Table Crm_Leads

Entity

Leads are potential customers for your products. Because leads are usually processed in a hurry or imported from external lists, personal and company information is saved in a less structured way. With the advancement of the qualification process (including deduplication), the information is structured in the usual Person and Company entities. When successfully processed, leads can be converted to Opportunities. Entity: Crm_Leads (Introduced in version 21.1.3.78)

Summary

Name	Type	Description
Assigned_To_Sales_Person_Id	`uniqueidentifier`	Sales rep to whom this lead is assigned for further processing. NULL - not yet assigned.
Campaign_Id	`uniqueidentifier`	The marketing campaign under which the lead was generated.
Company_Name	`nvarchar(64)`	The name of the company, which the person works for (in relation to the current lead).
Converted_To_Deal_Id	`uniqueidentifier`	Filled when the lead is converted to opportunity (deal).
Creation_Timestamp_Utc	`datetime` Readonly	System assigned date and time (in UTC), when the lead was initially created.
Enterprise_Company_Id	`uniqueidentifier`	The enterprise company to which this lead belongs.
Enterprise_Company_Location_Id	`uniqueidentifier`	The enterprise company location to which this lead belongs.
Identified_Company_Id	`uniqueidentifier`	Filled when the company is identified within our database.
Identified_Person_Id	`uniqueidentifier`	Filled when the person is identified and recorded in our master records.
Lead_Id	`uniqueidentifier` `PK`
Lead_User_Stage_Id	`uniqueidentifier` Readonly	The user-defined sub-stage of the lead. This also defines the step in the sales sequence and the next appropriate activity to engage the lead. NULL when the user stage is undefined (the pure System Stage defines the stage).
Marketing_Company_Size_Id	`uniqueidentifier`	The size class of the company.
Marketing_Industry_Id	`uniqueidentifier`	The industry (for marketing purposes) of the lead.
Marketing_Solution_Id	`uniqueidentifier`	The marketing solution, in which the lead is interested or which generated the lead.
MQL_Timestamp_Utc	`datetime` Readonly	System assigned date and time (in UTC), when the lead was first promoted to Marketing Qualified Lead (MQL).
Owner_User_Id	`uniqueidentifier`	The user, responsible for this record.
Person_Email	`nvarchar(64)`	The email address of the sales lead person.
Person_First_Name	`nvarchar(64)`	The first name of the person, representing the sales lead.
Person_Last_Name	`nvarchar(64)`	The last name of the person, representing the sales lead.
Person_Mobile_Phone	`nvarchar(32)`	The mobile phone of the sales lead person.
Person_Salutation	`nvarchar(16)`	Salutation for the sales lead person.
Person_Web_Profile	`nvarchar(64)`	Web address (including protocol like https) of the personal profile in a social or professional network. The address itself, as it is full valid Internet address, contains also the network name.
Person_Work_Phone	`nvarchar(32)`	The work phone of the sales lead person.
Role_In_Company	`nvarchar(32)`	The role of the person in the company.
Row_Version	`timestamp`
Sales_Area_Id	`uniqueidentifier`	The sales area, where the lead is located, when it is identified. This should also indicate the Time Zone.
SQL_Timestamp_Utc	`datetime` Readonly	System assigned date and time (in UTC), when the lead was first promoted to Sales Qualified Lead.
System_Stage	`nvarchar(3)` Allowed: `NEW`, `QUA`, `MQL`, `SQL`, `CLO`, Readonly	The system stage of the lead - New, Qualifying, Marketing Qualified Lead, Sales Qualified Lead, Closed. (NEW, QUA, MQL, SQL, CLO)

Columns

Assigned_To_Sales_Person_Id

Sales rep to whom this lead is assigned for further processing. NULL - not yet assigned.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Sales_Persons
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Assigned_To_Sales_Person_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Campaign_Id

The marketing campaign under which the lead was generated.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Campaigns
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Campaign_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Company_Name

The name of the company, which the person works for (in relation to the current lead).

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	64
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(64) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Company_Name - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
Like	None	no	no

Converted_To_Deal_Id

Filled when the lead is converted to opportunity (deal).

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Deals
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Converted_To_Deal_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Creation_Timestamp_Utc

System assigned date and time (in UTC), when the lead was initially created.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Creation_Timestamp_Utc - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	no	no

Enterprise_Company_Id

The enterprise company to which this lead belongs.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Enterprise_Companies
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Enterprise_Company_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Enterprise_Company_Location_Id

The enterprise company location to which this lead belongs.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Cm_Company_Locations
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Enterprise_Company_Location_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Identified_Company_Id

Filled when the company is identified within our database.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Cm_Companies
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Identified_Company_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Identified_Person_Id

Filled when the person is identified and recorded in our master records.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Cm_Persons
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Identified_Person_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Lead_Id

Property	Value
Auto Complete	no
Data Filter	no
Default Value	NewGuid
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	yes (order: 1)
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Lead_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Lead_User_Stage_Id

The user-defined sub-stage of the lead. This also defines the step in the sales sequence and the next appropriate activity to engage the lead. NULL when the user stage is undefined (the pure System Stage defines the stage).

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
Referenced Table	Crm_Lead_User_Stages
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Lead_User_Stage_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Marketing_Company_Size_Id

The size class of the company.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Company_Size_Classes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Marketing_Company_Size_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Marketing_Industry_Id

The industry (for marketing purposes) of the lead.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Industries
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Marketing_Industry_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Marketing_Solution_Id

The marketing solution, in which the lead is interested or which generated the lead.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Marketing_Solutions
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Marketing_Solution_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

MQL_Timestamp_Utc

System assigned date and time (in UTC), when the lead was first promoted to Marketing Qualified Lead (MQL).

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

MQL_Timestamp_Utc - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	no	no

Owner_User_Id

The user, responsible for this record.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Sec_Users
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Owner_User_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Person_Email

The email address of the sales lead person.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	64
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(64) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Person_Email - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
Like	None	no	no

Person_First_Name

The first name of the person, representing the sales lead.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	64
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(64) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Person_First_Name - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
Like	None	no	no

Person_Last_Name

The last name of the person, representing the sales lead.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	64
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(64) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Person_Last_Name - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
Like	None	no	no

Person_Mobile_Phone

The mobile phone of the sales lead person.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	32
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(32) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Person_Mobile_Phone - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Like	None	no	no

Person_Salutation

Salutation for the sales lead person.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	16
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(16) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Person_Salutation - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
Like	None	no	no

Person_Web_Profile

Web address (including protocol like https) of the personal profile in a social or professional network. The address itself, as it is full valid Internet address, contains also the network name.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	64
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(64) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Person_Web_Profile - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Like	None	no	no

Person_Work_Phone

The work phone of the sales lead person.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	32
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(32) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Person_Work_Phone - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Like	None	no	no

Role_In_Company

The role of the person in the company.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	32
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(32) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Role_In_Company - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
Like	None	no	no

Row_Version

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	timestamp (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Sales_Area_Id

The sales area, where the lead is located, when it is identified. This should also indicate the Time Zone.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Areas
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Sales_Area_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

SQL_Timestamp_Utc

System assigned date and time (in UTC), when the lead was first promoted to Sales Qualified Lead.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

SQL_Timestamp_Utc - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	no	no

System_Stage

The system stage of the lead - New, Qualifying, Marketing Qualified Lead, Sales Qualified Lead, Closed. (NEW, QUA, MQL, SQL, CLO)

Property	Value
Allowed Values	`NEW`, `QUA`, `MQL`, `SQL`, `CLO`
Auto Complete	no
Data Filter	no
Default Value	NEW
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	3
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	nvarchar(3)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

System_Stage - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

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