Actualizar oportunidad

Descripción

Updates an existing opportunity from the Insightly CRM.

Compatibilidad de proyectos

Windows | Multiplataforma

Configuración

ID de conexión : la conexión establecida en Integration Service. Accede al menú desplegable para elegir, añadir o gestionar conexiones.
Opportunity ID - The ID of the opportunity. This field supports String type input.
Opportunity name - Name of the opportunity. This field supports String type input.
Opportunity details - Description of the opportunity. This field supports String type input.
Opportunity value - Total value of the opportunity. This field supports Int64 type input.
Category - Category of the opportunity. Select an option from the available drop-down list.
Opportunity state - Current state of the opportunity. Select an option from the available drop-down list.
Linked email address - Email address linked to the opportunity. This field supports String type input.

Administrar propiedades

Utiliza el asistente Administrar propiedades para configurar o utilizar cualquiera de los campos estándar o personalizados del objeto. Puedes seleccionar campos para añadirlos al lienzo de actividad. Los campos estándar o personalizados añadidos están disponibles en el panel Propiedades (en Studio Desktop) o en Mostrar opciones adicionales (en Studio Web).

Opciones adicionales

Forecast close date - Forecasted closing date for the opportunity. Use the calendar widget to select a date. This field supports DateTimeOffset type input.
Actual close date - Actual closing date for the opportunity. Use the calendar widget to select a date. This field supports DateTimeOffset type input.
Responsible user ID - User who is responsible for closing the opportunity. This field supports String type input.
Bid amount - Bid amount for the opportunity. This field supports Int64 type input.
Bid currency - Currency of the bid amount. Select an option from the available drop-down list.