Feature Overview
The Opportunity Type Integration setup allows administrators to select custom fields from the Opportunity object in your CRM instance that can be used for TruSales opportunity type categorization. This provides flexibility beyond the standard "Type" field, enabling more granular and customized opportunity classification for better sales analysis and reporting.
How It Works
The system displays a searchable table of available custom fields from the Opportunity object that are ofc ompatible types (multipicklist, picklist, or boolean). Administrators can toggle which fields should be used as type fields for integrations. The standard "Type" field is automatically included when available. After making selections, administrators must save and update the configuration, which may trigger a data sync to apply the changes.
Use Cases
- For Admins: Configure custom fields for opportunity typing when the standard Type field doesn't provide sufficient categorization options.
- For Sales Managers: Benefit from more precise opportunity categorization that aligns with organizational definitions of deal types for their team reporting.
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
- Relevant custom fields created and accessible in the CRM Opportunity object
Highlights
- Eliminates reporting gaps when standard Type fields don't match business categorization needs
- Prevents data loss during field mapping transitions with seamless configuration updates
- Stops manual workarounds by enabling custom field selection
Need Help?
Contact your Customer Success Manager for help configuring opportunity type integrations or troubleshooting field sync issues, or TruSales Support if you experience any technical issues with this page.