{
 "actions": [],
 "allow_rename": 1,
 "autoname": "PRM-LEAD-.#####",
 "creation": "2025-05-14 16:23:41.502914",
 "pagetype": "PageType",
 "engine": "InnoDB",
 "field_order": [
  "details_tab",
  "lead_details_section",
  "organization_name",
  "lead_name",
  "domain",
  "column_break_wbzh",
  "origin",
  "lead_source",
  "lead_type",
  "employees",
  "column_break_fyau",
  "status",
  "engagement_stage",
  "conversion_date",
  "lost_reason",
  "lost_reason_specify",
  "contact_info_section",
  "full_name",
  "country",
  "column_break_wsxo",
  "email",
  "state",
  "column_break_glyz",
  "contact_no",
  "territory",
  "deal_details_section",
  "plan_proposed",
  "estimated_closure_date",
  "column_break_jtbg",
  "probability",
  "success_pack_section",
  "erpnext_success_pack_interested_in",
  "need_demo_before_implementation",
  "additional_comments",
  "section_break_uzlc",
  "next_action_date",
  "followup",
  "requirement_details_section",
  "requirement",
  "partner_tab",
  "partner_details_section",
  "partner_team",
  "company_name",
  "partner_territory",
  "column_break_jonl",
  "partner_email",
  "partner_manager",
  "deal_assistance_section",
  "require_deal_assistance",
  "assistance_type",
  "column_break_psrb",
  "requirements",
  "deal_assistance_rating",
  "feedback_tab",
  "lead_rating",
  "feedback_to_partner",
  "column_break_sjll",
  "feedback_for_jingrow",
  "more_info_tab",
  "hosting",
  "column_break_rdxj",
  "site_url",
  "reference_section",
  "crm_deal",
  "passed_date"
 ],
 "fields": [
  {
   "fieldname": "lead_details_section",
   "fieldtype": "Section Break",
   "label": "Lead Details"
  },
  {
   "fieldname": "organization_name",
   "fieldtype": "Data",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Organization Name"
  },
  {
   "fieldname": "lead_name",
   "fieldtype": "Data",
   "label": "Lead Name"
  },
  {
   "fieldname": "domain",
   "fieldtype": "Select",
   "label": "Domain",
   "options": "\nDistribution\nManufacturing\nRetail\nEducation\nAgriculture\nHealthcare\nServices\nNon Profit\nOther"
  },
  {
   "fieldname": "column_break_wbzh",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "origin",
   "fieldtype": "Link",
   "label": "Origin",
   "options": "Partner Lead Origin"
  },
  {
   "fieldname": "lead_source",
   "fieldtype": "Select",
   "label": "Lead Source",
   "options": "\nPartner Owned\nPassed to Partner\nPartner Listing"
  },
  {
   "fieldname": "lead_type",
   "fieldtype": "Link",
   "label": "Lead Type",
   "options": "Partner Lead Type"
  },
  {
   "fieldname": "column_break_fyau",
   "fieldtype": "Column Break"
  },
  {
   "default": "Open",
   "fieldname": "status",
   "fieldtype": "Select",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Status",
   "options": "Open\nIn Process\nWon\nLost\nJunk\nPass to Other Partner"
  },
  {
   "depends_on": "eval:in_list(['In Process'], pg.status)",
   "fieldname": "engagement_stage",
   "fieldtype": "Select",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Engagement Stage",
   "options": "\nDemo\nQualification\nLearning\nFollow-up\nQuotation\nNegotiation\nReady for Closing"
  },
  {
   "fieldname": "contact_info_section",
   "fieldtype": "Section Break",
   "label": "Contact Info"
  },
  {
   "fieldname": "full_name",
   "fieldtype": "Data",
   "label": "Full Name"
  },
  {
   "fieldname": "country",
   "fieldtype": "Link",
   "label": "Country",
   "options": "Country"
  },
  {
   "fieldname": "column_break_wsxo",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "email",
   "fieldtype": "Data",
   "label": "Email"
  },
  {
   "fieldname": "state",
   "fieldtype": "Data",
   "label": "State"
  },
  {
   "fieldname": "column_break_glyz",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "contact_no",
   "fieldtype": "Data",
   "label": "Contact No",
   "options": "Phone"
  },
  {
   "fieldname": "territory",
   "fieldtype": "Data",
   "label": "Territory"
  },
  {
   "fieldname": "deal_details_section",
   "fieldtype": "Section Break",
   "label": "Deal Details"
  },
  {
   "fieldname": "plan_proposed",
   "fieldtype": "Data",
   "label": "Plan Proposed"
  },
  {
   "fieldname": "estimated_closure_date",
   "fieldtype": "Date",
   "label": "Estimated Closure Date"
  },
  {
   "fieldname": "requirement_details_section",
   "fieldtype": "Section Break",
   "label": "Requirement Details"
  },
  {
   "fieldname": "requirement",
   "fieldtype": "Text",
   "label": "Requirement"
  },
  {
   "fieldname": "partner_tab",
   "fieldtype": "Tab Break",
   "label": "Partner"
  },
  {
   "fieldname": "partner_details_section",
   "fieldtype": "Section Break",
   "label": "Partner Details"
  },
  {
   "fieldname": "partner_team",
   "fieldtype": "Link",
   "label": "Partner Team",
   "options": "Team"
  },
  {
   "fetch_from": "partner_team.company_name",
   "fieldname": "company_name",
   "fieldtype": "Data",
   "in_list_view": 1,
   "in_standard_filter": 1,
   "label": "Company Name"
  },
  {
   "fieldname": "partner_territory",
   "fieldtype": "Data",
   "label": "Partner Territory"
  },
  {
   "fieldname": "column_break_jonl",
   "fieldtype": "Column Break"
  },
  {
   "fetch_from": "partner_team.partner_email",
   "fieldname": "partner_email",
   "fieldtype": "Data",
   "label": "Partner Email"
  },
  {
   "fetch_from": "partner_team.partner_manager",
   "fieldname": "partner_manager",
   "fieldtype": "Data",
   "label": "Partner Manager"
  },
  {
   "fieldname": "feedback_tab",
   "fieldtype": "Tab Break",
   "label": "Feedback"
  },
  {
   "fieldname": "lead_rating",
   "fieldtype": "Rating",
   "label": "Lead Rating"
  },
  {
   "fieldname": "feedback_to_partner",
   "fieldtype": "Small Text",
   "label": "Feedback to Partner"
  },
  {
   "fieldname": "column_break_sjll",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "feedback_for_jingrow",
   "fieldtype": "Small Text",
   "label": "Feedback for Jingrow"
  },
  {
   "fieldname": "more_info_tab",
   "fieldtype": "Tab Break",
   "label": "More Info"
  },
  {
   "fieldname": "hosting",
   "fieldtype": "Select",
   "label": "Hosting",
   "options": "Jingrow Cloud\nSelf Hosted"
  },
  {
   "fieldname": "site_url",
   "fieldtype": "Data",
   "label": "Site URL"
  },
  {
   "default": "Cold",
   "fieldname": "probability",
   "fieldtype": "Select",
   "label": "Probability",
   "options": "Hot\nCold\nWarm"
  },
  {
   "fieldname": "column_break_jtbg",
   "fieldtype": "Column Break"
  },
  {
   "fieldname": "column_break_rdxj",
   "fieldtype": "Column Break"
  },
  {
   "depends_on": "eval:pg.status === 'Won';",
   "fieldname": "conversion_date",
   "fieldtype": "Date",
   "label": "Conversion Date"
  },
  {
   "depends_on": "eval:pg.status===\"Lost\"",
   "fieldname": "lost_reason",
   "fieldtype": "Select",
   "label": "Lost Reason",
   "options": "Lost to Competitor\nNo Response\nBudget Constraints\nPartner Rejected\nTrash Lead\nFree User\nNot Interested Anymore\nOther"
  },
  {
   "depends_on": "eval:pg.lost_reason == 'Other'",
   "fieldname": "lost_reason_specify",
   "fieldtype": "Small Text",
   "label": "Lost Reason (Specify)"
  },
  {
   "depends_on": "eval:pg.origin == 'Success Pack'",
   "fieldname": "success_pack_section",
   "fieldtype": "Section Break",
   "label": "Success Pack"
  },
  {
   "fieldname": "erpnext_success_pack_interested_in",
   "fieldtype": "Data",
   "label": "ERPNext Success Pack Interested In"
  },
  {
   "default": "0",
   "fieldname": "need_demo_before_implementation",
   "fieldtype": "Check",
   "label": "Need Demo before Implementation"
  },
  {
   "fieldname": "additional_comments",
   "fieldtype": "Small Text",
   "label": "Additional Comments"
  },
  {
   "fieldname": "section_break_uzlc",
   "fieldtype": "Section Break"
  },
  {
   "fieldname": "followup",
   "fieldtype": "Table",
   "label": "Followup",
   "options": "Lead Followup"
  },
  {
   "fieldname": "next_action_date",
   "fieldtype": "Date",
   "label": "Next Action Date"
  },
  {
   "fieldname": "details_tab",
   "fieldtype": "Tab Break",
   "label": "Details"
  },
  {
   "fieldname": "employees",
   "fieldtype": "Select",
   "label": "Employees",
   "options": "1-10\n11-50\n51-200\n201-500\n501-1000\n1000+"
  },
  {
   "fieldname": "deal_assistance_section",
   "fieldtype": "Section Break",
   "label": "Deal Assistance"
  },
  {
   "default": "0",
   "fieldname": "require_deal_assistance",
   "fieldtype": "Check",
   "label": "Require Deal Assistance"
  },
  {
   "description": "Additional Info if the lead is Passed to Partner ",
   "fieldname": "reference_section",
   "fieldtype": "Section Break",
   "label": "Reference"
  },
  {
   "fieldname": "crm_deal",
   "fieldtype": "Data",
   "label": "CRM Deal"
  },
  {
   "fieldname": "passed_date",
   "fieldtype": "Date",
   "label": "Passed Date"
  },
  {
   "depends_on": "require_deal_assistance",
   "fieldname": "assistance_type",
   "fieldtype": "Select",
   "label": "Assistance Type",
   "options": "Pre-sales Demo\nPlan suggestion\nProposal\nClosing a deal"
  },
  {
   "depends_on": "require_deal_assistance",
   "fieldname": "requirements",
   "fieldtype": "Small Text",
   "label": "Requirements"
  },
  {
   "depends_on": "require_deal_assistance",
   "fieldname": "deal_assistance_rating",
   "fieldtype": "Rating",
   "label": "Deal Assistance Rating"
  },
  {
   "fieldname": "column_break_psrb",
   "fieldtype": "Column Break"
  }
 ],
 "grid_page_length": 50,
 "index_web_pages_for_search": 1,
 "links": [],
 "modified": "2025-11-09 19:21:42.585693",
 "modified_by": "Administrator",
 "module": "Partner",
 "name": "Partner Lead",
 "naming_rule": "Expression (old style)",
 "owner": "Administrator",
 "permissions": [
  {
   "create": 1,
   "delete": 1,
   "email": 1,
   "export": 1,
   "print": 1,
   "read": 1,
   "report": 1,
   "role": "System Manager",
   "share": 1,
   "write": 1
  },
  {
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   "role": "Jcloude Admin",
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  {
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   "print": 1,
   "read": 1,
   "report": 1,
   "role": "Jcloude Member",
   "share": 1,
   "write": 1
  }
 ],
 "row_format": "Dynamic",
 "sort_field": "creation",
 "sort_order": "DESC",
 "states": [],
 "title_field": "lead_name",
 "track_changes": 1,
 "track_views": 1
}
