InsightSquared 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 |
|
contactAddresses |
all related contact email addresses |
platform |
all |
|
contactRoleAddresses |
all related contact emails with roles |
platform |
SFDC |
|
partnerAddresses |
all related partner email addresses |
platform |
all |
|
name |
Account name |
external |
all |
|
opportunity names |
names of all related opportunities |
external |
all |
|
accountType |
the type of an account |
external |
all |
|
owner name |
the name of the owner |
external |
all |
|
owner email |
the email of the owner |
external |
all |
|
owner manager email |
the email of the account owner's manager |
external |
SFDC, Bullhorn |
|
team member addresses |
emails of team members |
external |
SFDC |
|
team member roles |
the roles of team members |
external |
SFDC |
|
website |
the url of the account website |
external |
all |
|
accountSource |
account source |
external |
SFDC |
|
billingCity |
external |
all |
|
|
billingCountry |
external |
all |
|
|
billingState |
external |
all |
|
|
industry |
account industry |
external |
all |
|
numberOfOpenOpportunities |
context |
all |
|
|
numberOfContacts |
context |
all |
|
|
numberOfPartners |
context |
all |
|
|
accountProducts |
Products for won opportunities |
context |
SFDC |
|
activeOpportunityProducts |
Products for open opportunities |
context |
SFDC |
Engagement Properties List
|
Field Name |
Type |
Source |
Supported CRMs |
|
lastTouchDate |
platform |
all |
|
|
lastInboundTouchDate |
platform |
all |
|
|
lastCRMUpdateDate |
platform |
all |
|
|
nextMeetingDate |
platform |
all |
|
|
NextMeetingSubject |
platform |
all |
|
|
firstMeetingDate |
platform |
all |
|
|
lastMeetingDate |
platform |
all |
|
|
lastMeetingSubject |
platform |
all |
|
|
numberOfMeetings |
platform |
all |
|
|
activityTotal |
platform |
all |
|
|
inboundMailTotal |
platform |
all |
|
|
outboundMailTotal |
platform |
all |
Campaign Properties List
|
Field Name |
Type |
Source |
Supported CRMs |
|
campaignNames |
name of participating campaigns |
platform |
SFDC |
|
parentCampaignNames |
name of campaign parents |
platform |
SFDC |
|
respondedCampaignNames |
name of responded participating campaigns |
platform |
SFDC |
|
respondedParentCampaignNames |
name of responded campaign parents |
platform |
SFDC |
|
CampaignTypes |
types of campaigns |
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 |
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