{
 "actions": [],
 "allow_events_in_timeline": 1,
 "allow_import": 1,
 "allow_rename": 1,
 "autoname": "naming_series:",
 "creation": "2013-03-07 18:50:30",
 "description": "Potential Sales Deal",
 "doctype": "DocType",
 "document_type": "Document",
 "editable_grid": 1,
 "email_append_to": 1,
 "engine": "InnoDB",
 "field_order": [
  "naming_series",
  "opportunity_from",
  "party_name",
  "customer_name",
  "status",
  "column_break0",
  "opportunity_type",
  "opportunity_owner",
  "column_break_10",
  "sales_stage",
  "expected_closing",
  "probability",
  "organization_details_section",
  "no_of_employees",
  "annual_revenue",
  "customer_group",
  "column_break_23",
  "industry",
  "market_segment",
  "website",
  "column_break_31",
  "city",
  "state",
  "country",
  "territory",
  "section_break_14",
  "currency",
  "column_break_36",
  "conversion_rate",
  "column_break_17",
  "opportunity_amount",
  "base_opportunity_amount",
  "section_break_analytics",
  "utm_source",
  "utm_content",
  "column_break_emai",
  "utm_campaign",
  "column_break_whcu",
  "utm_medium",
  "more_info",
  "company",
  "transaction_date",
  "column_break1",
  "language",
  "amended_from",
  "title",
  "first_response_time",
  "lost_detail_section",
  "lost_reasons",
  "order_lost_reason",
  "column_break_56",
  "competitors",
  "contact_info",
  "primary_contact_section",
  "contact_person",
  "job_title",
  "column_break_54",
  "contact_email",
  "contact_mobile",
  "column_break_22",
  "whatsapp",
  "phone",
  "phone_ext",
  "address_contact_section",
  "address_html",
  "customer_address",
  "address_display",
  "column_break3",
  "contact_html",
  "contact_display",
  "items_section",
  "items",
  "section_break_32",
  "base_total",
  "column_break_33",
  "total",
  "activities_tab",
  "open_activities_html",
  "all_activities_section",
  "all_activities_html",
  "notes_tab",
  "notes_html",
  "notes",
  "dashboard_tab"
 ],
 "fields": [
  {
   "fieldname": "naming_series",
   "fieldtype": "Select",
   "in_list_view": 1,
   "label": "Series",
   "no_copy": 1,
   "oldfieldname": "naming_series",
   "oldfieldtype": "Select",
   "options": "CRM-OPP-.YYYY.-",
   "reqd": 1,
   "set_only_once": 1
  },
  {
   "fieldname": "opportunity_from",
   "fieldtype": "Link",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Opportunity From",
   "oldfieldname": "enquiry_from",
   "oldfieldtype": "Select",
   "options": "DocType",
   "print_hide": 1,
   "reqd": 1
  },
  {
   "bold": 1,
   "fieldname": "party_name",
   "fieldtype": "Dynamic Link",
   "in_standard_filter": 1,
   "label": "Party",
   "oldfieldname": "customer",
   "oldfieldtype": "Link",
   "options": "opportunity_from",
   "print_hide": 1,
   "reqd": 1
  },
  {
   "bold": 1,
   "fieldname": "customer_name",
   "fieldtype": "Data",
   "hidden": 1,
   "in_global_search": 1,
   "label": "Customer Name",
   "read_only": 1
  },
  {
   "fieldname": "column_break0",
   "fieldtype": "Column Break",
   "oldfieldtype": "Column Break",
   "width": "50%"
  },
  {
   "fieldname": "title",
   "fieldtype": "Data",
   "hidden": 1,
   "label": "Title",
   "no_copy": 1
  },
  {
   "default": "Sales",
   "fieldname": "opportunity_type",
   "fieldtype": "Link",
   "in_list_view": 1,
   "label": "Opportunity Type",
   "oldfieldname": "enquiry_type",
   "oldfieldtype": "Select",
   "options": "Opportunity Type"
  },
  {
   "default": "Open",
   "fieldname": "status",
   "fieldtype": "Select",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Status",
   "no_copy": 1,
   "oldfieldname": "status",
   "oldfieldtype": "Select",
   "options": "Open\nQuotation\nConverted\nLost\nReplied\nClosed",
   "print_hide": 1,
   "reqd": 1
  },
  {
   "fieldname": "order_lost_reason",
   "fieldtype": "Small Text",
   "label": "Detailed Reason",
   "no_copy": 1,
   "read_only": 1
  },
  {
   "fieldname": "expected_closing",
   "fieldtype": "Date",
   "label": "Expected Closing Date",
   "no_copy": 1
  },
  {
   "fieldname": "section_break_14",
   "fieldtype": "Section Break",
   "label": "Opportunity Value"
  },
  {
   "fieldname": "currency",
   "fieldtype": "Link",
   "label": "Currency",
   "options": "Currency"
  },
  {
   "fieldname": "opportunity_amount",
   "fieldtype": "Currency",
   "label": "Opportunity Amount",
   "options": "currency"
  },
  {
   "fieldname": "column_break_17",
   "fieldtype": "Column Break"
  },
  {
   "default": "Prospecting",
   "fieldname": "sales_stage",
   "fieldtype": "Link",
   "label": "Sales Stage",
   "options": "Sales Stage"
  },
  {
   "default": "100",
   "fieldname": "probability",
   "fieldtype": "Percent",
   "label": "Probability (%)"
  },
  {
   "fieldname": "items_section",
   "fieldtype": "Tab Break",
   "label": "Items",
   "options": "fa fa-shopping-cart"
  },
  {
   "fieldname": "items",
   "fieldtype": "Table",
   "label": "Items",
   "options": "Opportunity Item"
  },
  {
   "fieldname": "contact_info",
   "fieldtype": "Tab Break",
   "label": "Contacts",
   "options": "fa fa-bullhorn"
  },
  {
   "depends_on": "eval:doc.party_name",
   "fieldname": "customer_address",
   "fieldtype": "Link",
   "hidden": 1,
   "label": "Customer / Lead Address",
   "options": "Address",
   "print_hide": 1
  },
  {
   "fieldname": "address_display",
   "fieldtype": "Text Editor",
   "hidden": 1,
   "label": "Address",
   "oldfieldname": "address",
   "oldfieldtype": "Small Text",
   "read_only": 1
  },
  {
   "fieldname": "territory",
   "fieldtype": "Link",
   "label": "Territory",
   "options": "Territory",
   "print_hide": 1,
   "search_index": 1
  },
  {
   "depends_on": "eval:doc.opportunity_from=='Customer' && doc.party_name",
   "fieldname": "customer_group",
   "fieldtype": "Link",
   "label": "Customer Group",
   "oldfieldname": "customer_group",
   "oldfieldtype": "Link",
   "options": "Customer Group",
   "print_hide": 1,
   "search_index": 1
  },
  {
   "fieldname": "column_break3",
   "fieldtype": "Column Break"
  },
  {
   "depends_on": "eval:doc.party_name",
   "fieldname": "contact_person",
   "fieldtype": "Link",
   "label": "Contact Person",
   "options": "Contact",
   "print_hide": 1
  },
  {
   "depends_on": "eval:doc.opportunity_from=='Customer' && doc.party_name",
   "fieldname": "contact_display",
   "fieldtype": "Small Text",
   "in_global_search": 1,
   "label": "Contact",
   "read_only": 1
  },
  {
   "fieldname": "contact_email",
   "fieldtype": "Data",
   "label": "Contact Email",
   "options": "Email"
  },
  {
   "fieldname": "contact_mobile",
   "fieldtype": "Data",
   "label": "Contact Mobile",
   "options": "Phone"
  },
  {
   "collapsible": 1,
   "fieldname": "more_info",
   "fieldtype": "Section Break",
   "label": "More Information",
   "oldfieldtype": "Section Break",
   "options": "fa fa-file-text"
  },
  {
   "fieldname": "column_break1",
   "fieldtype": "Column Break",
   "oldfieldtype": "Column Break",
   "width": "50%"
  },
  {
   "fieldname": "company",
   "fieldtype": "Link",
   "label": "Company",
   "oldfieldname": "company",
   "oldfieldtype": "Link",
   "options": "Company",
   "print_hide": 1,
   "remember_last_selected_value": 1,
   "reqd": 1,
   "search_index": 1
  },
  {
   "default": "Today",
   "fieldname": "transaction_date",
   "fieldtype": "Date",
   "label": "Opportunity Date",
   "no_copy": 1,
   "oldfieldname": "transaction_date",
   "oldfieldtype": "Date",
   "reqd": 1,
   "width": "50px"
  },
  {
   "fieldname": "amended_from",
   "fieldtype": "Link",
   "ignore_user_permissions": 1,
   "label": "Amended From",
   "no_copy": 1,
   "oldfieldname": "amended_from",
   "oldfieldtype": "Data",
   "options": "Opportunity",
   "print_hide": 1,
   "read_only": 1,
   "width": "150px"
  },
  {
   "depends_on": "eval:doc.status===\"Lost\"",
   "fieldname": "lost_reasons",
   "fieldtype": "Table MultiSelect",
   "label": "Lost Reasons",
   "options": "Opportunity Lost Reason Detail",
   "read_only": 1
  },
  {
   "bold": 1,
   "fieldname": "first_response_time",
   "fieldtype": "Duration",
   "label": "First Response Time",
   "no_copy": 1,
   "read_only": 1
  },
  {
   "fieldname": "language",
   "fieldtype": "Link",
   "label": "Print Language",
   "options": "Language"
  },
  {
   "fieldname": "base_opportunity_amount",
   "fieldtype": "Currency",
   "label": "Opportunity Amount (Company Currency)",
   "options": "Company:company:default_currency",
   "print_hide": 1,
   "read_only": 1
  },
  {
   "fieldname": "section_break_32",
   "fieldtype": "Section Break",
   "hide_border": 1
  },
  {
   "fieldname": "base_total",
   "fieldtype": "Currency",
   "label": "Total (Company Currency)",
   "options": "Company:company:default_currency",
   "print_hide": 1,
   "read_only": 1
  },
  {
   "fieldname": "total",
   "fieldtype": "Currency",
   "label": "Total",
   "options": "currency",
   "read_only": 1
  },
  {
   "fieldname": "conversion_rate",
   "fieldtype": "Float",
   "label": "Exchange Rate"
  },
  {
   "fieldname": "column_break_33",
   "fieldtype": "Column Break"
  },
  {
   "depends_on": "eval:doc.status===\"Lost\"",
   "fieldname": "lost_detail_section",
   "fieldtype": "Section Break",
   "label": "Lost Reasons"
  },
  {
   "fieldname": "column_break_56",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "competitors",
   "fieldtype": "Table MultiSelect",
   "label": "Competitors",
   "options": "Competitor Detail",
   "read_only": 1
  },
  {
   "fieldname": "column_break_10",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "organization_details_section",
   "fieldtype": "Section Break",
   "label": "Organization"
  },
  {
   "fieldname": "no_of_employees",
   "fieldtype": "Select",
   "label": "No of Employees",
   "options": "1-10\n11-50\n51-200\n201-500\n501-1000\n1000+"
  },
  {
   "fieldname": "annual_revenue",
   "fieldtype": "Currency",
   "label": "Annual Revenue"
  },
  {
   "fieldname": "industry",
   "fieldtype": "Link",
   "label": "Industry",
   "options": "Industry Type"
  },
  {
   "fieldname": "market_segment",
   "fieldtype": "Link",
   "label": "Market Segment",
   "options": "Market Segment"
  },
  {
   "fieldname": "column_break_23",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "address_contact_section",
   "fieldtype": "Section Break",
   "label": "Address & Contact"
  },
  {
   "fieldname": "column_break_36",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "opportunity_owner",
   "fieldtype": "Link",
   "label": "Opportunity Owner",
   "options": "User"
  },
  {
   "fieldname": "website",
   "fieldtype": "Data",
   "label": "Website"
  },
  {
   "fieldname": "column_break_22",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "whatsapp",
   "fieldtype": "Data",
   "label": "WhatsApp",
   "options": "Phone"
  },
  {
   "fieldname": "phone",
   "fieldtype": "Data",
   "label": "Phone",
   "options": "Phone"
  },
  {
   "fieldname": "phone_ext",
   "fieldtype": "Data",
   "label": "Phone Ext."
  },
  {
   "fieldname": "column_break_31",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "primary_contact_section",
   "fieldtype": "Section Break",
   "label": "Primary Contact"
  },
  {
   "fieldname": "column_break_54",
   "fieldtype": "Column Break"
  },
  {
   "depends_on": "eval:!doc.__islocal",
   "fieldname": "dashboard_tab",
   "fieldtype": "Tab Break",
   "label": "Connections",
   "show_dashboard": 1
  },
  {
   "depends_on": "eval:!doc.__islocal",
   "fieldname": "notes_tab",
   "fieldtype": "Tab Break",
   "label": "Comments"
  },
  {
   "fieldname": "notes_html",
   "fieldtype": "HTML",
   "label": "Notes HTML"
  },
  {
   "depends_on": "eval:!doc.__islocal",
   "fieldname": "activities_tab",
   "fieldtype": "Tab Break",
   "label": "Activities"
  },
  {
   "fieldname": "job_title",
   "fieldtype": "Data",
   "label": "Job Title"
  },
  {
   "fieldname": "address_html",
   "fieldtype": "HTML",
   "label": "Address HTML"
  },
  {
   "fieldname": "contact_html",
   "fieldtype": "HTML",
   "label": "Contact HTML"
  },
  {
   "fieldname": "open_activities_html",
   "fieldtype": "HTML",
   "label": "Open Activities HTML"
  },
  {
   "fieldname": "all_activities_section",
   "fieldtype": "Section Break",
   "label": "All Activities"
  },
  {
   "fieldname": "all_activities_html",
   "fieldtype": "HTML",
   "label": "All Activities HTML"
  },
  {
   "fieldname": "notes",
   "fieldtype": "Table",
   "hidden": 1,
   "label": "Notes",
   "no_copy": 1,
   "options": "CRM Note"
  },
  {
   "fieldname": "city",
   "fieldtype": "Data",
   "label": "City"
  },
  {
   "fieldname": "state",
   "fieldtype": "Data",
   "label": "State"
  },
  {
   "fieldname": "country",
   "fieldtype": "Link",
   "label": "Country",
   "options": "Country"
  },
  {
   "fieldname": "column_break_emai",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "utm_source",
   "print_hide": 1,
   "fieldtype": "Link",
   "label": "Source",
   "oldfieldname": "source",
   "oldfieldtype": "Select",
   "options": "UTM Source"
  },
  {
   "fieldname": "utm_campaign",
   "print_hide": 1,
   "fieldtype": "Link",
   "label": "Campaign",
   "oldfieldname": "campaign",
   "oldfieldtype": "Link",
   "options": "UTM Campaign"
  },
  {
   "fieldname": "section_break_analytics",
   "fieldtype": "Section Break",
   "label": "Analytics"
  },
  {
   "fieldname": "column_break_whcu",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "utm_medium",
   "print_hide": 1,
   "fieldtype": "Link",
   "label": "Medium",
   "options": "UTM Medium"
  },
  {
   "fieldname": "utm_content",
   "print_hide": 1,
   "fieldtype": "Data",
   "label": "Content"
  }
 ],
 "icon": "fa fa-info-sign",
 "idx": 195,
 "links": [],
 "modified": "2024-08-20 04:12:29.095761",
 "modified_by": "Administrator",
 "module": "CRM",
 "name": "Opportunity",
 "naming_rule": "By \"Naming Series\" field",
 "owner": "Administrator",
 "permissions": [
  {
   "create": 1,
   "delete": 1,
   "email": 1,
   "print": 1,
   "read": 1,
   "report": 1,
   "role": "Sales User",
   "share": 1,
   "write": 1
  },
  {
   "create": 1,
   "delete": 1,
   "email": 1,
   "export": 1,
   "import": 1,
   "print": 1,
   "read": 1,
   "report": 1,
   "role": "Sales Manager",
   "share": 1,
   "write": 1
  }
 ],
 "search_fields": "status,transaction_date,party_name,opportunity_type,territory,company",
 "sender_field": "contact_email",
 "show_name_in_global_search": 1,
 "sort_field": "creation",
 "sort_order": "DESC",
 "states": [],
 "subject_field": "title",
 "timeline_field": "party_name",
 "title_field": "title",
 "track_seen": 1,
 "track_views": 1
}
