[ { "creation": "2013-04-10 11:45:37", "docstatus": 0, "modified": "2013-07-30 14:44:35", "modified_by": "Administrator", "owner": "Administrator" }, { "autoname": "naming_series:", "doctype": "DocType", "document_type": "Master", "icon": "icon-user", "module": "Selling", "name": "__common__", "search_fields": "lead_name,lead_owner,status" }, { "doctype": "DocField", "name": "__common__", "parent": "Lead", "parentfield": "fields", "parenttype": "DocType", "permlevel": 0 }, { "amend": 0, "create": 1, "doctype": "DocPerm", "name": "__common__", "parent": "Lead", "parentfield": "permissions", "parenttype": "DocType", "permlevel": 0, "read": 1, "report": 1, "submit": 0, "write": 1 }, { "doctype": "DocType", "name": "Lead" }, { "doctype": "DocField", "fieldname": "lead_details", "fieldtype": "Section Break", "label": "Lead Details", "options": "icon-user" }, { "description": "To manage multiple series please go to Setup > Manage Series", "doctype": "DocField", "fieldname": "naming_series", "fieldtype": "Select", "label": "Naming Series", "no_copy": 1, "oldfieldname": "naming_series", "oldfieldtype": "Select", "options": "LEAD\nLEAD/10-11/\nLEAD/MUMBAI/", "reqd": 0 }, { "doctype": "DocField", "fieldname": "lead_name", "fieldtype": "Data", "in_filter": 1, "in_list_view": 1, "label": "Contact Name", "oldfieldname": "lead_name", "oldfieldtype": "Data", "reqd": 1, "search_index": 1 }, { "description": "Name of organization from where lead has come", "doctype": "DocField", "fieldname": "company_name", "fieldtype": "Data", "in_filter": 1, "in_list_view": 1, "label": "Company Name", "oldfieldname": "company_name", "oldfieldtype": "Data", "reqd": 0, "search_index": 0 }, { "doctype": "DocField", "fieldname": "email_id", "fieldtype": "Data", "label": "Email Id", "oldfieldname": "email_id", "oldfieldtype": "Data", "reqd": 0, "search_index": 1 }, { "doctype": "DocField", "fieldname": "cb6", "fieldtype": "Column Break" }, { "default": "Open", "doctype": "DocField", "fieldname": "status", "fieldtype": "Select", "in_filter": 1, "in_list_view": 1, "label": "Status", "no_copy": 1, "oldfieldname": "status", "oldfieldtype": "Select", "options": "\nOpen\nReplied\nAttempted to Contact\nContact in Future\nContacted\nInterested\nNot interested\nLead Lost\nConverted\nPassive", "reqd": 1, "search_index": 1 }, { "description": "Source of the lead. If via a campaign, select \"Campaign\"", "doctype": "DocField", "fieldname": "source", "fieldtype": "Select", "in_filter": 1, "in_list_view": 1, "label": "Source", "no_copy": 1, "oldfieldname": "source", "oldfieldtype": "Select", "options": "\nAdvertisement\nBlog Post\nCampaign\nCall\nCustomer\nExhibition\nSupplier\nWebsite\nEmail", "reqd": 0, "search_index": 0 }, { "depends_on": "eval:doc.source == 'Customer'", "description": "Source of th", "doctype": "DocField", "fieldname": "customer", "fieldtype": "Link", "hidden": 0, "label": "From Customer", "oldfieldname": "customer", "oldfieldtype": "Link", "options": "Customer" }, { "depends_on": "eval:doc.source == 'Campaign'", "description": "Enter campaign name if the source of lead is campaign.", "doctype": "DocField", "fieldname": "campaign_name", "fieldtype": "Link", "hidden": 0, "label": "Campaign Name", "oldfieldname": "campaign_name", "oldfieldtype": "Link", "options": "Campaign" }, { "doctype": "DocField", "fieldname": "communication_history", "fieldtype": "Section Break", "label": "Communication History", "options": "icon-comments" }, { "allow_on_submit": 0, "doctype": "DocField", "fieldname": "communication_html", "fieldtype": "HTML", "label": "Communication HTML", "oldfieldname": "follow_up", "oldfieldtype": "Table" }, { "doctype": "DocField", "fieldname": "contact_info", "fieldtype": "Section Break", "label": "Address & Contact", "oldfieldtype": "Column Break", "options": "icon-map-marker" }, { "depends_on": "eval:doc.__islocal", "doctype": "DocField", "fieldname": "address_desc", "fieldtype": "HTML", "hidden": 0, "label": "Address Desc", "options": "Addresses will appear only when you save the lead", "print_hide": 1 }, { "doctype": "DocField", "fieldname": "address_html", "fieldtype": "HTML", "hidden": 0, "label": "Address HTML", "print_hide": 0, "read_only": 1 }, { "doctype": "DocField", "fieldname": "column_break2", "fieldtype": "Column Break" }, { "doctype": "DocField", "fieldname": "remark", "fieldtype": "Small Text", "label": "Remark", "oldfieldname": "remark", "oldfieldtype": "Text" }, { "doctype": "DocField", "fieldname": "phone", "fieldtype": "Data", "label": "Phone", "oldfieldname": "contact_no", "oldfieldtype": "Data", "reqd": 0 }, { "doctype": "DocField", "fieldname": "mobile_no", "fieldtype": "Data", "label": "Mobile No.", "oldfieldname": "mobile_no", "oldfieldtype": "Data" }, { "doctype": "DocField", "fieldname": "fax", "fieldtype": "Data", "label": "Fax", "oldfieldname": "fax", "oldfieldtype": "Data" }, { "doctype": "DocField", "fieldname": "website", "fieldtype": "Data", "label": "Website", "oldfieldname": "website", "oldfieldtype": "Data" }, { "description": "To manage Territory, click here", "doctype": "DocField", "fieldname": "territory", "fieldtype": "Link", "label": "Territory", "oldfieldname": "territory", "oldfieldtype": "Link", "options": "Territory", "print_hide": 1 }, { "doctype": "DocField", "fieldname": "more_info", "fieldtype": "Section Break", "label": "More Info", "oldfieldtype": "Section Break", "options": "icon-file-text" }, { "doctype": "DocField", "fieldname": "type", "fieldtype": "Select", "in_filter": 1, "label": "Lead Type", "oldfieldname": "type", "oldfieldtype": "Select", "options": "\nClient\nChannel Partner\nConsultant" }, { "default": "__user", "doctype": "DocField", "fieldname": "lead_owner", "fieldtype": "Link", "in_filter": 1, "label": "Lead Owner", "oldfieldname": "lead_owner", "oldfieldtype": "Link", "options": "Profile", "search_index": 1 }, { "doctype": "DocField", "fieldname": "market_segment", "fieldtype": "Select", "hidden": 0, "in_filter": 1, "label": "Market Segment", "oldfieldname": "market_segment", "oldfieldtype": "Select", "options": "\nLower Income\nMiddle Income\nUpper Income", "reqd": 0, "search_index": 0 }, { "doctype": "DocField", "fieldname": "industry", "fieldtype": "Link", "label": "Industry", "oldfieldname": "industry", "oldfieldtype": "Link", "options": "Industry Type" }, { "doctype": "DocField", "fieldname": "request_type", "fieldtype": "Select", "label": "Request Type", "oldfieldname": "request_type", "oldfieldtype": "Select", "options": "\nProduct Enquiry\nRequest for Information\nSuggestions\nOther" }, { "doctype": "DocField", "fieldname": "fiscal_year", "fieldtype": "Select", "hidden": 1, "in_filter": 1, "label": "Fiscal Year", "oldfieldname": "fiscal_year", "oldfieldtype": "Select", "options": "link:Fiscal Year" }, { "doctype": "DocField", "fieldname": "column_break3", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "width": "50%" }, { "allow_on_submit": 0, "depends_on": "eval:doc.status == 'Lead Lost'", "doctype": "DocField", "fieldname": "order_lost_reason", "fieldtype": "Link", "hidden": 0, "label": "Lost Reason", "oldfieldname": "order_lost_reason", "oldfieldtype": "Link", "options": "Quotation Lost Reason" }, { "allow_on_submit": 0, "description": "Your sales person who will contact the lead in future", "doctype": "DocField", "fieldname": "contact_by", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "label": "Next Contact By", "oldfieldname": "contact_by", "oldfieldtype": "Link", "options": "Profile", "print_hide": 0, "reqd": 0, "width": "100px" }, { "allow_on_submit": 0, "description": "Your sales person will get a reminder on this date to contact the lead", "doctype": "DocField", "fieldname": "contact_date", "fieldtype": "Date", "in_filter": 1, "label": "Next Contact Date", "no_copy": 1, "oldfieldname": "contact_date", "oldfieldtype": "Date", "reqd": 0, "width": "100px" }, { "depends_on": "eval:!doc.__islocal", "description": "Date on which the lead was last contacted", "doctype": "DocField", "fieldname": "last_contact_date", "fieldtype": "Date", "label": "Last Contact Date", "no_copy": 1, "oldfieldname": "last_contact_date", "oldfieldtype": "Date", "print_hide": 1, "read_only": 1 }, { "doctype": "DocField", "fieldname": "company", "fieldtype": "Link", "label": "Company", "oldfieldname": "company", "oldfieldtype": "Link", "options": "Company", "reqd": 0 }, { "doctype": "DocField", "fieldname": "unsubscribed", "fieldtype": "Check", "label": "Unsubscribed" }, { "doctype": "DocField", "fieldname": "blog_subscriber", "fieldtype": "Check", "label": "Blog Subscriber" }, { "cancel": 1, "doctype": "DocPerm", "role": "Sales Manager" }, { "cancel": 0, "doctype": "DocPerm", "role": "Sales User" } ]