Lead

Potential customer - first contact in the sales process.

Basic Fields

Field	Type	Description
name	personName	Full name (composite)
salutationName	enum	Salutation
firstName	varchar(100)	First name
lastName	varchar(100)	Last name
title	varchar(100)	Position/title
accountName	varchar	Company name

Contact Information

Field	Type	Description
emailAddress	email	Email (personal data)
phoneNumber	phone	Phone (personal data)
website	url	Website
doNotCall	bool	Do not call

Address

Field	Type	Description
address	address	Composite address
addressStreet	varchar	Street
addressCity	varchar	City
addressState	varchar	State/Region
addressPostalCode	varchar	Postal code
addressCountry	varchar	Country

Business Fields

Field	Type	Description
status	enum	Lead status
source	enum	Lead source
industry	enum	Industry
opportunityAmount	currency	Opportunity value
opportunityAmountConverted	currencyConverted	Converted value

Registration Details

Field	Type	Description
sicCode	varchar(40)	Registration number
vatId	varchar(40)	VAT ID

System Fields

Field	Type	Description
convertedAt	datetime	Conversion date
description	text	Description
assignedUserId	link	Assigned user
teamsIds	linkMultiple	Teams

Statuses (status)

Value	Description	Style
New	New	default
Assigned	Assigned	default
In Process	In Process	primary
Converted	Converted	success
Recycled	Recycled	info
Dead	Dead	info

Sources (source)

Value	Description
Call	Call
Email	Email
Existing Customer	Existing Customer
Partner	Partner
Public Relations	Public Relations
Web Site	Web Site
Campaign	Campaign
Other	Other

Salutations (salutationName)

Value	Description
``	(none)
Mr.	Mr.
Ms.	Ms.
Mrs.	Mrs.
Dr.	Dr.

Relationships

Relationship	Target Entity	Type
createdAccount	Account	belongsTo
createdContact	Contact	belongsTo
createdOpportunity	Opportunity	belongsTo
campaign	Campaign	belongsTo
targetLists	TargetList	hasMany
meetings	Meeting	hasMany
calls	Call	hasMany
tasks	Task	hasChildren
emails	Email	hasChildren
cases	Case	hasMany
documents	Document	hasMany

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