Knowledgebase articles
- Welcome to the Knowledge Base
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- What is Spotler?
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- Domain Names and Online Activities
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- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
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- Introduction to Reporting
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- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
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- Sagelink
- Introduction to Transaction Documents
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- Creating & Modifying Picklists
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- Releases & Roadmap
Opportunity Field Mappings
Last updated : 17th December 2020
A list of standard Workbooks fields that are synced from Opportunities to Outreach Opportunities
NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.
The following standard Workbooks fields are synchronised from People to Outreach Prospects when a new Person record is created or updated that meets the criteria.
| Workbooks Field Name | Outreach Field Name |
|---|---|
| Opportunity Name | Name |
| Close Date | Close Date |
| Probability | Probability |
| Amount | Amount* |
Custom Field mappings can be added as required. See here for more information.
NOTE: The Amount field in Outreach will only display in USD as Outreach does not currently support multi-currency. No exchange rate conversation takes place from the Document Currency to Outreach’s USD rate. If this value is important to your business in Outreach, create a Custom mapping to sync the Opportunity Amount to an Outreach Custom field to show it correctly.