Feature Overview

The Opportunity Amount Integration setup enables administrators to configure which CRM fields are used to calculate opportunity amounts in TruSales. This flexible mapping system allows organizations to define how opportunity values are determined by selecting specific currency, number, or formula fields from their CRM system. This includes the ability to configure different field combinations for different sales stages and sum multiple fields when needed.

How It Works

The interface displays a comprehensive table of available CRM fields that can be used for amount calculations, including currency, number, and formula field types. Administrators can select a sales stage and then toggle which fields should be included in the amount calculation for that stage. When multiple fields are selected for a stage, TruSales automatically sums their values to determine the total opportunity amount.

Use Cases

• For Admins: Configure accurate opportunity amount calculations that match organizational revenue tracking methods, and map complex CRM field structures to TruSales amount calculations, ensuring consistent reporting and advanced analytics across different sales stages.
• For Sales Managers: Ensure opportunity values reflect the correct total amounts based on how deals are structured in the CRM, providing accurate pipeline and forecast data for their teams.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active CRM instance integration properly configured and synced
• CRM fields of type currency, number, or formula available for amount calculations
• Understanding of organizational revenue tracking and opportunity amount structures

Highlights

• Stage-specific field mapping enables precise amount calculations tailored to different sales phases
• Multi-field summation supports complex revenue structures with multiple contributing amounts
• CRM sync integration ensures access to all available fields for comprehensive mapping options

Need Help?

Contact your Customer Success Manager for guidance on configuring opportunity amount integrations for your organization's revenue tracking requirements, or TruSales Support if you experience any technical issues with this page.