Teamleader: Most-used fields#
The table below gives information about most-used fields that you can import from Teamleader. 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.
closed_at Dimension
The date and time when the deal was marked as closed, either won or lost.
created_at Dimension
The date and time when the deal was initially created.
current_phase_actions_{NUM} Dimension
Represents actions associated with the current phase of a deal in the sales pipeline. These actions help in managing and tracking the progress of a deal.
current_phase_id Dimension
The unique identifier of the current phase the deal is in within its pipeline.
current_phase_name Dimension
The name of the current phase the deal is in. For example, 'New', 'Negotiation', 'Won', or 'Lost'.
current_phase_probability Metric
The estimated probability (a number between 0 and 1) of the current deal phase or the overall deal being won.
current_phase_status Dimension
The status of the current deal phase, which can be 'open', 'won', or 'lost'.
current_phase_type Dimension
The current stage or type of phase a deal is in within the sales pipeline (e.g., 'New', 'Quotation sent', 'Accepted', 'Refused').
custom_fields_{NUM}_context Dimension
The context or entity to which the custom field belongs (e.g., deal, contact, company).
custom_fields_{NUM}_definition_id Dimension
The unique identifier for the definition of the custom field.
custom_fields_{NUM}_definition_type Dimension
The type of the custom field definition (e.g., text, number, date, single selection).
custom_fields_{NUM}_label Dimension
The display label or name of the custom field.
custom_fields_{NUM}_value Dimension
The value entered for the custom field. This can be a string, number, boolean, or other data type depending on the definition type.
custom_fields_{NUM}_value_{NUM} Dimension
The value of a custom field. Custom fields allow users to store additional, user-defined information for a deal or other entities.
department_id Dimension
The unique identifier of the department linked to the deal.
department_name Dimension
The name of the department.
department_type Dimension
Represents the category or classification of a department within the organization, used for splitting quotations and invoices among different entities.
estimated_closing_date Dimension
The estimated date by which the deal is expected to close.
estimated_probability Metric
The estimated probability (as a number between 0 and 1) of the deal being won.
estimated_value_amount Metric
The estimated monetary amount of the deal.
estimated_value_currency Dimension
The currency in which the estimated value of the deal is expressed (e.g., EUR, USD).
id Dimension
The unique identifier for the deal.
lead_contact_person Dimension
Represents the lead contact person associated with the deal, providing general information about them.
lead_contact_person_id Dimension
The unique identifier of the lead contact person associated with the deal.
lead_contact_person_type Dimension
The type of the lead contact person, such as 'contact'.
lead_customer_id Dimension
The unique identifier of the customer (contact or company) associated with the deal.
lead_customer_name Dimension
The name of the customer (contact or company) associated with the deal.
lead_customer_type Dimension
The type of the customer associated with the deal, which can be 'contact' or 'company'.
lost_reason Dimension
The reason why a deal was lost, which can include a specific reason and an additional remark.
lost_reason_reason Dimension
A specific reason chosen from a predefined list that explains why a deal was lost.
lost_reason_reason_id Dimension
A unique identifier for the specific reason a deal was marked as lost.
lost_reason_reason_type Dimension
The category or type of reason why a deal was ultimately lost (e.g., 'Competitor', 'Budget', 'No response').
lost_reason_remark Dimension
An additional remark or detailed explanation regarding why the deal was lost.
purchase_order_number Dimension
The purchase order number associated with the deal.
quotation_id Dimension
The unique identifier for the quotation.
quotation_type Dimension
The type of the associated quotation. For quotations linked to a deal, this field indicates that the entity is a 'quotation'.
reference Metric
A unique reference number or code for the deal.
responsible_user Dimension
Represents the user responsible for the deal or quotation, including their details.
responsible_user_id Dimension
The unique identifier of the user responsible for managing the deal.
responsible_user_name Dimension
The name of the user responsible for the deal or quotation.
responsible_user_type Dimension
The classification or role of the user responsible for a specific item or entity within Teamleader Focus.
source Dimension
The source through which the deal or lead was acquired, often including an ID.
source_id Dimension
The unique identifier of the source from which the deal originated.
source_name Dimension
The name of the marketing source or channel from which a deal or lead originated (e.g., 'Website', 'Referral', 'Cold Call').
source_type Dimension
The general category or classification of the marketing source (e.g., 'Online', 'Offline', 'Partner').
status Dimension
The current overall status of the deal (e.g., open, won, lost).
summary Dimension
A brief summary or additional information regarding the deal.
title Dimension
The main title or subject of the deal.
updated_at Dimension
The date and time when the deal was last updated.
web_url Dimension
The URL to access or view the deal directly in the Teamleader Focus application.
weighted_value_amount Metric
The weighted monetary amount of the deal, calculated by multiplying the deal amount by its estimated probability.
weighted_value_currency Dimension
The currency in which the weighted value of the deal is expressed (e.g., EUR, USD).