Diagrams

Table

Opportunity Entry

DynamicsDocs.comOpportunity Entry«Table 5093»Opportunity EntryEntry No. [PK]Opportunity No.Sales Cycle CodeSales Cycle StageContact No.Contact Company No.Salesperson CodeCampaign No.Date of ChangeActiveDate ClosedDays OpenAction Taken; [,Next,Previous,Updated,...Estimated Value [LCY]Calcd. Current Value [LCY]Completed %Chances of Success %Probability %Close Opportunity CodePrevious Sales Cycle StageEstimated Close DateWizard Step; [,1,2,3,4,5,6]Cancel Old To DoAction Type; [,First,Next,Previous,Ski...Sales Cycle Stage Description«Table 5080»To-doNo. [PK]Team CodeSalesperson CodeCampaign No.Contact No.Opportunity No.Segment No.Type; [,Meeting,Phone Call]Date [NN]Status; [Not Started,In Progress,Compl...Priority; [Low,Normal,High]DescriptionClosedDate ClosedNo. SeriesCommentCanceledContact NameTeam NameSalesperson NameCampaign DescriptionContact Company No.Contact Company NameRecurringRecurring Date IntervalCalc. Due Date From; [,Due Date,Closin...Opportunity DescriptionStart TimeDurationOpportunity Entry No.Last Date Modified...«Table 5092»OpportunityNo. [PK]DescriptionSalesperson CodeCampaign No.Contact No.Contact Company No.Sales Cycle CodeSales Document No.Creation DateStatus; [Not Started,In Progress,Won,L...Priority; [Low,Normal,High]ClosedDate ClosedNo. SeriesCommentCurrent Sales Cycle StageEstimated Value [LCY]Probability %Calcd. Current Value [LCY]Chances of Success %Completed %Contact NameContact Company NameSalesperson NameCampaign DescriptionSegment No.Estimated Closing DateSales Document Type; [,Quote,Order,Pos...No. of InteractionsWizard Step; [,1,2,3,4,5,6]Activate First Stage...«Table 5090»Sales CycleCode [PK,NN]DescriptionProbability Calculation; [Multiply,Add...BlockedNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]CommentDate Filter«Table 5091»Sales Cycle StageSales Cycle Code [PK,NN]Stage [PK,NN]DescriptionCompleted %Activity CodeQuote RequiredAllow SkipCommentNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Average No. of DaysDate FilterDate Formula«Table 5050»ContactNo. [PK]NameSearch NameName 2AddressAddress 2CityPhone No.Telex No.Territory CodeCurrency CodeLanguage CodeSalesperson CodeCountry/Region CodeCommentLast Date ModifiedFax No.Telex Answer BackVAT Registration No.PicturePost CodeCountyE-MailHome PageNo. SeriesImageType; [Company,Person]Company No.Company NameLookup Contact No.First Name...«Table 13»Salesperson/PurchaserCode [PK,NN]NameCommission %ImageGlobal Dimension 1 CodeGlobal Dimension 2 CodeE-MailPhone No.Next To-do DateNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Date FilterNo. of InteractionsCost [LCY]Duration [Min.]Job TitleAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterAvg. Estimated Value [LCY]Avg.Calcd. Current Value [LCY]Contact FilterContact Company FilterCampaign FilterEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterTo-do Status Filter; [Not Started,In P......«Table 5071»CampaignNo. [PK]DescriptionStarting DateEnding DateSalesperson CodeCommentLast Date ModifiedNo. SeriesGlobal Dimension 1 CodeGlobal Dimension 2 CodeStatus CodeTarget Contacts ContactedContacts RespondedDuration [Min.]Cost [LCY]No. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Date FilterAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterContact FilterContact Company FilterEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterTo-do Status Filter; [Not Started,In P...To-do Closed Filter...«Table 5094»Close Opportunity CodeCode [PK,NN]DescriptionNo. of OpportunitiesType; [Won,Lost]<Opportunity No.><Sales Cycle Code><Sales Cycle Stage><Previous Sales Cycle Stage><Contact No.><Contact Company No.><Salesperson Code><Campaign No.><Close Opportunity Code><Opportunity Entry No.><Salesperson Code><Completed By><Campaign No.><Contact No.><Contact Company No.><Opportunity No.><Organizer To-do No.><Salesperson Code><Campaign No.><Contact No.><Contact Company No.><Sales Cycle Code><Sales Cycle Filter><Sales Cycle Filter><Sales Cycle Filter><Sales Cycle Code><Sales Cycle Stage Filter><Sales Cycle Stage Filter><Sales Cycle Stage Filter><Salesperson Code><Salesperson Filter><Contact Filter><Contact Company Filter><Company No.><Lookup Contact No.><Campaign Filter><Contact Filter><Contact Company Filter><Close Opportunity Filter><Campaign Filter><Salesperson Code><Salesperson Filter><Close Opportunity Filter><Close Opportunity Filter>

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Fields

# Name Type
1 Entry No. (Entry No.) Integer
2 Opportunity No. (Opportunity No.) Code20
3 Sales Cycle Code (Sales Cycle Code) Code10
4 Sales Cycle Stage (Sales Cycle Stage) Integer
5 Contact No. (Contact No.) Code20
6 Contact Company No. (Contact Company No.) Code20
7 Salesperson Code (Salesperson Code) Code10
8 Campaign No. (Campaign No.) Code20
9 Date of Change (Date of Change) Date
10 Active (Active) Boolean
11 Date Closed (Date Closed) Date
12 Days Open (Days Open) Decimal (0:0)
13 Action Taken (Action Taken) Option
14 Estimated Value (LCY) (Estimated Value (LCY)) Decimal
15 Calcd. Current Value (LCY) (Calcd. Current Value (LCY)) Decimal
16 Completed % (Completed %) Decimal (0:0)
17 Chances of Success % (Chances of Success %) Decimal (0:0)
18 Probability % (Probability %) Decimal (0:0)
19 Close Opportunity Code (Close Opportunity Code) Code10
20 Previous Sales Cycle Stage (Previous Sales Cycle Stage) Integer
21 Estimated Close Date (Estimated Close Date) Date
9501 Wizard Step (Wizard Step) Option Editable: No
9502 Cancel Old To Do (Cancel Old To Do) Boolean
9503 Action Type (Action Type) Option
9504 Sales Cycle Stage Description (Sales Cycle Stage Description) Text50

Keys

# Fields
0 Entry No. (Entry No.) Clustered: Yes
1 Opportunity No. (Opportunity No.)
2 Contact Company No.,Contact No.,Active (Contact Company No.,Contact No.,Active)
3 Campaign No.,Active (Campaign No.,Active)
4 Active,Sales Cycle Code,Sales Cycle Stage,Estimated Close Date (Active,Sales Cycle Code,Sales Cycle Stage,Estimated Close Date)
5 Active,Opportunity No. (Active,Opportunity No.)
6 Active,Salesperson Code,Date of Change (Active,Salesperson Code,Date of Change)
7 Active,Salesperson Code,Estimated Close Date,Action Taken,Sales Cycle Code,Sales Cycle Stage,Completed %,Probability %,Contact No.,Contact Company No.,Campaign No.,Chances of Success %,Estimated Value (LCY),Calcd. Current Value (LCY),Close Opportunity Code (Active,Salesperson Code,Estimated Close Date,Action Taken,Sales Cycle Code,Sales Cycle Stage,Completed %,Probability %,Contact No.,Contact Company No.,Campaign No.,Chances of Success %,Estimated Value (LCY),Calcd. Current Value (LCY),Close Opportunity Code) MaintainSIFTIndex: No
8 Close Opportunity Code (Close Opportunity Code)

Table Relations To Other Tables

Field Related Table Related Field
Campaign No. (Campaign No.) Campaign No. (No.) 1..n
Close Opportunity Code (Close Opportunity Code) Close Opportunity Code () 1..n
Contact Company No. (Contact Company No.) Contact () 1..n
Opportunity No. (Opportunity No.) Opportunity No. (No.) 1..n
Sales Cycle Code (Sales Cycle Code) Sales Cycle Code (Code) 1..n
Previous Sales Cycle Stage (Previous Sales Cycle Stage) Sales Cycle Stage Stage (Stage) 1..n
Salesperson Code (Salesperson Code) Salesperson/Purchaser Code (Code) 1..n

Table Relations From Other Tables

From Table From Field
To-do Opportunity Entry No. (Opportunity Entry No.) 1..n