Question / Issue |
|
DataPlus 4.0 for Fishbowl - Opportunity Settings |
Answer / Solution |
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PROGRAM: DataPlus 4.0 for Fishbowl - Opportunity Settings
Opportunity Import |
Type |
Key |
Value |
opportunity |
import |
false | |
Opportunity Start Date |
Type |
Key |
Value |
opportunity |
startdate |
01/01/2000 | |
Opportunity Process |
Type |
Key |
Value |
process |
default |
ACT! Sales Cycle | |
Days |
Type |
Key |
Value |
status |
days |
60 | |
Estimate Settings |
Type |
Key |
Value |
stage |
estimate |
Presentation |
status |
estimate |
Open |
probability |
estimate |
30 |
reason |
estimate |
Estimate expired | |
Issued Settings |
Type |
Key |
Value |
stage |
issued |
Negotiation |
status |
issued |
Open |
probability |
issued |
60 |
reason |
issued |
Issued | |
In Progress Settings |
Type |
Key |
Value |
stage |
inprogress |
Commitment to Buy |
status |
inprogress |
Open |
probability |
inprogress |
80 |
reason |
inprogress |
In Progress | |
Fulfilled Settings |
Type |
Key |
Value |
stage |
fulfilled |
Sales Fulfilled |
status |
fulfilled |
Won |
probability |
fulfilled |
100 |
reason |
fulfilled |
Transaction closed fulfilled | |
Closed Short Settings |
Type |
Key |
Value |
stage |
closedshort |
Sales Fulfilled |
status |
closedshort |
Won |
probability |
closedshort |
100 |
reason |
closedshort |
Transaction closed short | |
Voided Settings |
Type |
Key |
Value |
stage |
void |
Negotiation |
status |
void |
Lost |
probability |
void |
0 |
reason |
void |
Transaction Voided | |
Product |
Type |
Key |
Value |
opportunity_cost |
display |
false | | |