Lead (Window ID-53153)

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Table of Contents

Window: Lead

Description: Maintain Leads

Help: The Lead Window allows you to maintain Leads (can be Sales or Purchase). These are unqualified contacts to who you wish to recruit or market to.

Tab: Lead

Description: Any information about the contact

Help:

Lead - Lead - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_User.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_User.AD_Org_ID
numeric(10)
Table Direct
Search Key Search key for the record in the format required - must be unique A search key allows you a fast method of finding a particular record.

If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).

AD_User.Value
character varying(40)
String
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson AD_User.C_BPartner_ID
numeric(10)
Search
Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. AD_User.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. AD_User.Description
character varying(255)
String
Convert Lead Convert Lead to BP and Opportunity Convert Lead into a Business Partner and (optional) Sales Opportunity AD_User.Processing
character(1)
Button
Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

AD_User.IsActive
character(1)
Yes-No
Sales Lead This contact is a sales lead Sales leads can be converted into full contacts with Business Partners. AD_User.IsSalesLead
character(1)
Yes-No
Vendor Lead This contact is a vendor lead Vendor leads can be converted into full contacts with Business Partners. AD_User.IsVendorLead
character(1)
Yes-No
Phone Identifies a telephone number The Phone field identifies a telephone number AD_User.Phone
character varying(40)
String
2nd Phone Identifies an alternate telephone number. The 2nd Phone field identifies an alternate telephone number. AD_User.Phone2
character varying(40)
String
EMail Address Electronic Mail Address The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com). The Email Address is used to access the self service application functionality from the web. AD_User.EMail
character varying(60)
String
Fax Facsimile number The Fax identifies a facsimile number for this Business Partner or Location AD_User.Fax
character varying(40)
String
Address Location or Address The Location / Address field defines the location of an entity. AD_User.C_Location_ID
numeric(10)
Location (Address)
Birthday Birthday or Anniversary day Birthday or Anniversary day AD_User.Birthday
timestamp without time zone
Date
BP Name AD_User.BPName
character varying(60)
String
BP Address Address of the Business Partner AD_User.BP_Location_ID
numeric(10)
Location (Address)
Position Job Position AD_User.C_Job_ID
numeric(10)
Table Direct
Campaign Marketing Campaign The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. AD_User.C_Campaign_ID
numeric(10)
Table Direct
Sales Representative Sales Representative or Company Agent The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. AD_User.SalesRep_ID
numeric(10)
Table
Lead Source The source of this lead/opportunity AD_User.LeadSource
character varying(10)
List
Lead Source Description Additional information on the source of this lead/opportunity AD_User.LeadSourceDescription
character varying(255)
Text
Lead Status The status of this lead/opportunity in the sales cycle AD_User.LeadStatus
character varying(10)
List
Lead Status Description Additional information on the status of this lead/opportunity AD_User.LeadStatusDescription
character varying(255)
Text
Comments Comments or additional information The Comments field allows for free form entry of additional information. AD_User.Comments
character varying(2000)
Text

Tab: Activity

Description:

Help:

Lead - Activity - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_ContactActivity.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_ContactActivity.AD_Org_ID
numeric(10)
Table Direct
User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact C_ContactActivity.AD_User_ID
numeric(10)
Search
Activity Type Type of activity, e.g. task, email, phone call C_ContactActivity.ContactActivityType
character varying(10)
List
Description Optional short description of the record A description is limited to 255 characters. C_ContactActivity.Description
character varying(255)
String
Sales Representative Sales Representative or Company Agent The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. C_ContactActivity.SalesRep_ID
numeric(10)
Table
Sales Opportunity C_ContactActivity.C_Opportunity_ID
numeric(10)
Table Direct
Comments Comments or additional information The Comments field allows for free form entry of additional information. C_ContactActivity.Comments
text
Text
Start Date First effective day (inclusive) The Start Date indicates the first or starting date C_ContactActivity.StartDate
timestamp without time zone
Date+Time
End Date Last effective date (inclusive) The End Date indicates the last date in this range. C_ContactActivity.EndDate
timestamp without time zone
Date+Time
Complete It is complete Indication that this is complete C_ContactActivity.IsComplete
character(1)
Yes-No


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