865 lines
19 KiB
HTML
865 lines
19 KiB
HTML
<!-- title: Lead -->
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<div class="dev-header">
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<a class="btn btn-default btn-sm" disabled style="margin-bottom: 10px;">
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Version 6.x.x</a>
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<a class="btn btn-default btn-sm" href="https://github.com/frappe/erpnext/tree/develop/erpnext/crm/doctype/lead"
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target="_blank" style="margin-left: 10px; margin-bottom: 10px;"><i class="octicon octicon-mark-github"></i> Source</a>
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</div>
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<p><b>Table Name:</b> <code>tabLead</code></p>
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<h3>Fields</h3>
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<table class="table table-bordered">
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<thead>
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<tr>
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<th style="width: 5%">Sr</th>
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<th style="width: 25%">Fieldname</th>
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<th style="width: 20%">Type</th>
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<th style="width: 25%">Label</th>
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<th style="width: 25%">Options</th>
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</tr>
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</thead>
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<tbody>
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<tr class="info">
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<td>1</td>
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<td ><code>lead_details</code></td>
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<td >
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Section Break</td>
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<td >
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</td>
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<td>
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<pre>icon-user</pre>
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</td>
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</tr>
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<tr >
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<td>2</td>
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<td ><code>naming_series</code></td>
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<td >
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Select</td>
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<td >
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Series
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</td>
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<td>
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<pre>LEAD-</pre>
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</td>
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</tr>
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<tr >
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<td>3</td>
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<td class="danger" title="Mandatory"><code>lead_name</code></td>
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<td >
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Data</td>
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<td >
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Person Name
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</td>
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<td></td>
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</tr>
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<tr >
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<td>4</td>
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<td ><code>company_name</code></td>
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<td >
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Data</td>
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<td >
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Organization Name
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</td>
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<td></td>
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</tr>
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<tr >
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<td>5</td>
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<td ><code>email_id</code></td>
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<td >
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Data</td>
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<td >
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Email Id
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</td>
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<td>
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<pre>Email</pre>
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</td>
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</tr>
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<tr >
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<td>6</td>
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<td ><code>col_break123</code></td>
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<td class="info">
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Column Break</td>
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<td >
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</td>
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<td></td>
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</tr>
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<tr >
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<td>7</td>
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<td class="danger" title="Mandatory"><code>status</code></td>
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<td >
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Select</td>
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<td >
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Status
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</td>
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<td>
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<pre>Lead
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Open
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Replied
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Opportunity
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Interested
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Converted
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Do Not Contact</pre>
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</td>
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</tr>
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<tr >
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<td>8</td>
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<td ><code>source</code></td>
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<td >
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Select</td>
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<td >
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Source
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</td>
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<td>
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<pre>
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Advertisement
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Blog Post
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Campaign
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Call
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Customer
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Exhibition
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Supplier
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Website
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Email</pre>
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</td>
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</tr>
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<tr >
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<td>9</td>
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<td ><code>customer</code></td>
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<td >
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Link</td>
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<td >
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From Customer
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</td>
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<td>
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<a href="https://frappe.github.io/erpnext/current/models/selling/customer">Customer</a>
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</td>
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</tr>
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<tr >
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<td>10</td>
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<td ><code>campaign_name</code></td>
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<td >
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Link</td>
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<td >
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Campaign Name
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</td>
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<td>
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<a href="https://frappe.github.io/erpnext/current/models/selling/campaign">Campaign</a>
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</td>
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</tr>
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<tr class="info">
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<td>11</td>
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<td ><code>section_break_12</code></td>
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<td >
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Section Break</td>
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<td >
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</td>
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<td></td>
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</tr>
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<tr >
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<td>12</td>
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<td ><code>lead_owner</code></td>
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<td >
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Link</td>
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<td >
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Lead Owner
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</td>
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<td>
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<a href="https://frappe.github.io/erpnext/current/models/core/user">User</a>
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</td>
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</tr>
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<tr >
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<td>13</td>
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<td ><code>column_break_14</code></td>
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<td class="info">
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Column Break</td>
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<td >
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</td>
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<td></td>
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</tr>
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<tr >
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<td>14</td>
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<td ><code>contact_by</code></td>
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<td >
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Link</td>
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<td >
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Next Contact By
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</td>
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<td>
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<a href="https://frappe.github.io/erpnext/current/models/core/user">User</a>
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</td>
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</tr>
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<tr >
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<td>15</td>
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<td ><code>contact_date</code></td>
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<td >
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Datetime</td>
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<td >
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Next Contact Date
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<p class="text-muted small">
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Add to calendar on this date</p>
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</td>
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<td></td>
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</tr>
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<tr class="info">
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<td>16</td>
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<td ><code>contact_info</code></td>
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<td >
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Section Break</td>
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<td >
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Address & Contact
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</td>
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<td>
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<pre>icon-map-marker</pre>
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</td>
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</tr>
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<tr >
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<td>17</td>
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<td ><code>address_desc</code></td>
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<td >
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HTML</td>
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<td >
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Address Desc
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</td>
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<td></td>
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</tr>
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<tr >
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<td>18</td>
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<td ><code>address_html</code></td>
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<td >
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HTML</td>
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<td >
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Address HTML
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</td>
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<td></td>
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</tr>
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<tr >
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<td>19</td>
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<td ><code>column_break2</code></td>
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<td class="info">
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Column Break</td>
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<td >
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</td>
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<td></td>
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</tr>
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<tr >
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<td>20</td>
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<td ><code>phone</code></td>
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<td >
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Data</td>
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<td >
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Phone
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</td>
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<td></td>
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</tr>
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<tr >
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<td>21</td>
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<td ><code>mobile_no</code></td>
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<td >
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Data</td>
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<td >
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Mobile No.
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</td>
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<td></td>
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</tr>
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<tr >
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<td>22</td>
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<td ><code>fax</code></td>
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<td >
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Data</td>
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<td >
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Fax
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</td>
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<td></td>
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</tr>
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<tr >
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<td>23</td>
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<td ><code>website</code></td>
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<td >
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Data</td>
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<td >
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Website
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</td>
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<td></td>
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</tr>
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<tr >
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<td>24</td>
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<td ><code>territory</code></td>
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<td >
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Link</td>
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<td >
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Territory
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</td>
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<td>
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<a href="https://frappe.github.io/erpnext/current/models/setup/territory">Territory</a>
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</td>
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</tr>
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<tr class="info">
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<td>25</td>
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<td ><code>more_info</code></td>
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<td >
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Section Break</td>
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<td >
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More Information
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</td>
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<td>
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<pre>icon-file-text</pre>
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</td>
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</tr>
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<tr >
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<td>26</td>
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<td ><code>type</code></td>
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<td >
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Select</td>
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<td >
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Lead Type
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</td>
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<td>
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<pre>
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Client
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Channel Partner
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Consultant</pre>
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</td>
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</tr>
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<tr >
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<td>27</td>
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<td ><code>market_segment</code></td>
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<td >
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Select</td>
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<td >
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Market Segment
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</td>
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<td>
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<pre>
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Lower Income
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Middle Income
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Upper Income</pre>
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</td>
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</tr>
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<tr >
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<td>28</td>
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<td ><code>industry</code></td>
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<td >
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Link</td>
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<td >
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Industry
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</td>
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<td>
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<a href="https://frappe.github.io/erpnext/current/models/selling/industry_type">Industry Type</a>
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</td>
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</tr>
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<tr >
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<td>29</td>
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<td ><code>request_type</code></td>
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<td >
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Select</td>
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<td >
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Request Type
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</td>
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<td>
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<pre>
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Product Enquiry
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Request for Information
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Suggestions
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Other</pre>
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</td>
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</tr>
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<tr >
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<td>30</td>
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<td ><code>fiscal_year</code></td>
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<td >
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Link</td>
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<td class="text-muted" title="Hidden">
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Fiscal Year
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</td>
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<td>
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<a href="https://frappe.github.io/erpnext/current/models/accounts/fiscal_year">Fiscal Year</a>
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</td>
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</tr>
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<tr >
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<td>31</td>
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<td ><code>column_break3</code></td>
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<td class="info">
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Column Break</td>
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<td >
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</td>
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<td></td>
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</tr>
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<tr >
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<td>32</td>
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<td ><code>company</code></td>
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<td >
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Link</td>
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<td >
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Company
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</td>
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<td>
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<a href="https://frappe.github.io/erpnext/current/models/setup/company">Company</a>
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</td>
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</tr>
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<tr >
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<td>33</td>
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<td ><code>unsubscribed</code></td>
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<td >
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Check</td>
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<td >
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Unsubscribed
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</td>
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<td></td>
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</tr>
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<tr >
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<td>34</td>
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<td ><code>blog_subscriber</code></td>
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<td >
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Check</td>
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<td >
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Blog Subscriber
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</td>
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<td></td>
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</tr>
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</tbody>
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</table>
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<hr>
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<h3>Controller</h3>
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<h4>erpnext.crm.doctype.lead.lead</h4>
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<h3 style="font-weight: normal;">Class <b>Lead</b></h3>
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<p style="padding-left: 30px;"><i>Inherits from erpnext.controllers.selling_controller.SellingController</i></h4>
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<div class="docs-attr-desc"><p></p>
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</div>
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<div style="padding-left: 30px;">
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<p class="docs-attr-name">
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<a name="add_calendar_event" href="#add_calendar_event" class="text-muted small">
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<i class="icon-link small" style="color: #ccc;"></i></a>
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<b>add_calendar_event</b>
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<i class="text-muted">(self, opts=None, force=False)</i>
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</p>
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<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
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</div>
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<br>
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<p class="docs-attr-name">
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<a name="check_email_id_is_unique" href="#check_email_id_is_unique" class="text-muted small">
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<i class="icon-link small" style="color: #ccc;"></i></a>
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<b>check_email_id_is_unique</b>
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<i class="text-muted">(self)</i>
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</p>
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<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
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</div>
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<br>
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<p class="docs-attr-name">
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<a name="get_feed" href="#get_feed" class="text-muted small">
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<i class="icon-link small" style="color: #ccc;"></i></a>
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<b>get_feed</b>
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<i class="text-muted">(self)</i>
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</p>
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<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
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</div>
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<br>
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<p class="docs-attr-name">
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<a name="has_customer" href="#has_customer" class="text-muted small">
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<i class="icon-link small" style="color: #ccc;"></i></a>
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<b>has_customer</b>
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<i class="text-muted">(self)</i>
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</p>
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<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
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</div>
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<br>
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<p class="docs-attr-name">
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<a name="has_opportunity" href="#has_opportunity" class="text-muted small">
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<i class="icon-link small" style="color: #ccc;"></i></a>
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<b>has_opportunity</b>
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<i class="text-muted">(self)</i>
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</p>
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<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
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</div>
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<br>
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<p class="docs-attr-name">
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<a name="on_trash" href="#on_trash" class="text-muted small">
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<i class="icon-link small" style="color: #ccc;"></i></a>
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<b>on_trash</b>
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<i class="text-muted">(self)</i>
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</p>
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<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
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</div>
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<br>
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<p class="docs-attr-name">
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<a name="on_update" href="#on_update" class="text-muted small">
|
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<i class="icon-link small" style="color: #ccc;"></i></a>
|
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<b>on_update</b>
|
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<i class="text-muted">(self)</i>
|
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</p>
|
|
<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
|
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</div>
|
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<br>
|
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<p class="docs-attr-name">
|
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<a name="onload" href="#onload" class="text-muted small">
|
|
<i class="icon-link small" style="color: #ccc;"></i></a>
|
|
<b>onload</b>
|
|
<i class="text-muted">(self)</i>
|
|
</p>
|
|
<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
|
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</div>
|
|
<br>
|
|
|
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|
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<p class="docs-attr-name">
|
|
<a name="validate" href="#validate" class="text-muted small">
|
|
<i class="icon-link small" style="color: #ccc;"></i></a>
|
|
<b>validate</b>
|
|
<i class="text-muted">(self)</i>
|
|
</p>
|
|
<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
|
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</div>
|
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<br>
|
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|
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</div>
|
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<hr>
|
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|
|
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|
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<p class="docs-attr-name">
|
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<a name="erpnext.crm.doctype.lead.lead._make_customer" href="#erpnext.crm.doctype.lead.lead._make_customer" class="text-muted small">
|
|
<i class="icon-link small" style="color: #ccc;"></i></a>
|
|
erpnext.crm.doctype.lead.lead.<b>_make_customer</b>
|
|
<i class="text-muted">(source_name, target_doc=None, ignore_permissions=False)</i>
|
|
</p>
|
|
<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
|
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</div>
|
|
<br>
|
|
|
|
|
|
|
|
|
|
|
|
|
|
<p><span class="label label-info">Public API</span>
|
|
<br><code>/api/method/erpnext.crm.doctype.lead.lead.get_lead_details</code>
|
|
</p>
|
|
<p class="docs-attr-name">
|
|
<a name="erpnext.crm.doctype.lead.lead.get_lead_details" href="#erpnext.crm.doctype.lead.lead.get_lead_details" class="text-muted small">
|
|
<i class="icon-link small" style="color: #ccc;"></i></a>
|
|
erpnext.crm.doctype.lead.lead.<b>get_lead_details</b>
|
|
<i class="text-muted">(lead)</i>
|
|
</p>
|
|
<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
|
|
</div>
|
|
<br>
|
|
|
|
|
|
|
|
|
|
|
|
|
|
<p><span class="label label-info">Public API</span>
|
|
<br><code>/api/method/erpnext.crm.doctype.lead.lead.make_customer</code>
|
|
</p>
|
|
<p class="docs-attr-name">
|
|
<a name="erpnext.crm.doctype.lead.lead.make_customer" href="#erpnext.crm.doctype.lead.lead.make_customer" class="text-muted small">
|
|
<i class="icon-link small" style="color: #ccc;"></i></a>
|
|
erpnext.crm.doctype.lead.lead.<b>make_customer</b>
|
|
<i class="text-muted">(source_name, target_doc=None)</i>
|
|
</p>
|
|
<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
|
|
</div>
|
|
<br>
|
|
|
|
|
|
|
|
|
|
|
|
|
|
<p><span class="label label-info">Public API</span>
|
|
<br><code>/api/method/erpnext.crm.doctype.lead.lead.make_opportunity</code>
|
|
</p>
|
|
<p class="docs-attr-name">
|
|
<a name="erpnext.crm.doctype.lead.lead.make_opportunity" href="#erpnext.crm.doctype.lead.lead.make_opportunity" class="text-muted small">
|
|
<i class="icon-link small" style="color: #ccc;"></i></a>
|
|
erpnext.crm.doctype.lead.lead.<b>make_opportunity</b>
|
|
<i class="text-muted">(source_name, target_doc=None)</i>
|
|
</p>
|
|
<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
|
|
</div>
|
|
<br>
|
|
|
|
|
|
|
|
|
|
|
|
|
|
<p><span class="label label-info">Public API</span>
|
|
<br><code>/api/method/erpnext.crm.doctype.lead.lead.make_quotation</code>
|
|
</p>
|
|
<p class="docs-attr-name">
|
|
<a name="erpnext.crm.doctype.lead.lead.make_quotation" href="#erpnext.crm.doctype.lead.lead.make_quotation" class="text-muted small">
|
|
<i class="icon-link small" style="color: #ccc;"></i></a>
|
|
erpnext.crm.doctype.lead.lead.<b>make_quotation</b>
|
|
<i class="text-muted">(source_name, target_doc=None)</i>
|
|
</p>
|
|
<div class="docs-attr-desc"><p><span class="text-muted">No docs</span></p>
|
|
</div>
|
|
<br>
|
|
|
|
|
|
|
|
|
|
|
|
|
|
<h4>Linked In:</h4>
|
|
<ul>
|
|
|
|
|
|
<li>
|
|
|
|
|
|
<a href="https://frappe.github.io/erpnext/current/models/utilities/address">Address</a>
|
|
|
|
</li>
|
|
|
|
|
|
|
|
<li>
|
|
|
|
|
|
<a href="https://frappe.github.io/erpnext/current/models/selling/customer">Customer</a>
|
|
|
|
</li>
|
|
|
|
|
|
|
|
<li>
|
|
|
|
|
|
<a href="https://frappe.github.io/erpnext/current/models/support/issue">Issue</a>
|
|
|
|
</li>
|
|
|
|
|
|
|
|
<li>
|
|
|
|
|
|
<a href="https://frappe.github.io/erpnext/current/models/crm/opportunity">Opportunity</a>
|
|
|
|
</li>
|
|
|
|
|
|
|
|
<li>
|
|
|
|
|
|
<a href="https://frappe.github.io/erpnext/current/models/selling/quotation">Quotation</a>
|
|
|
|
</li>
|
|
|
|
|
|
</ul>
|
|
|
|
|
|
|
|
<!-- autodoc -->
|
|
<!-- jinja -->
|
|
<!-- static --> |