Opportunity

Module: CRM

Export API  Coming Soon
51
Total Fields
6
Required Fields
11
Read-only Fields
18
Link Fields
Description

Potential Sales Deal

DocType Properties
  • Is Submittable: No
  • Is Tree: No
  • Track Changes: No
  • Custom: No
  • Naming Series: Not set
  • Search By: status,transaction_date,party_name,opportunity_type,territory,company
Fields (51)
Field Name Label Type Options Properties Default
naming_series Series Select
CRM-OPP-.YYYY.-
Required
-
opportunity_from Opportunity From Link DocType
Required
-
party_name Party Dynamic Link opportunity_from
Required
-
customer_name Customer Name Data -
Read-only Hidden
-
status Status Select
Open Quotation Converted +3 more
Required
Open
opportunity_type Opportunity Type Link Opportunity Type
-
opportunity_owner Opportunity Owner Link User
-
sales_stage Sales Stage Link Sales Stage
Prospecting
expected_closing Expected Closing Date Date -
-
probability Probability (%) Percent -
100
no_of_employees No of Employees Select
1-10 11-50 51-200 +3 more
-
annual_revenue Annual Revenue Currency -
-
customer_group Customer Group Link Customer Group
-
industry Industry Link Industry Type
-
market_segment Market Segment Link Market Segment
-
website Website Data -
-
city City Data -
-
state State/Province Data -
-
country Country Link Country
-
territory Territory Link Territory
-
currency Currency Link Currency
-
conversion_rate Exchange Rate Float -
-
opportunity_amount Opportunity Amount Currency currency
-
base_opportunity_amount Opportunity Amount (Company Currency) Currency Company:company:default_currency
Read-only
-
utm_source Source Link UTM Source
-
utm_content Content Data -
-
utm_campaign Campaign Link UTM Campaign
-
utm_medium Medium Link UTM Medium
-
company Company Link Company
Required
-
transaction_date Opportunity Date Date -
Required
Today
language Print Language Link Language
-
amended_from Amended From Link Opportunity
Read-only
-
title Title Data -
Hidden
-
first_response_time First Response Time Duration -
Read-only
-
lost_reasons Lost Reasons Table MultiSelect Opportunity Lost Reason Detail
Read-only
-
order_lost_reason Detailed Reason Small Text -
Read-only
-
competitors Competitors Table MultiSelect Competitor Detail
Read-only
-
contact_person Contact Person Link Contact
-
job_title Job Title Data -
-
contact_email Contact Email Data Email
-
contact_mobile Contact Mobile Data Phone
-
whatsapp WhatsApp Data Phone
-
phone Phone Data Phone
-
phone_ext Phone Ext. Data -
-
customer_address Customer / Lead Address Link Address
Hidden
-
address_display Address Text Editor -
Read-only Hidden
-
contact_display Contact Small Text -
Read-only
-
items Items Table Opportunity Item
-
base_total Total (Company Currency) Currency Company:company:default_currency
Read-only
-
total Total Currency currency
Read-only
-
notes Notes Table CRM Note
Hidden
-