Fair leads
Potential customers collected at a trade fair booth — quick capture, owner, next action, and conversion to a company.
A fair lead (lead in the API) is the first record of a company you met at a trade fair. A lead isn't a company yet: once it's qualified and moved to the Converted (Aktarıldı) status, a company, a person, and, if needed, an opportunity are created (from the web interface). Fairs (fair) group leads; each fair has a name, city, venue, and dates.
Status
status |
Meaning |
|---|---|
Yeni |
New — captured at the booth. |
İletişime geçildi |
Contacted — first contact made after the fair. |
Teklif verildi |
Quote sent. |
Aktarıldı |
Converted to a company (customer_id and opp_id are filled in). |
Vazgeçildi |
Dropped — won't be followed up. |
status_eff returns the displayed status: Kazanıldı (won) if the linked project was won, Kaybedildi (lost) if it was lost or canceled, and the stored status otherwise.
Fields
| Field | Type | Description |
|---|---|---|
id, rid |
integer, string | ID and permanent record ID (00Q…). |
fair_id, fair |
integer, string | Fair. |
company, contact_name, title, phone, email |
string | Company and contact details. |
city, sector, website |
string | Company details. |
visitor_type |
string | Potansiyel müşteri (potential customer), Mevcut müşteri (existing customer), Tedarikçi (supplier), Rakip (competitor), Diğer (other). |
interest |
string | Interest: Sıcak (hot), Ilık (warm), Soğuk (cold). |
products, products_text |
string | IDs of the products of interest (comma-separated) and free text. |
potential_kg, unit |
number, string | Monthly potential and unit. |
timing |
string | Hemen (immediately), 3 ay içinde (within 3 months), 6 ay içinde (within 6 months), 1 yıl+ (1 year+), Belirsiz (unknown). |
next_action, next_date |
string, date | Next action and its date — creates a task for the owner. |
owner |
user | The sales rep who will follow up on the lead. |
customer_id, opp_id, task_id |
integer | Company and opportunity, if converted; follow-up task. |
Owner and follow-up task
The person who captures a lead and the person who follows it up can be different (owner_id). When a next action and date are entered, a task is created for the owner; when the lead is updated, the task is updated too. By default, sales reps see only their own leads (owner=me).