Merge pull request #1003 from shariquerik/default-lost-reason
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commit
4a57c4eb84
@ -20,6 +20,7 @@ def after_install(force=False):
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add_email_template_custom_fields()
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add_default_industries()
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add_default_lead_sources()
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add_default_lost_reasons()
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add_standard_dropdown_items()
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add_default_scripts()
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frappe.db.commit()
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@ -351,6 +352,44 @@ def add_default_lead_sources():
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doc.insert()
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def add_default_lost_reasons():
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lost_reasons = [
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{
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"reason": "Pricing",
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"description": "The prospect found the pricing to be too high or not competitive.",
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},
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{"reason": "Competition", "description": "The prospect chose a competitor's product or service."},
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{
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"reason": "Budget Constraints",
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"description": "The prospect did not have the budget to proceed with the purchase.",
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},
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{
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"reason": "Missing Features",
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"description": "The prospect felt that the product or service was missing key features they needed.",
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},
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{
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"reason": "Long Sales Cycle",
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"description": "The sales process took too long, leading to loss of interest.",
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},
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{
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"reason": "No Decision-Maker",
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"description": "The prospect was not the decision-maker and could not proceed.",
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},
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{"reason": "Unresponsive Prospect", "description": "The prospect did not respond to follow-ups."},
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{"reason": "Poor Fit", "description": "The prospect was not a good fit for the product or service."},
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{"reason": "Other", "description": ""},
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]
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for reason in lost_reasons:
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if frappe.db.exists("CRM Lost Reason", reason):
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continue
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doc = frappe.new_doc("CRM Lost Reason")
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doc.lost_reason = reason["reason"]
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doc.description = reason["description"]
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doc.insert()
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def add_standard_dropdown_items():
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crm_settings = frappe.get_single("FCRM Settings")
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