fix: CRM module dashboard and onboarding
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189be3c68b
commit
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@ -2,6 +2,7 @@
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# License: GNU General Public License v3. See license.txt
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import frappe, erpnext, json
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from frappe import _
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def get_data():
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return frappe._dict({
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@ -16,19 +17,19 @@ def get_dashboards():
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"name": "CRM",
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"dashboard_name": "CRM",
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"charts": [
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{ "chart": "Lead", "width": "Full" },
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{ "chart": "Opportunity", "width": "Full"},
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{ "chart": "Campaign", "width": "Half" },
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{ "chart": "Opportunities Won", "width": "Half" },
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{ "chart": "Territory Wise Opportunity", "width": "Half"},
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{ "chart": "Incoming Leads", "width": "Full" },
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{ "chart": "Opportunity Trends", "width": "Full"},
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{ "chart": "Won Opportunities", "width": "Full" },
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{ "chart": "Territory Wise Opportunity Count", "width": "Half"},
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{ "chart": "Territory Wise Sales", "width": "Half"},
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{ "chart": "Qualified For Call", "width": "Full"},
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{ "chart": "Opportunities via Campaigns", "width": "Half" },
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{ "chart": "Lead Source", "width": "Half"}
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],
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"cards": [
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{ "card": "New Lead" },
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{ "card": "New Opportunity" },
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{ "card": "Won Opportunity" },
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{ "card": "New Lead (Last 1 Month)" },
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{ "card": "New Opportunity (Last 1 Month)" },
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{ "card": "Won Opportunity (Last 1 Month)" },
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{ "card": "Open Opportunity"},
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]
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}]
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@ -46,11 +47,11 @@ def get_charts():
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company = get_company_for_dashboards()
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return [{
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"name": "Lead",
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"name": "Incoming Leads",
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"doctype": "Dashboard Chart",
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"time_interval": "Yearly",
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"chart_type": "Count",
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"chart_name": "Lead",
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"chart_name": _("Incoming Leads"),
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"timespan": "Last Quarter",
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"time_interval": "Weekly",
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"document_type": "Lead",
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@ -62,11 +63,11 @@ def get_charts():
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"type": "Bar"
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},
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{
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"name": "Opportunity",
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"name": "Opportunity Trends",
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"doctype": "Dashboard Chart",
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"time_interval": "Yearly",
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"chart_type": "Count",
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"chart_name": "Opportunity",
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"chart_name": _("Opportunity Trends"),
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"timespan": "Last Quarter",
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"time_interval": "Weekly",
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"document_type": "Opportunity",
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@ -78,28 +79,25 @@ def get_charts():
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"type": "Bar"
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},
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{
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"name": "Campaign",
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"name": "Opportunities via Campaigns",
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"chart_name": _("Opportunities via Campaigns"),
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"doctype": "Dashboard Chart",
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"time_interval": "Yearly",
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"chart_type": "Count",
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"chart_name": "Campaign",
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"timespan": "Last Year",
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"time_interval": "Monthly",
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"document_type": "Campaign",
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"based_on": "creation",
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"chart_type": "Group By",
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"group_by_type": "Count",
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"group_by_based_on": "campaign",
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"document_type": "Opportunity",
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'is_public': 1,
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'timeseries': 1,
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"owner": "Administrator",
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"filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
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"type": "Line",
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"color": "#428b46"
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"type": "Pie"
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},
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{
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"name": "Opportunities Won",
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"name": "Won Opportunities",
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"doctype": "Dashboard Chart",
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"time_interval": "Yearly",
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"chart_type": "Count",
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"chart_name": "Opportunities Won",
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"chart_name": _("Won Opportunities"),
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"timespan": "Last Year",
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"time_interval": "Monthly",
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"document_type": "Opportunity",
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@ -107,20 +105,25 @@ def get_charts():
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'is_public': 1,
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'timeseries': 1,
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"owner": "Administrator",
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"filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Converted", False]]),
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"filters_json": json.dumps([
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["Opportunity", "company", "=", company, False],
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["Opportunity", "status", "=", "Converted", False]]),
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"type": "Bar"
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},
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{
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"name": "Territory Wise Opportunity",
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"name": "Territory Wise Opportunity Count",
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"doctype": "Dashboard Chart",
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"chart_type": "Group By",
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"group_by_type": "Count",
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"group_by_based_on": "territory",
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"chart_name": "Territory Wise Opportunity",
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"chart_name": _("Territory Wise Opportunity Count"),
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"document_type": "Opportunity",
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'is_public': 1,
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"filters_json": json.dumps([
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["Opportunity", "company", "=", company, False]
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]),
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"owner": "Administrator",
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"type": "Line"
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"type": "Donut"
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},
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{
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"name": "Territory Wise Sales",
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@ -128,31 +131,16 @@ def get_charts():
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"chart_type": "Group By",
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"group_by_type": "Sum",
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"group_by_based_on": "territory",
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"chart_name": "Territory Wise Sales",
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"chart_name": _("Territory Wise Sales"),
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"aggregate_function_based_on": "opportunity_amount",
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"document_type": "Opportunity",
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'is_public': 1,
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"owner": "Administrator",
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"filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Converted", False]]),
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"type": "Bar",
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"color": "#7575ff"
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},
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{
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"name": "Qualified For Call",
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"doctype": "Dashboard Chart",
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"time_interval": "Yearly",
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"chart_type": "Count",
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"chart_name": "Qualified For Call",
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"timespan": "Last Quarter",
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"time_interval": "Weekly",
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"document_type": "Opportunity",
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"based_on": "modified",
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'is_public': 1,
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'timeseries': 1,
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"owner": "Administrator",
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"filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Qualification", False]]),
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"type": "Line",
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"color": "#fff168"
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"filters_json": json.dumps([
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["Opportunity", "company", "=", company, False],
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["Opportunity", "status", "=", "Converted", False]
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]),
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"type": "Donut"
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},
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{
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"name": "Lead Source",
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@ -160,44 +148,55 @@ def get_charts():
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"chart_type": "Group By",
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"group_by_type": "Count",
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"group_by_based_on": "source",
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"chart_name": "Lead Source",
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"chart_name": _("Lead Source"),
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"document_type": "Lead",
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'is_public': 1,
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"owner": "Administrator",
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"type": "Donut"
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"type": "Pie"
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}]
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def get_number_cards():
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return [{
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"doctype": "Number Card",
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"document_type": "Lead",
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"name": "New Lead",
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"filters_json": json.dumps([["Lead","status","=","Lead",False]]),
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"name": "New Lead (Last 1 Month)",
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"filters_json": json.dumps([["Lead","creation","Previous","1 month",False]]),
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"function": "Count",
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"is_public": 1,
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"label": "New Lead",
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"label": _("New Lead (Last 1 Month)"),
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily"
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},
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{
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"doctype": "Number Card",
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"document_type": "Opportunity",
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"name": "New Opportunity",
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"name": "New Opportunity (Last 1 Month)",
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"filters_json": json.dumps([["Opportunity","creation","Previous","1 month",False]]),
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"function": "Count",
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"is_public": 1,
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"label": _("New Opportunity (Last 1 Month)"),
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily"
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},
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{
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"doctype": "Number Card",
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"document_type": "Opportunity",
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"name": "Won Opportunity (Last 1 Month)",
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"filters_json": json.dumps([["Opportunity","creation","Previous","1 month",False]]),
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"function": "Count",
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"is_public": 1,
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"label": _("Won Opportunity (Last 1 Month)"),
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily"
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},
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{
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"doctype": "Number Card",
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"document_type": "Opportunity",
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"name": "Open Opportunity",
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"filters_json": json.dumps([["Opportunity","status","=","Open",False]]),
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"function": "Count",
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"is_public": 1,
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"label": "New Opportunity",
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily"
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},
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{
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"doctype": "Number Card",
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"document_type": "Opportunity",
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"name": "Won Opportunity",
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"filters_json": json.dumps([["Opportunity","status","=","Converted",False]]),
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"function": "Count",
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"is_public": 1,
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"label": "Won Opportunity",
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"label": _("Open Opportunity"),
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"show_percentage_stats": 1,
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"stats_time_interval": "Daily"
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}]
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@ -38,10 +38,11 @@
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"docstatus": 0,
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"doctype": "Desk Page",
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"extends_another_page": 0,
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"hide_custom": 0,
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"idx": 0,
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"is_standard": 1,
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"label": "CRM",
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"modified": "2020-05-14 17:20:07.636751",
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"modified": "2020-05-20 12:11:36.250491",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "CRM",
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@ -73,6 +74,11 @@
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"label": "Sales Analytics",
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"link_to": "Sales Analytics",
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"type": "Report"
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},
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{
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"label": "CRM Dashboard",
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"link_to": "CRM",
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"type": "Dashboard"
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}
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]
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}
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@ -4,10 +4,10 @@
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"role": "Sales Master Manager"
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},
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{
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"role": "Administrator"
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"role": "Sales Manager"
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},
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{
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"role": "Sales Manager"
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"role": "Sales User"
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}
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],
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"creation": "2020-05-09 23:42:50.901548",
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@ -16,7 +16,7 @@
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"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/CRM",
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"idx": 0,
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"is_complete": 0,
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"modified": "2020-05-14 17:41:11.083917",
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"modified": "2020-05-20 12:53:47.029412",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "CRM",
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@ -25,9 +25,6 @@
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{
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"step": "Introduction to CRM"
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},
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{
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"step": "Start Campaign"
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},
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{
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"step": "Create Lead"
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},
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@ -38,7 +35,7 @@
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"step": "Create and Send Quotation"
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}
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],
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"subtitle": "Campaign, Lead, Opportunity, Customer and more",
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"subtitle": "Lead, Opportunity, Customer and more",
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"success_message": "CRM Module is all setup!",
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"title": "Let's Setup Your CRM",
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"user_can_dismiss": 1
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@ -13,5 +13,7 @@
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"name": "Create and Send Quotation",
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"owner": "Administrator",
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"reference_document": "Quotation",
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"title": "Create and Send Quotation"
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"show_full_form": 0,
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"title": "Create and Send Quotation",
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"validate_action": 0
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}
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@ -13,5 +13,7 @@
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"name": "Create Lead",
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"owner": "Administrator",
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"reference_document": "Lead",
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"title": "Create Lead"
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"show_full_form": 0,
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"title": "Create Lead",
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"validate_action": 0
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}
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@ -13,5 +13,7 @@
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"name": "Create Opportunity",
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"owner": "Administrator",
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"reference_document": "Opportunity",
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"title": "Create Opportunity"
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"show_full_form": 0,
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"title": "Create Opportunity",
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"validate_action": 0
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}
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@ -12,6 +12,8 @@
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"modified_by": "Administrator",
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"name": "Introduction to CRM",
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"owner": "Administrator",
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"show_full_form": 0,
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"title": "Introduction to CRM",
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"validate_action": 0,
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"video_url": "https://www.youtube.com/watch?v=o9XCSZHJfpA"
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}
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@ -1,17 +0,0 @@
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{
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"action": "Create Entry",
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"creation": "2020-05-09 23:38:10.284957",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_mandatory": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2020-05-14 17:28:54.285958",
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"modified_by": "Administrator",
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"name": "Start Campaign",
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"owner": "Administrator",
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"reference_document": "Campaign",
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"title": "Start Campaign"
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}
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