{
 "actions": [],
 "allow_events_in_timeline": 1,
 "allow_import": 1,
 "allow_rename": 1,
 "autoname": "naming_series:",
 "creation": "2022-02-08 13:14:41.083327",
 "doctype": "DocType",
 "document_type": "Document",
 "email_append_to": 1,
 "engine": "InnoDB",
 "field_order": [
  "naming_series",
  "salutation",
  "first_name",
  "middle_name",
  "last_name",
  "column_break_1",
  "lead_name",
  "job_title",
  "gender",
  "col_break123",
  "lead_owner",
  "status",
  "customer",
  "type",
  "request_type",
  "contact_info_tab",
  "email_id",
  "website",
  "column_break_20",
  "mobile_no",
  "whatsapp_no",
  "column_break_16",
  "phone",
  "phone_ext",
  "organization_section",
  "company_name",
  "no_of_employees",
  "column_break_28",
  "annual_revenue",
  "industry",
  "market_segment",
  "column_break_31",
  "territory",
  "fax",
  "address_section",
  "address_html",
  "column_break_38",
  "city",
  "state",
  "country",
  "column_break2",
  "contact_html",
  "section_break_analytics",
  "utm_source",
  "utm_content",
  "column_break_gkxo",
  "utm_campaign",
  "column_break_gqka",
  "utm_medium",
  "qualification_tab",
  "qualification_status",
  "column_break_64",
  "qualified_by",
  "qualified_on",
  "other_info_tab",
  "company",
  "column_break_22",
  "language",
  "image",
  "title",
  "column_break_50",
  "disabled",
  "unsubscribed",
  "blog_subscriber",
  "activities_tab",
  "open_activities_html",
  "all_activities_section",
  "all_activities_html",
  "notes_tab",
  "notes_html",
  "notes",
  "dashboard_tab"
 ],
 "fields": [
  {
   "fieldname": "naming_series",
   "fieldtype": "Select",
   "label": "Series",
   "no_copy": 1,
   "oldfieldname": "naming_series",
   "oldfieldtype": "Select",
   "options": "CRM-LEAD-.YYYY.-",
   "set_only_once": 1
  },
  {
   "depends_on": "eval:!doc.__islocal",
   "fieldname": "lead_name",
   "fieldtype": "Data",
   "in_global_search": 1,
   "label": "Full Name",
   "oldfieldname": "lead_name",
   "oldfieldtype": "Data",
   "read_only": 1,
   "search_index": 1
  },
  {
   "fieldname": "company_name",
   "fieldtype": "Data",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Organization Name",
   "mandatory_depends_on": "eval: !(doc.first_name)",
   "oldfieldname": "company_name",
   "oldfieldtype": "Data"
  },
  {
   "fieldname": "email_id",
   "fieldtype": "Data",
   "label": "Email",
   "oldfieldname": "email_id",
   "oldfieldtype": "Data",
   "options": "Email",
   "search_index": 1
  },
  {
   "fieldname": "col_break123",
   "fieldtype": "Column Break",
   "width": "50%"
  },
  {
   "default": "__user",
   "fieldname": "lead_owner",
   "fieldtype": "Link",
   "label": "Lead Owner",
   "oldfieldname": "lead_owner",
   "oldfieldtype": "Link",
   "options": "User",
   "search_index": 1
  },
  {
   "default": "Lead",
   "fieldname": "status",
   "fieldtype": "Select",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Status",
   "no_copy": 1,
   "oldfieldname": "status",
   "oldfieldtype": "Select",
   "options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact",
   "reqd": 1,
   "search_index": 1
  },
  {
   "fieldname": "salutation",
   "fieldtype": "Link",
   "label": "Salutation",
   "options": "Salutation"
  },
  {
   "fieldname": "gender",
   "fieldtype": "Link",
   "label": "Gender",
   "options": "Gender"
  },
  {
   "depends_on": "eval:doc.source == 'Existing Customer'",
   "fieldname": "customer",
   "fieldtype": "Link",
   "label": "From Customer",
   "no_copy": 1,
   "oldfieldname": "customer",
   "oldfieldtype": "Link",
   "options": "Customer"
  },
  {
   "fieldname": "image",
   "fieldtype": "Attach Image",
   "hidden": 1,
   "label": "Image",
   "print_hide": 1
  },
  {
   "fieldname": "contact_info_tab",
   "fieldtype": "Section Break",
   "label": "Contact Info"
  },
  {
   "fieldname": "address_html",
   "fieldtype": "HTML",
   "label": "Address HTML",
   "read_only": 1
  },
  {
   "fieldname": "column_break2",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "contact_html",
   "fieldtype": "HTML",
   "label": "Contact HTML",
   "read_only": 1
  },
  {
   "fieldname": "phone",
   "fieldtype": "Data",
   "label": "Phone",
   "oldfieldname": "contact_no",
   "oldfieldtype": "Data",
   "options": "Phone"
  },
  {
   "fieldname": "mobile_no",
   "fieldtype": "Data",
   "label": "Mobile No",
   "oldfieldname": "mobile_no",
   "oldfieldtype": "Data",
   "options": "Phone"
  },
  {
   "fieldname": "fax",
   "fieldtype": "Data",
   "label": "Fax",
   "oldfieldname": "fax",
   "oldfieldtype": "Data"
  },
  {
   "fieldname": "type",
   "fieldtype": "Select",
   "label": "Lead Type",
   "oldfieldname": "type",
   "oldfieldtype": "Select",
   "options": "\nClient\nChannel Partner\nConsultant"
  },
  {
   "fieldname": "market_segment",
   "fieldtype": "Link",
   "label": "Market Segment",
   "oldfieldname": "market_segment",
   "oldfieldtype": "Select",
   "options": "Market Segment"
  },
  {
   "fieldname": "industry",
   "fieldtype": "Link",
   "label": "Industry",
   "oldfieldname": "industry",
   "oldfieldtype": "Link",
   "options": "Industry Type"
  },
  {
   "fieldname": "request_type",
   "fieldtype": "Select",
   "label": "Request Type",
   "oldfieldname": "request_type",
   "oldfieldtype": "Select",
   "options": "\nProduct Enquiry\nRequest for Information\nSuggestions\nOther"
  },
  {
   "fieldname": "company",
   "fieldtype": "Link",
   "label": "Company",
   "oldfieldname": "company",
   "oldfieldtype": "Link",
   "options": "Company",
   "remember_last_selected_value": 1
  },
  {
   "fieldname": "website",
   "fieldtype": "Data",
   "label": "Website",
   "oldfieldname": "website",
   "oldfieldtype": "Data"
  },
  {
   "fieldname": "territory",
   "fieldtype": "Link",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Territory",
   "oldfieldname": "territory",
   "oldfieldtype": "Link",
   "options": "Territory",
   "print_hide": 1
  },
  {
   "default": "0",
   "fieldname": "unsubscribed",
   "fieldtype": "Check",
   "label": "Unsubscribed"
  },
  {
   "default": "0",
   "fieldname": "blog_subscriber",
   "fieldtype": "Check",
   "label": "Blog Subscriber"
  },
  {
   "fieldname": "title",
   "fieldtype": "Data",
   "hidden": 1,
   "label": "Title",
   "print_hide": 1,
   "read_only": 1
  },
  {
   "fieldname": "language",
   "fieldtype": "Link",
   "label": "Print Language",
   "options": "Language"
  },
  {
   "fieldname": "first_name",
   "fieldtype": "Data",
   "label": "First Name",
   "mandatory_depends_on": "eval: !(doc.company_name)"
  },
  {
   "fieldname": "middle_name",
   "fieldtype": "Data",
   "label": "Middle Name"
  },
  {
   "fieldname": "last_name",
   "fieldtype": "Data",
   "label": "Last Name"
  },
  {
   "fieldname": "no_of_employees",
   "fieldtype": "Select",
   "label": "No of Employees",
   "options": "1-10\n11-50\n51-200\n201-500\n501-1000\n1000+"
  },
  {
   "fieldname": "column_break_22",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "whatsapp_no",
   "fieldtype": "Data",
   "label": "WhatsApp",
   "options": "Phone"
  },
  {
   "fieldname": "column_break_50",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "column_break_16",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "phone_ext",
   "fieldtype": "Data",
   "label": "Phone Ext."
  },
  {
   "collapsible": 1,
   "fieldname": "qualification_tab",
   "fieldtype": "Section Break",
   "label": "Qualification"
  },
  {
   "depends_on": "eval:!doc.__islocal",
   "fieldname": "notes_tab",
   "fieldtype": "Tab Break",
   "label": "Notes"
  },
  {
   "collapsible": 1,
   "fieldname": "other_info_tab",
   "fieldtype": "Section Break",
   "label": "Additional Information"
  },
  {
   "fieldname": "column_break_1",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "qualified_by",
   "fieldtype": "Link",
   "label": "Qualified By",
   "options": "User"
  },
  {
   "fieldname": "qualified_on",
   "fieldtype": "Date",
   "label": "Qualified on"
  },
  {
   "fieldname": "qualification_status",
   "fieldtype": "Select",
   "label": "Qualification Status",
   "options": "Unqualified\nIn Process\nQualified"
  },
  {
   "collapsible": 1,
   "fieldname": "address_section",
   "fieldtype": "Section Break",
   "label": "Address & Contacts"
  },
  {
   "fieldname": "column_break_64",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "column_break_20",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "job_title",
   "fieldtype": "Data",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Job Title"
  },
  {
   "fieldname": "annual_revenue",
   "fieldtype": "Currency",
   "label": "Annual Revenue"
  },
  {
   "depends_on": "eval:!doc.__islocal",
   "fieldname": "activities_tab",
   "fieldtype": "Tab Break",
   "label": "Activities"
  },
  {
   "fieldname": "organization_section",
   "fieldtype": "Section Break",
   "label": "Organization"
  },
  {
   "fieldname": "column_break_28",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "column_break_31",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "notes_html",
   "fieldtype": "HTML",
   "label": "Notes 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"
  },
  {
   "default": "0",
   "fieldname": "disabled",
   "fieldtype": "Check",
   "label": "Disabled"
  },
  {
   "fieldname": "column_break_38",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "city",
   "fieldtype": "Data",
   "label": "City"
  },
  {
   "fieldname": "state",
   "fieldtype": "Data",
   "label": "State"
  },
  {
   "fieldname": "country",
   "fieldtype": "Link",
   "label": "Country",
   "options": "Country"
  },
  {
   "fieldname": "dashboard_tab",
   "fieldtype": "Tab Break",
   "label": "Connections",
   "show_dashboard": 1
  },
  {
   "fieldname": "column_break_gkxo",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "column_break_gqka",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "utm_content",
   "fieldtype": "Data",
   "label": "Content",
   "print_hide": 1
  },
  {
   "fieldname": "utm_source",
   "fieldtype": "Link",
   "label": "Source",
   "oldfieldname": "source",
   "oldfieldtype": "Select",
   "options": "UTM Source"
  },
  {
   "fieldname": "utm_medium",
   "fieldtype": "Link",
   "label": "Medium",
   "options": "UTM Medium"
  },
  {
   "fieldname": "utm_campaign",
   "fieldtype": "Link",
   "label": "Campaign",
   "oldfieldname": "campaign_name",
   "oldfieldtype": "Link",
   "options": "UTM Campaign"
  },
  {
   "fieldname": "section_break_analytics",
   "fieldtype": "Section Break",
   "label": "Analytics"
  }
 ],
 "icon": "fa fa-user",
 "idx": 5,
 "image_field": "image",
 "links": [],
 "modified": "2025-01-31 13:40:08.094759",
 "modified_by": "Administrator",
 "module": "CRM",
 "name": "Lead",
 "naming_rule": "By \"Naming Series\" field",
 "owner": "Administrator",
 "permissions": [
  {
   "permlevel": 1,
   "read": 1,
   "report": 1,
   "role": "Desk User"
  },
  {
   "create": 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
  },
  {
   "create": 1,
   "email": 1,
   "print": 1,
   "read": 1,
   "report": 1,
   "role": "System Manager",
   "share": 1,
   "write": 1
  },
  {
   "permlevel": 1,
   "read": 1,
   "report": 1,
   "role": "Sales Manager"
  },
  {
   "permlevel": 1,
   "read": 1,
   "report": 1,
   "role": "Sales User"
  }
 ],
 "search_fields": "lead_name,lead_owner,status",
 "sender_field": "email_id",
 "sender_name_field": "lead_name",
 "show_name_in_global_search": 1,
 "sort_field": "creation",
 "sort_order": "DESC",
 "states": [],
 "subject_field": "title",
 "title_field": "title"
}