Diagrams


Table

Sales Cycle Stage

DynamicsDocs.comSales Cycle Stage«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 FormulaChances of Success %«Table 13»Salesperson/PurchaserCode [PK,NN]NameCommission %ImageGlobal Dimension 1 CodeGlobal Dimension 2 CodeE-MailPhone No.Next Task 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 % FilterTask Status Filter; [Not Started,In Pr......«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 5061»Rlshp. Mgt. Comment LineTable Name; [Contact,Campaign,To-do,We...No. [PK]Sub No. [PK]Line No. [PK]DateCodeCommentLast Date Modified«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 % FilterTask Status Filter; [Not Started,In Pr...Task Closed Filter...«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 5102»RM Matrix ManagementCompany Name [PK]No. [PK,NN]Name [PK]Type; [Company,Person] [PK]No. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Avg. Estimated Value [LCY]Avg.Calcd. Current Value [LCY]Salesperson FilterCampaign FilterContact FilterDate FilterAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterCompany No.Contact Company FilterTask Status Filter; [Not Started,In Pr...Task Closed FilterPriority Filter; [Low,Normal,High]Team FilterNo. of TasksEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterClose Opportunity FilterSystem Task Type Filter; [Organizer,Sa...«Table 5090»Sales CycleCode [PK,NN]DescriptionProbability Calculation; [Multiply,Add...BlockedNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]CommentDate Filter«Table 5081»ActivityCode [PK,NN]Description<Sales Cycle Code><Activity Code><Sales Cycle Stage Filter><Sales Cycle Stage Filter><No.><Sub No.><Sales Cycle Stage Filter><Sales Cycle Stage><Previous Sales Cycle Stage><Sales Cycle Stage Filter><Sales Cycle Filter><Contact Filter><Contact Company Filter><Salesperson Code><Salesperson Filter><Campaign Filter><Salesperson Code><Salesperson Filter><Salesperson Code><Salesperson Filter><Company No.><Lookup Contact No.><Campaign Filter><Contact Filter><Contact Company Filter><Sales Cycle Filter><No.><Contact No.><Contact Company No.><Contact Filter><Company No.><Contact Company Filter><No.><No.><Sales Cycle Filter><Campaign No.><Campaign Filter><Sales Cycle Code><Sales Cycle Filter>

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Fields

# Name Type
1 Sales Cycle Code Code10 NotBlank: Yes
2 Stage Integer NotBlank: Yes
BlankZero: Yes
3 Description Text50
4 Completed % Decimal (0:0)
5 Activity Code Code10
6 Quote Required Boolean
7 Allow Skip Boolean
8 Comment Boolean Editable: No
FlowField
9 No. of Opportunities Integer Editable: No
FlowField
10 Estimated Value (LCY) Decimal Editable: No
FlowField
11 Calcd. Current Value (LCY) Decimal Editable: No
FlowField
12 Average No. of Days Decimal (0:2) Editable: No
FlowField
13 Date Filter Date FlowFilter
14 Date Formula DateFormula
15 Chances of Success % Decimal

Keys

# Fields
0 Sales Cycle Code,Stage Clustered: Yes

Table Relations To Other Tables

Field Related Table Related Field
Activity Code Activity Code 1..n
Sales Cycle Code Sales Cycle Code 1..n

Table Relations From Other Tables

From Table From Field
Campaign Sales Cycle Stage Filter 1..n
Contact Sales Cycle Stage Filter 1..n
Opportunity Entry Previous Sales Cycle Stage 1..n
RM Matrix Management Sales Cycle Stage Filter 1..n
Rlshp. Mgt. Comment Line Sub No. 1..n
Salesperson/Purchaser Sales Cycle Stage Filter 1..n