AccountId | Account | Lookup → Account | | The existing customer account. Limited to active customer accounts. Choosing one fills the blank names, phone, email, city, state, postal code and contact from the account. Conversion uses it or replaces it with the account created or picked in the convert dialog. |
AccountName | Account Name | Calculated (calculated) | | Calculated: the Business Name, or else the first and last name. A new account created by conversion is named from it. |
AssetId | Asset | Lookup → Asset | | The customer's asset the lead concerns. Required on the service form and limited to the account's assets. When no account is chosen, the asset's owner becomes the lead's account. Copied to the opportunity and service order. |
AssetMaintenanceId | Asset Maintenance | Lookup → AssetMaintenance | | |
BranchId | Branch | Lookup → Branch | | The branch handling the lead. Required when the partner account has branches and limited to them. Set from the branch postal code mapping when the postal code matches. |
CaseId | Case | Lookup → Case | | The support case the lead was created from by the case's Lead action. |
City | City | PickList | | The enquirer's city. Overwritten from the postal code list when the postal code matches. Copied to a new account's billing and shipping address on conversion. Values: Mumbai, Pune, Kolkata, Delhi. |
ContactId | Contact | Lookup → Contact | | The person at the account. Limited to the account's contacts; filled with the account's most recently created contact when empty. Conversion sets it to the contact it creates or links. |
ContactName | Contact Name | Text | | Retired. The contact's name comes from the lead's First Name and Last Name on conversion. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DateTimeOpened | Date Time Opened | DateAndTime | | |
DocumentDate | Document Date | Date | | The lead's business date. Defaults to today on the first save. |
DocumentSeriesField | Document Series Field | Calculated (calculated) | | series |
Email | Email | Text | | The enquirer's email address. Must contain @. Becomes the contact's email on conversion and the email on a partner opportunity. |
EventTaskCount | Event Task Count | Boolean | | Retired. Activity roll-ups on the lead now set only Is Emailed Or Call; this count is no longer maintained. |
FirstName | First Name | Text | | The enquirer's given name. Filled from the selected account or, when empty, from the selected contact. At least one of First Name, Last Name or Business Name is required unless an account or contact is selected. Becomes the contact's first name on conversion. |
Id | Id | Guid | Yes | |
InterestedItemId | Interested Item | Lookup → Item | | The product or service the enquirer wants. Conversion and the Order and Service Order actions add one line for it, quantity 1. |
IsEmailedOrCalled | Is Emailed Or Call | Boolean | | Set automatically when a Call or Email activity exists for the lead, and recalculated when activities change. The shipped Contacted status rule reads it. |
ItemMaintenanceScheduleId | Item Maintenance Schedule | Lookup → ItemMaintenanceSchedule | | The maintenance schedule that raised the lead, set by a campaign's Maintenance Schedule action. |
ItemServiceContractId | Item Service Contract | Lookup → ItemServiceContract | | The service contract behind the lead, set by a campaign's Contract Schedule action. Copied to the opportunity and service order. |
LastName | Last Name | Text | | The enquirer's family name. Filled from the selected account or, when empty, from the selected contact. Becomes the contact's last name on conversion. |
LeadDueDate | Lead Due Date | Date | | The date the underlying contract or maintenance work falls due. Set on leads raised by a campaign's Contract Schedule and Maintenance Schedule actions. |
LeadRating | Lead Rating | PickList | | How promising the lead is: Hot, Warm or Cold. Descriptive only; it does not affect conversion, assignment or scoring. Values: Hot, Warm, Cold. |
LeadSource | Lead Source | PickList | | Where the lead came from. Required on the create forms. Shipped values: Dealer, Campaign, Visit based, Web, Phone, Email, AMC, Scheduled Maintenance, Employee Referal, Social Media. Values: Dealer, Campaign, Visit based, Web, AMC, Scheduled Maintenance, Employee Referal, Social Media. |
LeadType | Lead Type | PickList | | Retired. Campaign runs record their origin in Lead Source and in the campaign, contract and maintenance schedule links instead. Values: Recall, Maintenance Schedule, Manual, Contract Schedule. |
LostReason | Lost Reason | PickList | | Why the lead was lost, asked by the Lead Lost action: Customer Unresponsive, Timeline Constraints, Service Unavailability, Requirement Withdrawn, Budget Constraint, Competitor Selection, Duplicate, Service Not Aligned with Requirements. Mark Lost leaves it empty; merging sets Duplicate on the merged-away lead. Values: Others. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Document Number | Text | Yes | The lead's document number, generated on the first save from the Lead Name Setting. The shipped format is L, the day, month and year, and a six-digit counter, joined by hyphens. |
OpportunityId | Opportunity | Lookup → Opportunity | | The opportunity created or linked by conversion. Once set, the lead cannot be converted again. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | Your selling company handling the lead. Required on every save and must be an active partner account. Set from the branch postal code mapping when the postal code matches. Copied to the opportunity, order and service order. |
PhoneNumber | Phone Number | Text | | The enquirer's number. When the lead has no account, a phone number matching an existing account's phone links the lead to that account and fills its blank details. Must be a 10-digit Indian mobile number starting 6 to 9 when the country code is +91 or blank. Becomes the contact's mobile number on conversion. |
PostalCode | Postal Code | Text | | The enquirer's postal code. On every save it is matched to the postal code list, replaced with its standard spelling, and fills City, State and Country; if a branch postal code covers it, Branch and Partner Account are set from the mapping (the oldest mapping wins). An assignment rule covering Partner Account or Branch switches this routing off. A lead with a postal code does not need a partner account and branch for conversion and release. |
PotentialRevenue | Potential Revenue | Currency | | An estimate of what the lead is worth, for reporting. Not copied to records created from the lead. |
RecordTypeId | Record Type | Guid, hidden | | |
Remarks | Remarks | Text | | Free-text notes, ideally the customer's own words. Also filled by the Lead Lost dialog. Becomes the customer's voice on a service order raised from the lead. |
ReminderOffsetNumber | Reminder Offset Number | Number | | Which of the campaign's three reminder offsets (1, 2 or 3) raised the lead. Set by schedule-driven campaign runs. |
ResourceId | Executive | Lookup → Resource | | The executive handling the lead. Limited to active resources. On a new lead, a matching partner-resource assignment sets it, replacing any value entered, unless an assignment rule decides it. Becomes the executive on a released order and the service advisor on a service order. |
CampaignBatchInstanceId | Campaign Batch Instance | Text | | |
CampaignId | Campaign | Lookup → Campaign | | The campaign that produced the lead. Limited to active, current campaigns of the lead's partner account or of no partner account. Set by campaign runs. |
CampaignMemberId | Campaign Member | Lookup → CampaignMember | | The campaign member the lead was raised for, set by a campaign's Leads action. |
ServiceContractItemId | ServiceContractItem | Lookup → Item | | The item the service contract was quoted against. Copied to the opportunity and service order with the contract. |
SKUId | SKU | Lookup → SKU | | The variant of the interested item, limited to that item's SKUs. Copied to the line created on the opportunity, sales order or service order. |
State | State | PickList | | The enquirer's state. Overwritten from the postal code list when the postal code matches. Copied to a new account's address on conversion. Values: Maharashtra. |
Status | Status | PickList | | The lead's stage: New, Contacted, Nurturing, Lost or Converted. Defaults to New. Shipped rules set Contacted when a call or email activity is logged and Converted when the lead is saved with an opportunity; once Converted or Lost it can no longer change. Lead Lost and Mark Lost set Lost; Advance Status moves New to Contacted to Nurturing. Values: New, Contacted, Nurturing, Lost, Converted. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
