Lead Gen & CRM: Most-used fields

Lead Gen & CRM: Most-used fields#

The table below gives information about most-used fields that you can import from Lead Gen & CRM. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

FieldAdverity UI nameType
accountID Dimension

Unique identifier for the SharpSpring account associated with the data.

active Metric

Indicates if a record, such as a lead or a list, is currently active in the system. For leads, the `getLeads` API method can filter for active leads.

allowDuplicate Metric

Indicates whether duplicate records, such as leads or contacts with matching unique identifiers, are permitted when submitting data through the API. This field typically controls the system's behavior when a new entry might conflict with an existing one.

amount Metric

The monetary value associated with an opportunity.

campaignAttributionOverride Metric

A field that allows overriding the default campaign attribution for a lead or action, enabling manual assignment of credit to a specific campaign. The API includes methods to retrieve campaign information.

campaignID Dimension

Unique identifier for a marketing campaign.

city Dimension

The city associated with a lead's address.

closeDate Dimension

The projected or actual date when an opportunity is expected to close.

companyName Dimension

The name of the company associated with a lead.

confirmedSent Metric

The total number of emails that were successfully sent and accepted by the recipient's mail server. This typically excludes emails that hard bounced or were rejected immediately upon sending.

contactID Metric

A unique identifier for a contact or lead within the Lead Gen & CRM system.

country Dimension

The country associated with a lead's address.

createTimestamp Dimension

The timestamp indicating when a record (e.g., lead, email event, email job) was created.

date Dimension

A timestamp or date associated with a record or event, often used for filtering data in date-ranged reports.

dealStageID Dimension

Unique identifier for the current stage of an opportunity in the sales pipeline.

description Dimension

A textual description for a record, such as a lead or an opportunity.

domains Dimension

A list or count of the domains associated with email sending for a particular campaign or with the leads and contacts being processed.

emailAddress Dimension

The email address of a lead.

emailHTML Dimension

The HTML content of an email, used for defining the visual layout and rich formatting of email marketing campaigns.

emailID Metric

A unique identifier for an email campaign or a specific email sent within the Lead Gen & CRM platform.

emailText Dimension

The plain text version of an email, used as a fallback for email clients that do not support HTML, or for accessibility.

faxNumber Dimension

The fax number associated with a lead or contact.

firstName Dimension

The first name of a lead.

id Dimension

The unique identifier for a record or object.

industry Dimension

The industry sector a lead or account belongs to.

isActive Metric

Indicates if a record is currently active. This is a common boolean flag used across various entities like leads, lists, or campaigns. The `getLeads` method filters for active leads by default.

isClosed Metric

Indicates if an opportunity has been closed.

isContact Dimension

This field indicates whether a lead has been classified as a contact within Lead Gen & CRM. It is a standard lead field that can be used for dynamic content and lead segmentation.

isCustomer Dimension

This field indicates whether a lead has progressed through the sales funnel to become a customer. While not explicitly listed as a standard boolean field, 'customer' is a recognized stage in the Lead Gen & CRM sales process and can be represented by a custom field or derived from the 'Lead Status' field.

isList Metric

A boolean field indicating whether a specific entity represents a list, such as an email marketing list or a segment of contacts.

isQualified Dimension

Indicates the qualification status of a lead. A lead's status changes from unqualified to qualified as it progresses through the sales pipeline.

isUnsubscribed Dimension

A boolean flag indicating if a contact has unsubscribed from email communications. The `getRemovedListMembers` method explicitly supports filtering by unsubscribed status.

isWon Metric

Indicates if an opportunity was successfully won.

lastName Dimension

The last name of a lead.

leadID Metric

The unique identifier for a lead.

leadScore Metric

The overall lead score indicating a lead's engagement and readiness.

leadScoreWeighted Metric

The calculated lead score, often adjusted by a weighting algorithm, indicating a lead's engagement and potential value. This is a core marketing automation feature for lead prioritization.

leadStatus Dimension

The current status of a lead in the sales process.

listID Metric

The unique identifier for a list.

mobilePhoneNumber Dimension

The mobile phone number of a lead or contact.

name Dimension

The name of a record or object (e.g., campaign name, list name).

numBounces Metric

The total number of email bounces (both hard and soft) for an email campaign or a specific email.

numClicks Metric

The total number of clicks on links within an email campaign.

numDeliveries Metric

The total count of emails successfully delivered to recipients' inboxes.

numDomains Dimension

The count of distinct domains relevant to the report, such as the number of sending domains used in an email job or the number of unique domains associated with leads.

numHardBounces Metric

The number of permanent email delivery failures (e.g., invalid email address).

numOpens Metric

The total number of times an email from a campaign has been opened by recipients.

numSends Metric

The total number of emails sent as part of a campaign.

numSoftBounces Metric

The number of temporary email delivery failures (e.g., full inbox).

numSpamComplaints Metric

The number of times recipients have marked an email as spam.

numUndelivered Metric

The total number of emails that could not be successfully delivered to recipients' inboxes. This includes emails that resulted in soft bounces, hard bounces, or other delivery failures.

numUnopens Metric

The number of emails sent as part of a campaign that were not opened by the recipients. SharpSpring's platform provides email open tracking.

numUnsubscribeReasons Dimension

The count of unique reasons provided by recipients when they chose to unsubscribe from email communications.

numUnsubscribes Metric

The total number of recipients who have unsubscribed from email communications.

officePhoneNumber Dimension

The office phone number of a lead or contact.

opportunityName Dimension

The name of a sales opportunity.

originatingLeadID Dimension

The ID of the initial lead record from which the current lead was derived, particularly useful in scenarios involving lead merging or conversion.

ownerID Dimension

Unique identifier for the owner (user) of a record, such as an account, lead, or opportunity, within the Lead Gen & CRM platform.

persona Dimension

This field identifies the buyer persona assigned to a lead or contact. A buyer persona is a fictional representation of an ideal customer segment, used to categorize leads and tailor marketing messages and workflows.

phoneNumber Dimension

The primary phone number of a lead or account.

phoneNumberExtension Metric

The extension for the lead's phone number.

primaryLeadID Dimension

A unique numerical identifier for the lead within the system.

probability Metric

The probability (percentage) of winning an opportunity.

recipientID Metric

A unique identifier for a specific recipient of an email, allowing for granular tracking of individual email engagement.

sendCount Metric

The total number of emails that were attempted to be sent for a specific email campaign or job.

state Dimension

The state or province associated with a lead's address.

status Dimension

The general status of a record or operation. Specific context depends on the object (e.g., 'Lead Status', 'Email Job Status').

street Dimension

The street address for a lead or contact.

title Dimension

The job title of a lead or contact.

trackingID Dimension

A unique identifier used for tracking various marketing activities, such as website visits, form submissions, or campaign interactions. This links different data points together for analytics.

type Dimension

The classification or category of an entity, such as the type of an email event (e.g., clicks, opens).

uniqueClicks Metric

The number of unique individuals who clicked a link within an email campaign, regardless of how many times they clicked.

uniqueOpens Metric

The number of unique individuals who opened an email from a campaign, regardless of how many times they opened it.

updateTimestamp Dimension

The timestamp indicating the last time the record was updated.

website Dimension

The website URL associated with a lead or account.

workflowID Dimension

A unique identifier for an automation workflow within the Lead Gen & CRM platform.

zipcode Dimension

The postal code associated with a lead's address.