EasedBaseModel

  • Lead name - A descriptive name for the lead, typically including company and opportunity details

  • AE Owner - Account Executive who will handle the lead if qualified. Must be a valid user ID starting with 'u-'

  • Qualification Reason - Why the lead was marked as qualified (required when status is CLOSED_QUALIFIED)

  • Company ID - Associated company for this lead. Must be a valid company ID starting with 'c-'

  • Contact ID - Primary contact person for this lead. Must be a valid person ID starting with 'p-'

  • Conversion Probability - Estimated likelihood of converting to a qualified opportunity (0.0 to 1.0)

  • Creation Date - When the lead was first created in the system

  • Company Disqualification Reason - Reason for disqualifying the entire company

  • Disqualification Reason - Why the lead was disqualified (required when status is DISQUALIFIED)

  • Engagement Score - Measures the lead's level of interest and interaction (COLD, LUKEWARM, ON_FIRE)

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  • Inbound Campaign Type - Specific inbound marketing campaign that generated this lead

  • License ID - Specific product license being evaluated or discussed

  • Number of Licenses - Quantity of licenses being considered

  • Other Company Name - referral company name when the user selects Other as referring company

  • Other Person Name - referral person name when the user selects Other as referring person

  • Outbound Campaign Type - Specific outbound sales campaign that generated this lead

  • Partner Contact - Contact person at the associated partner. Must be a valid partner contact ID starting with 'ptc-'

  • Partner - Partner organization associated with this lead. Must be a valid partner ID starting with 'ptn-'

  • Product ID - Product or solution the lead is interested in

  • Referring Company - Company ID that referred this lead (for referral-type leads)

  • Referring Person - Person ID who referred this lead (for referral-type leads)

  • Sales Exploration Meeting Date - Scheduled date for initial sales discovery call

  • SDR Owner - Sales Development Representative responsible for initial qualification and nurturing. Must be a valid user ID starting with 'u-'

  • Lead Source - Origin of the lead (INBOUND, OUTBOUND, or REFERRAL)

  • Lead Status - Current stage in the lead qualification process. Determines workflow and next actions

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  • Status Change Date - When the lead status was last modified

  • Status Changed By - User ID of the person who last changed the lead status

  • Status Notes - Additional context about the current status. Required when status is STUCK. Maximum 8192 characters