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 |
|
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 |
platform |
all |
|
|
numberOfContacts |
platform |
all |
|
|
numberOfPartners |
platform |
all |
|
|
numberOfOpportunityPushes |
count of times an opportunity is pushed |
platform |
all |
|
activityTotal |
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 |
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 |
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 |
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