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Merge pull request #1004 from frappe/mergify/bp/main-hotfix/pr-1003

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fix: add default lost reason on install (backport #1003)
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Shariq Ansari 2025-07-02 17:01:09 +05:30 committed by GitHub
commit 412fa76875
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1 changed files with 39 additions and 0 deletions
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39
crm/install.py
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@ -20,6 +20,7 @@ def after_install(force=False):
add_email_template_custom_fields()
add_default_industries()
add_default_lead_sources()
add_default_lost_reasons()
add_standard_dropdown_items()
add_default_scripts()
frappe.db.commit()
@ -351,6 +352,44 @@ def add_default_lead_sources():
doc.insert()
def add_default_lost_reasons():
lost_reasons = [
{
"reason": "Pricing",
"description": "The prospect found the pricing to be too high or not competitive.",
},
{"reason": "Competition", "description": "The prospect chose a competitor's product or service."},
{
"reason": "Budget Constraints",
"description": "The prospect did not have the budget to proceed with the purchase.",
},
{
"reason": "Missing Features",
"description": "The prospect felt that the product or service was missing key features they needed.",
},
{
"reason": "Long Sales Cycle",
"description": "The sales process took too long, leading to loss of interest.",
},
{
"reason": "No Decision-Maker",
"description": "The prospect was not the decision-maker and could not proceed.",
},
{"reason": "Unresponsive Prospect", "description": "The prospect did not respond to follow-ups."},
{"reason": "Poor Fit", "description": "The prospect was not a good fit for the product or service."},
{"reason": "Other", "description": ""},
]
for reason in lost_reasons:
if frappe.db.exists("CRM Lost Reason", reason):
continue
doc = frappe.new_doc("CRM Lost Reason")
doc.lost_reason = reason["reason"]
doc.description = reason["description"]
doc.insert()
def add_standard_dropdown_items():
crm_settings = frappe.get_single("FCRM Settings")