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 |
|
- | |
contact_mobile
|
Contact Mobile | Data | Phone |
|
- |
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
|
- |