ExtendedBaseModel

  • lead ID

  • the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z

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

  • Integer numbers.

  • 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)

  • the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z

  • 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)

  • Created at date

  • 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)

    values
    123
  • 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-'

  • Current status of a lead in the qualification and conversion process.

    Tracks the progression of leads from initial contact through conversion or disqualification.

    Available statuses:

    • 1 (DISQUALIFIED): Lead does not meet qualification criteria - removed from pipeline
    • 2 (CLOSED_QUALIFIED): Lead successfully qualified - ready for conversion to opportunity
    • 3 (CONVERTED): Lead converted to opportunity/deal - moved to active sales pipeline
    • 4 (STUCK): Lead progression stalled - requires attention or re-engagement
    • 5 (IN_PROGRESS): Lead actively being qualified - normal progression through stages
    • 6 (AWAITING_INITIAL_QUALIFICATION): New lead pending initial qualification review
    values
    123456
  • 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

  • Computed status of the sales exploration process for a lead.

    Derived from the sales_exploration_meeting_date field and Sales Exploration activity tags.

    Available statuses:

    • not_booked: No meeting worth counting, or one whose transcript never arrived
    • done: A Sales Exploration tag exists on the lead's activities (takes priority over booked)
    • booked: A meeting is scheduled, being held, or still being analyzed

    A meeting stops counting as booked only once its transcript can no longer be expected -- TRANSCRIPT_PROCESSING_STALE_HOURS after it ends, the same moment the "analyzing transcript" indication is cleared as stale. Before then the tag that would make it done may still be on its way.

    values
    not_bookedbookeddone
  • 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

    values
    123456
  • 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