Zoho CRM: Most-used fields

The table below gives information about most-used fields that you can import from Zoho 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.

API name	Adverity UI name	Description	Use in Adverity
Academic_Title	Academic_Title	The academic title or degree of a contact.	dimension
Account	Account	The account associated with the record.	dimension
Account.Id	Account.Id	The unique identifier of the associated account.	metric
Account.Name	Account.Name	The name of the associated account.	dimension
Account_Creation_Date	Account_Creation_Date	The date when an account record was created in Zoho CRM.	dimension
Account_Currency	Account_Currency	The currency associated with the account.	dimension
Account_Name	Account_Name	The name of the account.	dimension
Account_Name.Id	Account_Name.Id	The unique identifier of the account.	metric
Account_Name.Name	Account_Name.Name	The name of the account.	dimension
Account_Number	Account_Number	Specify the reference number for account.	metric
Account_Record_Type	Account_Record_Type	The type of account record (e.g., prospect, customer, partner).	dimension
Account_Site	Account_Site	Specify the name of the account’s location, for example, Headquarters or London.	dimension
Account_Source	Account_Source	The origin or lead source from which the account was created.	dimension
Account_Start_Date	Account_Start_Date	The effective start date for the account relationship or service.	dimension
Account_Status	Account_Status	The current operational status of the account (e.g., active, inactive, pending).	dimension
Account_Status_Updated	Account_Status_Updated	The date and time when the account status was last updated.	dimension
Account_Type	Account_Type	Select the type of account from the drop-down list.	dimension
Activity_Type	Activity_Type	The classification of an activity (e.g., call, meeting, task).	dimension
Actual_Cost	Actual_Cost	The actual amount of money spent on a campaign or project.	dimension
Ad	Ad	Identifier or name of an advertisement.	dimension
Ad_Campaign_Name	Ad_Campaign_Name	The name of the advertising campaign associated with a lead or activity.	dimension
Ad_Click_Date	Ad_Click_Date	The date when a user clicked on an advertisement.	dimension
Ad_Network	Ad_Network	The advertising network from which the ad originated (e.g., Google Ads, Facebook Ads).	dimension
Additional_Information	Additional_Information	Any extra details or remarks related to the record.	dimension
Adgroup_Name	Adgroup_Name	The name of the ad group within an advertising campaign.	dimension
All_Day	All_Day	A boolean indicator specifying if an event or activity spans the entire day.	dimension
Amount	Amount	Specify the amount that can be expected after closing the potential.	metric
Annual_Revenue	Annual_Revenue	The total revenue generated by a company in a year.	metric
Approval.Approve	Approval.Approve	Action to approve a record in an approval process. Zoho CRM supports automating approval processes.	dimension
Approval.Delegate	Approval.Delegate	Action to delegate an approval request to another user in an approval process.	dimension
Approval.Reject	Approval.Reject	Action to reject a record in an approval process. Zoho CRM supports automating approval processes.	dimension
Approval.Resubmit	Approval.Resubmit	Action to resubmit a record for approval after modifications in an approval process.	dimension
Approval.Takeover	Approval.Takeover	Action to take over an approval request from another user.	dimension
Approval_State	Approval_State	The current state or status of a record within an approval workflow.	dimension
Approved	Approved	A boolean indicator specifying whether the record has been approved.	dimension
Auto_Number	Auto_Number	A system-generated unique number for records, often for identification.	metric
Billing_City	Billing_City	The city associated with the billing address.	dimension
Billing_Code	Billing_Code	The postal or zip code associated with the billing address.	dimension
Billing_Country	Billing_Country	The country associated with the billing address.	dimension
Billing_Region	Billing_Region	The geographical region associated with billing for an account.	dimension
Billing_State	Billing_State	The state or province associated with the billing address.	dimension
Billing_Street	Billing_Street	The street address for billing.	dimension
Budget	Budget	Allocated financial resources for a project, campaign, or deal.	metric
Budgeted_Cost	Budgeted_Cost	The planned or allocated amount of money for a campaign or project.	dimension
Business_Type	Business_Type	The classification of a business (e.g., SMB, Enterprise, Non-profit).	dimension
Call_Agenda	Call_Agenda	The planned topics or goals for a phone call.	dimension
Call_Back_Time	Call_Back_Time	The scheduled time for a return phone call.	dimension
Call_Duration	Call_Duration	Specify the duration of the call.	dimension
Call_Duration_In_Seconds	Call_Duration_In_Seconds	The length of a phone call in seconds.	metric
Call_Outcome	Call_Outcome	The result or conclusion of a phone call (e.g., connected, no answer, busy).	dimension
Call_Purpose	Call_Purpose	Select the purpose of the call.	dimension
Call_Result	Call_Result	Enter the call result.	dimension
Call_Start_Time	Call_Start_Time	Automatically displays the call start data and time.	dimension
Call_Type	Call_Type	Choose whether the call is inbound or outbound.	dimension
Caller_Id	Caller_Id	The phone number or identifier of the caller.	dimension
Campaign	Campaign	The marketing campaign associated with the record.	dimension
Campaign_Name	Campaign_Name	The name of the marketing campaign.	dimension
Campaign_Source	Campaign_Source	Select the campaign related to the contact or lead.	dimension
Cancellation_Date	Cancellation_Date	The date when a record or service was canceled.	dimension
Channel	Channel	The communication channel used (e.g., email, phone, chat).	dimension
City	City	The city for the record’s address.	dimension
Click_Type	Click_Type	The type of click interaction with an ad (e.g., headline, site link).	dimension
Client_Id	Client_Id	A unique identifier for a client or customer.	dimension
Closed_Lost_Date_Stamp	Closed_Lost_Date_Stamp	The date and time when a deal or opportunity was marked as ‘Closed Lost’.	dimension
Closed_Lost_Datestamp	Closed_Lost_Datestamp	The date and time when a deal or opportunity was marked as ‘Closed Lost’.	dimension
Closed_Time	Closed_Time	The date and time when a deal, case, or activity was closed.	dimension
Closed_Won_Datestamp	Closed_Won_Datestamp	The date and time when a deal or opportunity was successfully won.	dimension
Closing_Date	Closing_Date	Specify or select the expected close date.	dimension
Closing_Date_Change_Datestamp	Closing_Date_Change_Datestamp	The date and time when the expected closing date of a deal was last modified.	dimension
Closing_Date_Update	Closing_Date_Update	The date when the expected closing date of a deal was updated.	dimension
Closing_Month	Closing_Month	The month in which a deal is expected to close.	metric
Comment_Date	Comment_Date	The date when a comment was added to a record.	dimension
Comments	Comments	Specify additional comments about the solution or other records.	dimension
Commercial_Associate	Commercial_Associate	The commercial associate linked to the record.	dimension
Commercial_Associate.Id	Commercial_Associate.Id	The unique identifier of the commercial associate linked to the record.	metric
Commercial_Associate.Name	Commercial_Associate.Name	The name of the commercial associate linked to the record.	dimension
Commission	Commission	The commission amount associated with a sale or deal.	metric
Communication_Language	Communication_Language	The preferred language for communication with a contact or account.	dimension
Company	Company	The name of the company associated with the record.	dimension
Company_Annual_Revenue	Company_Annual_Revenue	The total annual revenue of the company.	metric
Company_Name	Company_Name	The name of the company.	dimension
Company_Number	Company_Number	A unique identification number for a company.	dimension
Company_Registration_No	Company_Registration_No	The official registration number of a company.	dimension
Company_Size	Company_Size	The size of the company, often based on number of employees or revenue.	dimension
Consent_Data_Processing	Consent_Data_Processing	Indicates whether consent has been given for data processing activities.	dimension
Consent_Source_Detail	Consent_Source_Detail	Detailed information about the source or method through which data processing consent was obtained.	dimension
Contact_Added	Contact_Added	The date and time when a contact record was created.	dimension
Contact_Lead_Source_Update	Contact_Lead_Source_Update	The date and time when the lead source for a contact was last updated.	dimension
Contact_Name	Contact_Name	The name of the contact.	dimension
Contact_Name.Id	Contact_Name.Id	The unique identifier of the contact.	metric
Contact_Name.Name	Contact_Name.Name	The name of the contact.	dimension
Contact_Roles	Contact_Roles	The roles of contacts associated with a deal or account.	dimension
Contact_Status	Contact_Status	The current status of a contact (e.g., active, unsubscribed, bounced).	dimension
Contact_Updated	Contact_Updated	The date and time when the contact record was last updated.	dimension
Contract_Details	Contract_Details	Detailed information or terms of a contract.	dimension
Contract_End_Date	Contract_End_Date	The expiration date of a contract.	dimension
Contract_Start_Date	Contract_Start_Date	The commencement date of a contract.	dimension
Conversion_Export_Status	Conversion_Export_Status	The status of an export operation for converted records.	dimension
Conversion_Exported_On	Conversion_Exported_On	The date and time when converted records were exported.	dimension
Converted	Converted	Indicates whether a lead has been converted into a contact, account, or deal. The Zoho CRM API includes functionality to convert leads.	dimension
Convertedfromlead	Convertedfromlead	A boolean indicator specifying if the record was converted from a lead.	dimension
Cost_Per_Click	Cost_Per_Click	The cost incurred for each click on an advertisement.	metric
Cost_Per_Conversion	Cost_Per_Conversion	The cost incurred for each successful conversion (e.g., lead to customer).	metric
Country	Country	The country for the record’s address.	dimension
Coupon_Code	Coupon_Code	A promotional code used for discounts or offers.	dimension
Coupon_Code_Id	Coupon_Code_Id	The unique identifier for a coupon code.	dimension
Created_By.Email	Created_By.Email	The email address of the user who created the record.	dimension
Created_By.Id	Created_By.Id	The unique identifier of the user who created the record.	metric
Created_By.Name	Created_By.Name	The name of the user who created the record.	dimension
Created_On	Created_On	The date when the record was created.	dimension
Created_Time	Created_Time	The date and time when the record was created.	dimension
Currency	Currency	The currency code (e.g., USD, EUR) used for financial values related to the record.	dimension
Currency_Symbol	Currency_Symbol	The symbol representing the currency.	dimension
Current_Status	Current_Status	The present status of a record or process.	dimension
Current_Status_Last_Update	Current_Status_Last_Update	The date and time when the current status was last updated.	dimension
Customer_No	Customer_No	Specify the customer identification number (if any).	dimension
Customer_Type	Customer_Type	Classification of the customer (e.g., new, existing, premium).	dimension
Data_Processing_Basis_Details	Data_Processing_Basis_Details	A collection of fields detailing the legal basis and specifics of data processing consent.	dimension
Data_Processing_Basis_Details.Consent_Date	Data_Processing_Basis_Details.Consent_Date	The date when consent for data processing was provided.	dimension
Data_Processing_Basis_Details.Consent_Remarks	Data_Processing_Basis_Details.Consent_Remarks	Additional notes or remarks related to the data processing consent.	dimension
Data_Processing_Basis_Details.Consent_Through	Data_Processing_Basis_Details.Consent_Through	The channel or method through which data processing consent was obtained (e.g., ‘Webform’, ‘Email’).	dimension
Data_Processing_Basis_Details.Contact_Through_Email	Data_Processing_Basis_Details.Contact_Through_Email	Indicates if the contact has given consent to be contacted via email for data processing purposes.	dimension
Data_Processing_Basis_Details.Contact_Through_Phone	Data_Processing_Basis_Details.Contact_Through_Phone	Indicates if the contact has given consent to be contacted via phone for data processing purposes.	dimension
Data_Processing_Basis_Details.Contact_Through_Survey	Data_Processing_Basis_Details.Contact_Through_Survey	Indicates if the contact has given consent to be contacted via survey for data processing purposes.	dimension
Data_Processing_Basis_Details.Created_By.Id	Data_Processing_Basis_Details.Created_By.Id	The unique identifier of the user who created this data processing consent detail record.	metric
Data_Processing_Basis_Details.Created_By.Name	Data_Processing_Basis_Details.Created_By.Name	The name of the user who created this data processing consent detail record.	dimension
Data_Processing_Basis_Details.Created_Time	Data_Processing_Basis_Details.Created_Time	The date and time when this data processing consent detail record was created.	dimension
Data_Processing_Basis_Details.Data_Processing_Basis	Data_Processing_Basis_Details.Data_Processing_Basis	The legal or business reason that permits the processing of personal data.	dimension
Data_Processing_Basis_Details.Id	Data_Processing_Basis_Details.Id	The unique identifier for a specific data processing basis detail record.	metric
Data_Processing_Basis_Details.Lawful_Reason	Data_Processing_Basis_Details.Lawful_Reason	The specific legal ground for processing personal data, as per data protection regulations.	dimension
Data_Processing_Basis_Details.Mail_Sent_Time	Data_Processing_Basis_Details.Mail_Sent_Time	The date and time when a consent-related email (e.g., confirmation) was sent.	dimension
Data_Processing_Basis_Details.Modified_By.Id	Data_Processing_Basis_Details.Modified_By.Id	The unique identifier of the user who last modified this data processing consent detail record.	metric
Data_Processing_Basis_Details.Modified_By.Name	Data_Processing_Basis_Details.Modified_By.Name	The name of the user who last modified this data processing consent detail record.	dimension
Data_Processing_Basis_Details.Modified_Time	Data_Processing_Basis_Details.Modified_Time	The date and time when this data processing consent detail record was last modified.	dimension
Data_Processing_Basis_Details.Owner.Id	Data_Processing_Basis_Details.Owner.Id	The unique identifier of the user who owns this data processing consent detail record.	metric
Data_Processing_Basis_Details.Owner.Name	Data_Processing_Basis_Details.Owner.Name	The name of the user who owns this data processing consent detail record.	dimension
Data_Source	Data_Source	The origin or source system from which the data was collected.	dimension
Date_Added_In_Forecast	Date_Added_In_Forecast	The date when a deal or revenue was added to the sales forecast.	dimension
Date_Contract_Is_Signed	Date_Contract_Is_Signed	The date on which a contract was formally signed.	dimension
Date_Inputted	Date_Inputted	The date when the information was originally entered.	dimension
Date_Of_Birth	Date_Of_Birth	Specify the birthday of the contact to send greetings for a better relationship.	dimension
Date_Of_Event	Date_Of_Event	The specific date on which an event took place.	dimension
Date_Proposal_Sent	Date_Proposal_Sent	The date when a sales proposal was sent to the client.	dimension
Date_Referred	Date_Referred	The date when a lead or contact was referred.	dimension
Date_Removed_From_Forecast	Date_Removed_From_Forecast	The date when a deal or revenue was removed from the sales forecast.	dimension
Deactivated_Date	Deactivated_Date	The date when a record or service was deactivated.	dimension
Deal_Contact	Deal_Contact	The primary contact person associated with a deal.	dimension
Deal_Contact.Id	Deal_Contact.Id	The unique identifier of the primary contact person associated with a deal.	metric
Deal_Contact.Name	Deal_Contact.Name	The name of the primary contact person associated with a deal.	dimension
Deal_Name	Deal_Name	The name of the deal or opportunity.	dimension
Deal_Number	Deal_Number	A unique identification number for a sales deal.	metric
Deal_Source	Deal_Source	The origin or source channel from which a deal was generated.	dimension
Deal_Stage_Before_Closed_Lost	Deal_Stage_Before_Closed_Lost	The stage a deal was in immediately before it was marked as ‘Closed Lost’.	dimension
Deal_Status	Deal_Status	The current status of a sales deal (e.g., qualification, negotiation, closed won).	dimension
Deal_Type	Deal_Type	The categorization of a sales deal (e.g., new business, upsell, renewal).	dimension
Deal_Type_Change_Date	Deal_Type_Change_Date	The date when the type of deal was last changed.	dimension
Deals_Type	Deals_Type	The categorization of sales deals.	dimension
Department	Department	Specify the department of the contact.	dimension
Dept	Dept	The department associated with a user or record.	dimension
Description	Description	A detailed description or notes about the record.	dimension
Designation	Designation	The job title or designation of the individual.	dimension
Device_Type	Device_Type	The type of device used by a visitor or for an interaction (e.g., mobile, desktop).	dimension
Dialled_Number	Dialled_Number	The phone number that was dialed for a call.	dimension
Direct_Phone	Direct_Phone	The direct phone number of a contact or company.	dimension
Disqualification_Description	Disqualification_Description	A detailed explanation of why a lead or deal was disqualified.	dimension
Disqualification_Reason	Disqualification_Reason	The reason specified for disqualifying a lead or deal.	dimension
Disqualified_Update	Disqualified_Update	The date and time when a lead or deal was marked as disqualified.	dimension
Division	Division	The organizational division a contact or account belongs to.	dimension
Do_Not_Mail	Do_Not_Mail	A boolean indicator if a contact should not receive marketing emails.	dimension
Due_Date	Due_Date	Specify the due date for the task or invoice due date as per payment terms.	dimension
Duration_Months	Duration_Months	The duration in months for a contract or subscription.	metric
E_Mail	E_Mail	The email address of the record. This field is commonly used for primary contact information.	dimension
Email	Email	The primary email address of the record.	dimension
Email_Address	Email_Address	The email address of the record. This field is commonly used for primary contact information.	dimension
Email_Opt_Out	Email_Opt_Out	Indicates whether the record has opted out of email communications.	dimension
Employees	Employees	The number of employees in the company.	metric
End_Date	End_Date	Specify the date on which the campaign ends.	dimension
End_Datetime	End_Datetime	Specify the date and time when the event will be over.	dimension
Exchange_Rate	Exchange_Rate	The currency exchange rate applicable at a specific time.	metric
Expected_Response	Expected_Response	The anticipated percentage of individuals who will respond to a campaign.	dimension
Expected_Revenue	Expected_Revenue	The projected income from a potential or campaign, based on various factors.	dimension
Expected_Revenue_Month	Expected_Revenue_Month	The month in which revenue is expected from a deal.	dimension
Facebook	Facebook	The URL of a Facebook profile or page.	dimension
Fax	Fax	The fax number of the individual or company.	dimension
Fetch_Date	Fetch_Date		dimension
First_Name	First_Name	The first name of the individual.	dimension
First_Task_Created_Time	First_Task_Created_Time	The date and time when the first task related to a record was created.	dimension
First_Task_Id	First_Task_Id	The unique identifier of the first task created for a record.	dimension
First_Visited_Time	First_Visited_Time	The date and time when a contact or lead first visited a website or engaged with a marketing asset.	dimension
First_Visited_Url	First_Visited_Url	The first URL visited by the prospect.	dimension
Follow_Up	Follow_Up	Indicates if a follow-up action is required for the record.	dimension
Forecast_Date	Forecast_Date	The date associated with a sales forecast.	dimension
Forecast_Revenue	Forecast_Revenue	The projected revenue amount in a sales forecast.	metric
Forecast_Stage	Forecast_Stage	The stage of a deal within the sales forecast (e.g., pipeline, best case, committed).	dimension
Forecasted_By	Forecasted_By	The user who created or last updated the sales forecast.	dimension
Form_Of_Adress	Form_Of_Adress	The salutation or title used in addressing a person (e.g., Mr., Ms., Dr.).	dimension
Form_Title	Form_Title	The title of a web form used for data capture.	dimension
From_Page	From_Page	The URL of the webpage that referred the user or activity.	dimension
Full_Name	Full_Name	The concatenated first and last name of the individual. This is a read-only field.	dimension
Gclid	Gclid	The Google Click Identifier, used for tracking ad campaign performance.	dimension
Global_Region	Global_Region	The broader geographical region for an account or business.	dimension
Group	Group	A category or group to which a record or user belongs.	dimension
Has_International_Offices	Has_International_Offices	A boolean indicator if a company has offices in multiple countries.	dimension
Has_Physical_Location	Has_Physical_Location	A boolean indicator if a company or entity has a physical business address.	dimension
Hq_Phone	Hq_Phone	The phone number of the company’s headquarters.	dimension
Hq_Region	Hq_Region	The geographical region of the company’s headquarters.	dimension
Id	Id	The unique identifier of the record.	dimension
Import	Import		metric
In_Merge	In_Merge	Indicates if the record is currently involved in a merge operation.	dimension
Industry	Industry	The industry sector of the company.	dimension
Instagram	Instagram	The URL of an Instagram profile or page.	dimension
International_Presence	International_Presence	Indicates the global reach or presence of a company.	dimension
Is_Duplicate	Is_Duplicate	A boolean indicator if the record is identified as a duplicate.	dimension
Is_Forecast_Deal	Is_Forecast_Deal	A boolean indicator if the deal is included in the sales forecast.	dimension
Is_Partner	Is_Partner	A boolean indicator if the account or contact is a partner.	dimension
Job_Title	Job_Title	The professional title or role of the individual.	dimension
Keyword	Keyword	The search keyword associated with an ad click or lead source.	dimension
Landing_Page	Landing_Page	The URL of the landing page where a user arrived after an interaction.	dimension
Language	Language	The language preference of a contact or associated with a record.	dimension
Last_Activity_Date	Last_Activity_Date	The date of the most recent activity associated with the record.	dimension
Last_Activity_Time	Last_Activity_Time	The date and time of the last activity associated with the record.	dimension
Last_Name	Last_Name	The last name of the individual.	dimension
Last_Visited_Time	Last_Visited_Time	The date and time when a contact or lead last visited a website or engaged with a marketing asset.	dimension
Latest_Web_Visit	Latest_Web_Visit	The date and time of the most recent web visit by a contact or lead.	dimension
Latitude	Latitude	The geographical latitude coordinate for a location associated with the record.	dimension
Layout.Display_Label	Layout.Display_Label	The display label of the layout associated with the record.	dimension
Layout.Id	Layout.Id	The unique identifier of the layout associated with the record.	metric
Layout.Name	Layout.Name	The name of the layout associated with the record.	dimension
Layout_Id	Layout_Id	Unique identifier for the CRM layout associated with a record.	dimension
Layout_Id.Display_Label	Layout_Id.Display_Label	The display label of the layout associated with the record’s ID.	dimension
Layout_Id.Id	Layout_Id.Id	The unique identifier of the layout associated with the record’s ID.	dimension
Layout_Id.Name	Layout_Id.Name	The name of the layout associated with the record’s ID.	dimension
Lead_Contact	Lead_Contact	A lookup field referring to a related contact or lead.	dimension
Lead_Contact.Id	Lead_Contact.Id	The unique identifier of the related contact or lead.	metric
Lead_Contact.Name	Lead_Contact.Name	The name of the related contact or lead.	dimension
Lead_Conversion_Time	Lead_Conversion_Time	The duration in time (e.g., minutes, hours) taken for a lead to be converted.	dimension
Lead_Domain	Lead_Domain	The domain name of the email address or website associated with a lead.	dimension
Lead_Form	Lead_Form	The name or identifier of the form through which a lead was generated.	dimension
Lead_Score	Lead_Score	A numerical value indicating the quality or readiness of a lead based on engagement and demographic data.	metric
Lead_Source	Lead_Source	The origin or source from which the lead was generated.	dimension
Lead_Status	Lead_Status	The current stage or status of the lead in the sales process.	dimension
Lead_Type	Lead_Type	The classification of a lead (e.g., cold, warm, hot).	dimension
Leads_Creation_Date	Leads_Creation_Date	The date and time when the lead record was created in the system.	dimension
Leadsource	Leadsource	The origin or channel from which a lead was generated, such as ‘Webinar’ or ‘Referral’.	dimension
Linked_In_Url	Linked_In_Url	The URL of the LinkedIn profile or company page.	dimension
Linkedin	Linkedin	A URL or identifier related to a LinkedIn profile or company page.	dimension
Linkedin_Link	Linkedin_Link	A direct link to a LinkedIn profile or company page.	dimension
Linkedin_Page	Linkedin_Page	The URL or name of the LinkedIn company page.	dimension
Linkedin_Profile	Linkedin_Profile	The URL of a contact’s LinkedIn profile.	dimension
Linkedin_Url	Linkedin_Url	The URL of the LinkedIn profile or company page.	dimension
Longitude	Longitude	The geographical longitude coordinate for a location associated with the record.	dimension
Lost_To_Competitor	Lost_To_Competitor	The name of the competitor to whom a deal was lost.	dimension
Mailing_City	Mailing_City	The city component of the mailing address for a contact or account.	dimension
Mailing_Country	Mailing_Country	The country component of the mailing address for a contact or account.	dimension
Mailing_State	Mailing_State	The state or province component of the mailing address for a contact or account.	dimension
Mailing_Street	Mailing_Street	The street address component of the mailing address for a contact or account.	dimension
Mailing_Zip	Mailing_Zip	The postal code component of the mailing address for a contact or account.	dimension
Main_Contact_Email	Main_Contact_Email	The primary email address of the main contact associated with a record.	dimension
Main_Contact_Phone	Main_Contact_Phone	The primary phone number for the main contact of an account.	dimension
Margin	Margin	The profit margin associated with a deal or product.	metric
Marketing_Automation	Marketing_Automation	Indicates if the record is actively engaged with marketing automation processes or tools.	dimension
Marketing_Automation_Id	Marketing_Automation_Id	Unique identifier for the marketing automation record or integration.	dimension
Marketing_Automation_Score	Marketing_Automation_Score	A score representing the engagement level of a lead or contact in marketing automation.	metric
Marketing_Email_Opt_In	Marketing_Email_Opt_In	Indicates consent from the lead or contact to receive marketing emails.	dimension
Marketing_Events	Marketing_Events	Information related to marketing events attended or associated with a lead or contact.	dimension
Marketing_Opt_In	Marketing_Opt_In	Indicates a general consent from the lead or contact for marketing communication.	dimension
Marketing_Permissions_Allowed	Marketing_Permissions_Allowed	Specific marketing permissions granted by the lead or contact.	metric
Marketing_Vertical	Marketing_Vertical	The industry vertical targeted by specific marketing efforts.	dimension
Marketing_Webform	Marketing_Webform	Details related to web forms used in marketing campaigns for lead generation.	dimension
Marketing_Webinars	Marketing_Webinars	Information regarding marketing webinars attended or associated with a record.	dimension
Medium	Medium	The marketing medium (e.g., organic, CPC, referral) that brought a lead or visitor.	dimension
Meeting_Status	Meeting_Status	The current status of a meeting (e.g., scheduled, held, canceled).	dimension
Meeting_Type	Meeting_Type	The classification of a meeting (e.g., demo, discovery, review).	dimension
Mobile	Mobile	The mobile phone number of the individual.	dimension
Modified_By.Email	Modified_By.Email	The email address of the user who last modified the record.	dimension
Modified_By.Id	Modified_By.Id	The unique identifier of the user who last modified the record.	metric
Modified_By.Name	Modified_By.Name	The name of the user who last modified the record.	dimension
Modified_Time	Modified_Time	The date and time when the record was last modified.	dimension
Monthly_Amount	Monthly_Amount	The monthly recurring amount for a subscription or service.	metric
Mrr	Mrr	Monthly Recurring Revenue generated from a customer or deal.	metric
Need	Need	A description of the customer’s stated needs or requirements.	dimension
Net_Revenue	Net_Revenue	The total revenue after deducting returns, allowances, and discounts.	metric
Next_Step	Next_Step	The immediate subsequent action planned in a sales process or task.	dimension
Next_Steps	Next_Steps	A comprehensive list or description of future actions planned in a sales process or for a task.	dimension
No_Employees	No_Employees	The total number of employees in a company or organization.	dimension
No_Of_Employees	No_Of_Employees	The total number of employees in the company.	metric
Notes	Notes	Additional comments or details recorded for a particular record.	dimension
Number_Of_Employees	Number_Of_Employees	The total number of employees in a company or organization.	dimension
Offer_Status	Offer_Status	The current status of a sales offer or proposal.	dimension
Office_Phone	Office_Phone	The primary office phone number for an account or contact.	dimension
Opt_In_Date	Opt_In_Date	The date when a contact or lead opted in for communications or services.	dimension
Opt_In_Timestamp	Opt_In_Timestamp	The exact date and time when a contact or lead opted in for communications or services.	dimension
Opt_Out_Date	Opt_Out_Date	The date when a contact or lead opted out of receiving communications.	dimension
Organisation_Name	Organisation_Name	The name of the organization or company.	dimension
Outgoing_Call_Status	Outgoing_Call_Status	The status of an outbound call, such as ‘Completed’ or ‘No Answer’.	dimension
Owner.Email	Owner.Email	The email address of the user who owns the record.	dimension
Owner.Id	Owner.Id	The unique identifier of the user who owns the record.	metric
Owner.Name	Owner.Name	The name of the user who owns the record.	dimension
Ownership	Ownership	The legal structure or type of ownership of a company.	dimension
Parent_Account	Parent_Account	A lookup field specifying the main or parent company in an account hierarchy.	dimension
Parent_Account.Id	Parent_Account.Id	The unique identifier of the parent account, if applicable.	metric
Parent_Account.Name	Parent_Account.Name	The name of the parent account, if applicable.	dimension
Parent_Campaign	Parent_Campaign	The parent marketing campaign to which the current campaign or record is associated.	dimension
Parent_Campaign.Id	Parent_Campaign.Id	The unique identifier of the parent marketing campaign.	metric
Parent_Campaign.Name	Parent_Campaign.Name	The name of the parent marketing campaign.	dimension
Partner	Partner	The partner associated with the record.	dimension
Partner_Name	Partner_Name	The name of the associated partner.	dimension
Partner_Name.Id	Partner_Name.Id	The unique identifier of the associated partner.	metric
Partner_Name.Name	Partner_Name.Name	The name of the associated partner.	dimension
Partner_Type	Partner_Type	The classification of the partner (e.g., reseller, technology partner).	dimension
Payment_Date	Payment_Date	The date when a payment was made or is due.	dimension
Payment_Type	Payment_Type	The method of payment (e.g., credit card, bank transfer).	dimension
Phone	Phone	The primary phone number of the individual or company.	dimension
Pipeline	Pipeline	A series of stages representing the sales process or workflow.	dimension
Platform	Platform	The platform or system associated with an activity or integration.	dimension
Po	Po	The reference number for a purchase order.	dimension
Portal_Active	Portal_Active	Indicates if a customer or partner portal is active for the record.	dimension
Position	Position	The job role or position held by a contact or lead.	dimension
Previous_Companies	Previous_Companies	A list of companies where a contact previously worked.	dimension
Primary_Billing_Contact_Email	Primary_Billing_Contact_Email	The email address of the primary contact for billing purposes.	dimension
Primary_Billing_Contact_Name	Primary_Billing_Contact_Name	The name of the primary contact for billing purposes.	dimension
Priority	Priority	The level of urgency or importance assigned to a task or case.	dimension
Probability	Probability	The likelihood, as a percentage, of successfully closing a potential or deal.	metric
Product	Product	A lookup field referring to a specific product.	dimension
Product_Active	Product_Active	Specify the status of the product.	dimension
Product_Interest	Product_Interest	The specific product or service a lead or contact is interested in.	dimension
Product_Name	Product_Name	The name of the product.	dimension
Products	Products	A list of products associated with a sales order, quote, or other module.	dimension
Proposal_Expiration_Date	Proposal_Expiration_Date	The date until which a sales proposal or quote is valid.	dimension
Purchase_Order	Purchase_Order	The reference number of a purchase order related to a sales order or invoice.	dimension
Purchase_Time	Purchase_Time	The date and time when a purchase was made.	dimension
Purpose	Purpose	The reason or objective for an activity, such as a call.	dimension
Rating	Rating	A qualitative assessment or grade assigned to a lead or account.	dimension
Reason_Lost	Reason_Lost	The reason why a sales deal was lost.	dimension
Recent_Engagement	Recent_Engagement	The date and time of the most recent interaction or engagement with a contact.	dimension
Record_Image	Record_Image	An image associated with the record.	dimension
Record_Type	Record_Type	The classification or type of a CRM record (e.g., Lead, Contact, Account).	dimension
Recurring_Activity	Recurring_Activity	Select the check box to mark it as a recurring activity.	dimension
Referral_Agency	Referral_Agency	The agency that referred the lead or contact.	dimension
Referral_Agency.Id	Referral_Agency.Id	The unique identifier of the referral agency.	metric
Referral_Agency.Name	Referral_Agency.Name	The name of the referral agency.	dimension
Referred_By	Referred_By	The individual or entity who referred the lead or contact.	metric
Referred_By_Account	Referred_By_Account	The account that referred the lead or contact.	dimension
Referrer	Referrer	The source or URL from which a lead or visitor originated.	dimension
Region	Region	The geographical region associated with the record.	dimension
Region_Of_Interest	Region_Of_Interest	A geographical area that a lead or customer is interested in.	dimension
Remind_At	Remind_At	The specific date and time for a reminder to be triggered for a task or event.	dimension
Reminder	Reminder	Indicates if a reminder is set for an activity or task.	dimension
Reporting_To	Reporting_To	A lookup field to the contact or user whom an individual reports to within an organization.	dimension
Reporting_To.Id	Reporting_To.Id	The unique identifier of the person to whom the contact reports.	metric
Reporting_To.Name	Reporting_To.Name	The name of the person to whom the contact reports.	dimension
Revenue	Revenue	The total revenue generated or expected from a deal or account.	metric
Review	Review	Indicates if a record is awaiting review.	dimension
Review_Process.Approve	Review_Process.Approve	Action to approve a record within a review process.	dimension
Review_Process.Reject	Review_Process.Reject	Action to reject a record within a review process.	dimension
Review_Process.Resubmit	Review_Process.Resubmit	Action to resubmit a record for review after modifications.	dimension
Role	Role	The job role or position of a contact.	dimension
Sales_Commission	Sales_Commission	Specify the commission to the sales person upon closing the deal.	metric
Sales_Development_Owner	Sales_Development_Owner	A lookup field to the user responsible for sales development activities for a record.	dimension
Sales_Development_Owner.Id	Sales_Development_Owner.Id	The unique identifier of the sales development owner.	metric
Sales_Development_Owner.Name	Sales_Development_Owner.Name	The name of the sales development owner.	dimension
Salutation	Salutation	The salutation or title used for the individual (e.g., Mr., Ms., Dr.).	dimension
Score	Score	A numerical value representing a lead or deal score, often indicating its potential or priority.	metric
Sdr	Sdr	A lookup field to the Sales Development Representative associated with a record.	dimension
Sdr.Id	Sdr.Id	The unique identifier of the Sales Development Representative.	metric
Sdr.Name	Sdr.Name	The name of the Sales Development Representative.	dimension
Secondary_Contact_Phone	Secondary_Contact_Phone	An additional or alternative phone number for a contact.	dimension
Secondary_Email	Secondary_Email	An additional or secondary email address for the record.	dimension
Sector	Sector	The industry sector or vertical market an account or company belongs to.	dimension
Segment	Segment	The market segment or customer group to which a lead or contact belongs.	dimension
Sender_Name	Sender_Name	The name of the sender for communications or emails.	dimension
Seniority	Seniority	The level of seniority of a contact within their organization.	dimension
Sharing_Permission	Sharing_Permission	Permissions configured for sharing the record with other users or groups.	dimension
Shipping_City	Shipping_City	The city component of the shipping address.	dimension
Shipping_Code	Shipping_Code	The postal code component of the shipping address.	dimension
Shipping_Country	Shipping_Country	The country component of the shipping address.	dimension
Shipping_State	Shipping_State	The state or province component of the shipping address.	dimension
Shipping_Street	Shipping_Street	The street address component of the shipping address.	dimension
Signed_Contract	Signed_Contract	A boolean indicator if a contract has been signed.	dimension
Site_Visit	Site_Visit	The date and time of a specific visit to a website.	metric
Site_Visits	Site_Visits	The total number of visits to a website by a contact or lead.	dimension
Skype_Id	Skype_Id	The Skype ID of a lead or contact.	dimension
Source_Group	Source_Group	A classification or grouping for the origin of a lead or record.	dimension
Stage	Stage	The current phase or stage of a potential or deal in the sales pipeline.	dimension
Start_Date	Start_Date	The date when an activity, campaign, or product sales period begins.	dimension
Start_Datetime	Start_Datetime	The specific date and time when an event or activity is scheduled to begin.	dimension
Start_Of_Position	Start_Of_Position	The start date of a contact’s current or previous job position.	dimension
State	State	The state or region for the record’s address.	dimension
Status	Status	The current state or condition of a record, such as a lead, campaign, or task.	dimension
Strategic_Partnership_Owner	Strategic_Partnership_Owner	A lookup field to the user who manages the strategic partnership.	dimension
Strategic_Partnership_Owner.Id	Strategic_Partnership_Owner.Id	The unique identifier of the strategic partnership owner.	metric
Strategic_Partnership_Owner.Name	Strategic_Partnership_Owner.Name	The name of the strategic partnership owner.	dimension
Street	Street	The street address for the record.	dimension
Sub_Vertical	Sub_Vertical	A more specific niche within an industry vertical.	dimension
Subject	Subject	The title or main topic of an event, task, call, or inventory record like a quote.	dimension
Subscription_Amount	Subscription_Amount	The monetary amount of a subscription.	metric
Subscription_Interval	Subscription_Interval	The frequency or period of a subscription (e.g., monthly, annually).	dimension
Support_Status	Support_Status	The current status of a support ticket or customer support interaction.	dimension
Tag.0.Id	Tag.0.Id	The unique identifier for the first tag associated with the record. Zoho CRM supports adding and removing tags from records.	metric
Tag.0.Name	Tag.0.Name	The name of the first tag associated with the record. Zoho CRM supports adding and removing tags from records.	dimension
Tag.1.Id	Tag.1.Id	The unique identifier for the second tag associated with the record.	metric
Tag.1.Name	Tag.1.Name	The name of the second tag associated with the record.	dimension
Tag.2.Id	Tag.2.Id	The unique identifier for the third tag associated with the record.	metric
Tag.2.Name	Tag.2.Name	The name of the third tag associated with the record.	dimension
Tag.3.Id	Tag.3.Id	The unique identifier for the fourth tag associated with the record.	metric
Tag.3.Name	Tag.3.Name	The name of the fourth tag associated with the record.	dimension
Tag.4.Id	Tag.4.Id	The unique identifier for the fifth tag associated with the record.	metric
Tag.4.Name	Tag.4.Name	The name of the fifth tag associated with the record.	dimension
Taxable	Taxable	Specify whether the product is a taxable product.	dimension
Territories.0.Assigned	Territories.0.Assigned	Indicates if the record is assigned to a specific territory.	dimension
Territories.0.Assigned_By	Territories.0.Assigned_By	The user who assigned the record to this territory.	dimension
Territories.0.Assigned_Time	Territories.0.Assigned_Time	The date and time when the record was assigned to this territory.	dimension
Territories.0.Id	Territories.0.Id	The unique identifier of the assigned territory.	metric
Territories.1.Assigned	Territories.1.Assigned	Indicates if the record is assigned to a specific territory. (Second territory).	dimension
Territories.1.Assigned_By	Territories.1.Assigned_By	The user who assigned the record to this territory. (Second territory).	dimension
Territories.1.Assigned_Time	Territories.1.Assigned_Time	The date and time when the record was assigned to this territory. (Second territory).	dimension
Territories.1.Id	Territories.1.Id	The unique identifier of the assigned territory. (Second territory).	metric
Time_Conversion_Status_Change	Time_Conversion_Status_Change	The date and time when the conversion status of a record last changed.	dimension
Time_Stamp	Time_Stamp	A general date and time stamp for an event or record update.	dimension
Time_Zone	Time_Zone	The time zone associated with a user or location.	dimension
Title	Title	The job position or salutation of a lead or contact.	dimension
Type	Type	The classification or category of a record, such as the type of potential or campaign.	dimension
Unsubscribed_Mode	Unsubscribed_Mode	The method by which the record was unsubscribed from communications.	dimension
Unsubscribed_Time	Unsubscribed_Time	The date and time when the record was unsubscribed.	dimension
Updated	Updated	The date and time when the record was last updated.	dimension
Updated_On	Updated_On	The date when the record was last updated.	dimension
User_Id	User_Id	The unique identifier of a user in Zoho CRM.	dimension
User_Type	User_Type	The classification or role of a user.	dimension
Userid	Userid	The unique identifier of a user in Zoho CRM.	metric
Vat_Number	Vat_Number	The Value Added Tax (VAT) registration number for a company or contact.	dimension
Vertical	Vertical	The industry vertical or market segment an account or company operates in.	dimension
Website	Website	The URL of a company’s or individual’s website.	dimension
Weighted_Forecast	Weighted_Forecast	The projected revenue calculated by factoring in the probability of closing a deal.	metric
What_Id	What_Id	A polymorphic lookup field that can relate an activity to modules like Accounts or Potentials.	dimension
What_Id.Id	What_Id.Id	The unique identifier of the related ‘What’ record (e.g., Account Id, Potential Id).	dimension
What_Id.Name	What_Id.Name	The name of the related ‘What’ record (e.g., Account Name, Potential Name).	dimension
Who_Id	Who_Id	A polymorphic lookup field that can relate an activity to modules like Leads or Contacts.	dimension
Who_Id.Id	Who_Id.Id	The unique identifier of the related ‘Who’ record (e.g., Lead Id, Contact Id).	dimension
Who_Id.Name	Who_Id.Name	The name of the related ‘Who’ record (e.g., Lead Name, Contact Name).	dimension
Zip_Code	Zip_Code	The postal or zip code for the record’s address.	dimension