Leads

CRM entity for lead records enriched with TrueAI predictive insights.

Fields

Entity	Field Name	Display Name	Data Type	Field Length	Description	Deprecated	Field Name Sfdc	Field Name Msdyn
leads	_sys_as_of	As of Date	DATETIME		The date of the last data request from the platform	false
leads	_sys_doc_id	Doc ID	STRING	50	Unique record identifier, based on the ID of the document in the remote system (such as Salesforce ID)	false	Id	leadid
leads	_sys_filt_end_date	Filter End Date	DATE		The end date of the record, stripped of time	false
leads	_sys_filt_start_date	Filter Start Date	DATE		The start date of the record, stripped of time	false
leads	_sys_last_modified_on	Last Modified On	DATETIME		The date of the last data modification in the platform	false	SystemModstamp	modifiedon
leads	_sys_ssr_id	SSR ID	STRING	50	Id of the SSR document the record belongs to	false
leads	crm_account_id	CRM Account ID	STRING	50	CRM account id of the lead	false	ConvertedAccountId	accountid
leads	crm_addr_city	CRM Address City	STRING	150	Lead's city in the CRM	false	City	address1_city
leads	crm_addr_country	CRM Address Country	STRING	150	Lead's country in the CRM	false	Country	address1_country
leads	crm_addr_postal_code	CRM Address Postal Code	STRING	150	Lead's postal code in the CRM	false	PostalCode	address1_postalcode
leads	crm_addr_state	CRM Address State	STRING	150	Lead's state in the CRM	false	State	address1_stateorprovince
leads	crm_addr_street	CRM Address Street	STRING	150	Lead's street in the CRM	false	Street	address1_line1
leads	crm_complt	CRM Completeness	FLOAT		Lead's completeness score based on the CRM data	false
leads	crm_complt_contact	CRM Completeness Contact	FLOAT		Lead's contact information completeness score based on the CRM data	false
leads	crm_complt_contact_method	CRM Completeness Contact Method	FLOAT		Lead's contact method completeness score based on the CRM data	false
leads	crm_complt_custom	CRM Completeness Custom	FLOAT		Lead's custom completeness score based on the CRM data	false
leads	crm_complt_geo	CRM Completeness Geo	FLOAT		Lead's location completeness score based on the CRM data	false
leads	crm_complt_marketing	CRM Completeness Marketing	FLOAT		Lead's marketing completeness score based on the CRM data	false
leads	crm_contact_title	CRM Contact Title	STRING	150	Lead's title in the CRM	false	Title	jobtitle
leads	crm_converted_contact_id	CRM Converted Contact ID	STRING	50	Lead's contact id in the CRM	false	ConvertedContactId	contactid
leads	crm_converted_date	CRM Converted Date	DATETIME		Lead conversion date in the CRM	false	ConvertedDate	new_converteddate
leads	crm_converted_opp_id	CRM Converted Opp ID	STRING	50	Lead's opp id in the CRM	false	ConvertedOpportunityId	QualifyingOpportunityId
leads	crm_created_on	CRM Created On	DATETIME		Lead creation date in the CRM	false	CreatedDate	createdon
leads	crm_creator_id	CRM Creator ID	STRING	50	Lead creator's id in the CRM	false	CreatedById	createdby
leads	crm_custom_value_1	CRM Custom Value 1	STRING	150	Custom categorical variable	false
leads	crm_custom_value_2	CRM Custom Value 2	STRING	150	Custom categorical variable	false
leads	crm_custom_value_3	CRM Custom Value 3	STRING	150	Custom categorical variable	false
leads	crm_deep_link	CRM Deep Link	STRING	500	Link to the lead in the remote system (such as Salesforce)	false
leads	crm_email	CRM Email	STRING	150	Lead's email	false	Email	emailaddress1
leads	crm_first_name	CRM First Name	STRING	150	Lead's first name	false	FirstName	firstname
leads	crm_industry	CRM Industry	STRING	150	Lead's industry in the CRM	false	Industry	industrycode
leads	crm_last_act_time	CRM Last Activity Time	DATETIME		Lead's last activity time in the CRM	false	LastActivityDate	lastonholdtime
leads	crm_last_name	CRM Last Name	STRING	150	Lead's last name	false	LastName	lastname
leads	crm_leadsource	CRM Lead Source	STRING	150	Lead's lead source in the CRM	false	LeadSource	leadsourcecode
leads	crm_modified_on	CRM Modified On	DATETIME		Lead modified on date in the CRM	false	LastModifiedDate	modifiedon
leads	crm_name	CRM Name	STRING	500	Lead name in the CRM	false	Company	companyname
leads	crm_num_employees	CRM Num Employees	INTEGER		Lead's number of employees in the CRM	false	NumberOfEmployees	numberofemployees
leads	crm_owner_id	CRM Owner ID	STRING	50	Lead owner's id in the CRM	false	OwnerId	ownerid
leads	crm_phone	CRM Phone	STRING	150	Lead's phone number	false	Phone	telephone1
leads	crm_status	CRM Status	STRING	150	Lead's status in the CRM	false	Status	statuscode
leads	crm_web_url	CRM Weburl	STRING	150	Lead's URL in the CRM	false	Website	websiteurl
leads	cust_bool1	cust_bool1	BOOLEAN		cust_bool1	false
leads	cust_bool2	cust_bool2	BOOLEAN		cust_bool2	false
leads	cust_num1	cust_num1	FLOAT		cust_num1	false
leads	cust_num2	cust_num2	FLOAT		cust_num2	false
leads	cust_num3	cust_num3	FLOAT		cust_num3	false
leads	cust_num4	cust_num4	FLOAT		cust_num4	false
leads	cust_num5	cust_num5	FLOAT		cust_num5	false
leads	cust_num6	cust_num6	FLOAT		cust_num6	false
leads	cust_num7	cust_num7	FLOAT		cust_num7	false
leads	cust_text1	cust_text1	STRING	50	cust_text1	false
leads	cust_text2	cust_text2	STRING	50	cust_text2	false
leads	cust_text3	cust_text3	STRING	50	cust_text3	false
leads	cust_text4	cust_text4	STRING	50	cust_text4	false
leads	cust_text5	cust_text5	STRING	50	cust_text5	false
leads	ext_addr_city	ext_address_city	STRING	100		false
leads	ext_addr_country	ext_address_country	STRING	100		false
leads	ext_addr_postal_code	ext_address_postalcode	STRING	100		false
leads	ext_addr_state	ext_address_state	STRING	100		false
leads	ext_addr_street	ext_address_street	STRING	100		false
leads	ext_debug	ext_debug	OBJECT	50000		false
leads	ext_id	ext_id	STRING	100		false
leads	ext_industry	ext_industry	STRING	100		false
leads	ext_is_match	ext_is_match	STRING	100		false
leads	ext_last_updated	ext_last_updated	DATETIME			false
leads	ext_linkedin_url	ext_linkedin_url	STRING	100		false
leads	ext_match_conf	ext_match_conf	FLOAT			false
leads	ext_match_rule	ext_match_rule	INTEGER			false
leads	ext_name	ext_name	STRING	100		false
leads	ext_num_employees_range	ext_num_employees_range	STRING	100		false
leads	ext_phone	ext_phone	STRING	100		false
leads	ext_revenue_range	ext_revenue_range	STRING	100		false
leads	ext_self_verified	ext_self_verified	BOOLEAN			false
leads	ext_source	ext_source	STRING	100		false
leads	ext_web_url	ext_web_url	STRING	100		false
leads	ext_year_founded	ext_year_founded	INTEGER			false
leads	trueai_addr_city	Address City	STRING	50	Lead's city	false
leads	trueai_addr_country	Address Country	STRING	50	Lead's country	false
leads	trueai_addr_lat	Address Lat	FLOAT		Lead's latitude	false
leads	trueai_addr_long	Address Long	FLOAT		Lead's longitude	false
leads	trueai_addr_postal_code	Address Postal Code	STRING	50	Lead's postal code	false
leads	trueai_addr_rule	Address Rule	INTEGER		Lead's address prediction rule	false
leads	trueai_addr_state	Address State	STRING	50	Lead's state	false
leads	trueai_addr_street	Address Street	STRING	50	Lead's street	false
leads	trueai_company_dupe_conf	Company Duplicate Confidence	FLOAT		Lead's company duplication confidence	false
leads	trueai_company_dupe_id	Company Duplicate ID	STRING	50	Lead's company duplication id	false
leads	trueai_company_size	Company Size	STRING	50	Lead's standardized company size	false
leads	trueai_company_size_rule	Company Size Rule	INTEGER		Lead's standardized company size prediction rule	false
leads	trueai_complt	Completeness	FLOAT		Completeness score of the lead based on the standardized data	false
leads	trueai_complt_contact	Completeness Contact	FLOAT		Contact information completeness score of the lead based on the standardized data	false
leads	trueai_complt_contact_method	Completeness Contact Method	FLOAT		Contact method completeness score of the lead based on the standardized data	false
leads	trueai_complt_geo	Completeness Geo	FLOAT		Location completeness score of the lead based on the standardized data	false
leads	trueai_complt_marketing	Completeness Marketing	FLOAT		Marketing completeness score of the lead based on the standardized data	false
leads	trueai_converted_date	Converted Date	DATETIME		Lead converted date	false
leads	trueai_converted_date_rule	Converted Date Rule	INTEGER		Lead converted date rule	false
leads	trueai_created_on	Created On	DATETIME		Lead creation date	false
leads	trueai_creator_id	Creator ID	STRING	50	Lead creator's id	false
leads	trueai_dur	Duration	INTEGER	50	Total duration of activities performed on the lead	false
leads	trueai_first_touch	First Touch	DATETIME		Date when the lead was first touched	false
leads	trueai_first_touch_rule	First Touch Rule	INTEGER		Rule for date when the lead was first touched	false
leads	trueai_industry	Industry	STRING	50	Lead's standardized industry	false
leads	trueai_industry_conf	Industry Confidence	FLOAT		Lead's standardized industry prediction confidence	false
leads	trueai_industry_rule	Industry Rule	INTEGER		Lead's standardized industry prediction rule	false
leads	trueai_is_disqualified	Is Disqualified	STRING	50	Lead's standardized disqualification status	false
leads	trueai_is_disqualified_conf	Is Disqualified Confidence	FLOAT		Lead's standardized disqualification status prediction confidence	false
leads	trueai_is_master	Is Master	BOOLEAN		Boolean flag that indicates whether the lead is the master lead in its group of duplicates	false
leads	trueai_last_outcome_date	Last Outcome	DATETIME		Leads last outcome	false
leads	trueai_last_outcome_date_rule	Last Outcome Rule	INTEGER		Leads last outcome rule	false
leads	trueai_last_touch	Last Touch	DATETIME		Date when the lead was last touched	false
leads	trueai_last_touch_rule	Last Touch Rule	INTEGER		Rule for date when the lead was last touched	false
leads	trueai_lead_dupe_conf	Lead Duplicate Confidence	FLOAT		Lead's lead duplication confidence	false
leads	trueai_lead_dupe_id	Lead Duplicate ID	STRING	50	Lead's lead duplication id	false
leads	trueai_leadsource	Lead Source	STRING	50	Lead's standardized lead source	false
leads	trueai_leadsource_conf	Lead Source Confidence	FLOAT		Lead's standardized lead source prediction confidence	false
leads	trueai_leadsource_is_inbound	Lead Source Is Inbound	BOOLEAN		Boolean flag that indicates whether the lead's standardized lead source is inbound	false
leads	trueai_leadsource_rule	Lead Source Rule	INTEGER		Lead's standardized lead source prediction rule	false
leads	trueai_owner_id	Owner ID	STRING	50	Lead owner's id	false
leads	trueai_owner_id_rule	Owner ID Rule	INTEGER		Lead owner's id rule	false
leads	trueai_prob_of_conversion	Probability of Conversion	FLOAT		Lead's probability of conversion	false
leads	trueai_qual_bucket	Quality Bucket	STRING	50	Quality bucket based on the probability of conversion	false
leads	trueai_qual_bucket_num	Quality Bucket Num	INTEGER		Quality bucket expressed as an integer from 1 to 5 based on the probability of conversion	false
leads	trueai_ssr_is_master	SSR Is Master	BOOLEAN		Boolean flag that indicates whether the lead is the master lead in its group of duplicates, for leads it corresponds to the trueai_is_master flag	false
leads	trueai_test	Test	STRING	100	Test model	false
leads	trueai_test_conf	Test Confidence	FLOAT		Test model confidence	false
leads	trueai_test_debug	Test Debug	STRING	2000	Test model debug information	false
leads	trueai_test_rule	Test Rule	STRING	500	Test model rule	false
leads	trueai_title_department	Title Department	STRING	50	Lead's standardized department	false
leads	trueai_title_department_conf	Title Department Confidence	FLOAT		Lead's standardized department prediction confidence	false
leads	trueai_title_seniority	Title Seniority	STRING	50	Lead's standardized seniority	false
leads	trueai_title_seniority_conf	Title Seniority Confidence	FLOAT		Lead's standardized seniority prediction confidence	false

Rules

Model	Rule Name	Sys Doc Id	Description	Is Default Rule
LeadsOwnerid	OWNERSHIP_LEADS_CRM_OWNER	100001	Lead CRM owner becomes the owner	true
LeadsOwnerid	OWNERSHIP_LEADS_CRM_OPP_CREATOR_SELLING_STARTED_AT_OR_AFTER_OPP_CREATION	100002	Selling started at or after the CRM opp creation date, so the CRM creator of the opp becomes the owner	false
LeadsOwnerid	OWNERSHIP_LEADS_CRM_OWNER_OVERRIDDEN_BY_ACT_COUNT	100003	Lead owner overridden by owner of most activities	false
LeadsCloseDate	END_LEADS_CRM_CONVERTED	107001	Lead is converted, close date is converted_date	true
LeadsCloseDate	END_LEADS_DISQUALIFIED	107002	Lead is disqualified, close date is last touched date if touched, and createdon if not, adding lead_touch_cycle days if only one touch to have > 0 prospecting days	false
LeadsCloseDate	END_LEADS_NO_ACTIVITY_RECORDED_IN_CREATION_PLUS_LEAD_TOUCH_CYCLE_PLUS_LEAD_ABANDONMENT_CYCLE	107003	Lead is ignored: no activity within creation date + lead_touch_cycle + lead_abandonment_cycle, close date is createdon + lead_touch_cycle + lead_abandonment_cycle	false
LeadsCloseDate	END_LEADS_NO_MORE_ACTIVITES_DETECTED_IN_LEAD_ABANDONMENT_CYCLE	107004	Lead is abandoned: no further activity within last touch + lead_abandonment_cycle, close date is last touch + lead_abandonment_cycle	false
LeadsCloseDate	END_LEADS_STILL_OPEN	107005	Lead is still open, close date is None	false
LeadsFirstTouch	END_LEADS_NOT_HATLEAD	110001	Lead is a not a hatlead, returning None	false
LeadsFirstTouch	END_LEADS_FIRST_ACTIVITY_RECORDED	110002	First touch is performedon of the first activity	true
LeadsFirstTouch	END_LEADS_NO_ACTIVITIES_BUT_CONVERTED	110003	No activities but lead converted, returning createdon	false
LeadsFirstTouch	END_LEADS_NO_ACTIVITIES_BUT_DISQUALIFIED	110004	No activities but lead disqualified, returning createdon	false
LeadsFirstTouch	END_LEADS_UNTOUCHED	110005	No activities and lead is not converted nor disqualified, therefore untouched	false
LeadsFirstTouch	END_LEADS_NO_ACTIVITES_USE_MIDDLE_BETWEEN_CREATED_AND_CRM_LAST_ACTIVITY	110006	No activities but crm last activity time present, user middle between createdon and last activity time as first touch	false
LeadsLastTouch	END_LEADS_NOT_HATLEAD	112001	Lead is a not a hatlead, returning None	false
LeadsLastTouch	END_LEADS_LAST_ACTIVITY_RECORDED	112002	Last touch is performedon of the last activity	true
LeadsLastTouch	END_LEADS_NO_ACTIVITIES_BUT_CONVERTED	112003	No activities but lead converted, returning createdon	false
LeadsLastTouch	END_LEADS_NO_ACTIVITIES_BUT_DISQUALIFIED	112004	No activities but lead disqualified, returning createdon	false
LeadsLastTouch	END_LEADS_UNTOUCHED	112005	No activities and lead is not converted nor disqualified, therefore untouched	false
LeadsLastTouch	END_LEADS_NO_ACTIVITES_USE_CRM_LAST_ACTIVITY	112006	No activities but crm last activity time present, user middle last activity time as last touch	false
LeadsConvertedDate	END_LEADS_LEAD_IS_CONTACT	114001	Lead is a contact, not lead, converted date is None	false
LeadsConvertedDate	END_LEADS_ACCOUNT_CONVERTED_DATE	114002	Use account converted date based on first opp start date	true