Business Rule Engine

CRM Opportunity fields

Here is the set of Opportunity fields. The ‘Condition’ and ‘Template’ columns indicate whether the fields are supported in Conditions and Templates.

Field

Condition

Template

Recipients

Close Date

Yes

Yes


Company

Yes

Yes

Yes

Contact

Yes

Yes

Yes

Created Date

Yes

No


Created By

Yes

No

Yes

Description

Yes

Yes


End Date

Yes

Yes


Is Active

Yes

Yes


Lead Source

Yes

Yes


Margin

Yes

Yes


Modified Date

Yes

No


Modified By

Yes

No

Yes

Name

Yes

Yes


On Create

Yes

Yes


Owner Employee

Yes

Yes

Yes

Probability

Yes

Yes


Sales Person1

Yes

Yes

Yes

Sales Person2

Yes

Yes

Yes

Sales Person3

Yes

Yes

Yes

Stage

Yes

Yes


Start Date

Yes

Yes


SynchronizeR2

Yes

Yes


Type

Yes

Yes


Value

Yes

Yes