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WWP Timeline |
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Yes No |
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WWP Timeline Comment |
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