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API Values

This document contains data fields from a customer lead record. It includes identifying information for the lead such as name, mobile number, and address as well as details about the lead source, marital status, age, occupation, and other attributes. It also lists various fields that would be mapped to fields in a CRM system, including fields for coupon, financial plans, tax savings, life insurance, and more. Additionally, it provides default values for certain drop down fields to be used until those fields are created in the CRM.

Uploaded by

Pranav Sahni
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
22 views

API Values

This document contains data fields from a customer lead record. It includes identifying information for the lead such as name, mobile number, and address as well as details about the lead source, marital status, age, occupation, and other attributes. It also lists various fields that would be mapped to fields in a CRM system, including fields for coupon, financial plans, tax savings, life insurance, and more. Additionally, it provides default values for certain drop down fields to be used until those fields are created in the CRM.

Uploaded by

Pranav Sahni
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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(

[BRANCH_CD] => 10010202


[CALL_TYPE] => BASE
[FIRST_NAME] => Test Raj
[MOBILE_NO] => 7878323443
[PHONE] =>
[POSTAL_CODE] => 282006
[LEAD_SOURCE] => Door_to_Door_Coupon
[MARRIED] => UnMarried
[AGE] => 35
[OCCUP] => Pvt Service
[CALL_DT] => 06/11/2019

[DATA_COLL_NAME] => 154132

[COUPON] => S00001402


[FINANCIAL_PLAN] => NO
[TAX_SAVING] => NO
[LIFE_INSURANCE] => NO
[DOB] => 01/01/1970
[ENTRY_DT] => 01/01/1970
[EMAIL] =>
[NO_OF_CHILDREN] => NULL
[CITY] => NEW DELHI
[VEHICLE] => 2Wheeler

[REQUIRE_INFORMATION] => REQUIRE_INFORMATION

[BANK_WITH] => PublicSector

[CONTACT_AT] => CONTACT_AT

[LEAD_AUDIT_DATE] => 06/11/2019


[LEAD_AUDIT_BY] => 152440
[LEAD_AUDIT_FLAG] => Q
[LEAD_AUDIT_REMARK] =>
[DISTANCE] => 5 km

[INCOME] => 15000_24999


[DT] => 01/01/1970
[DISPOSITION] => Convert Opportunity
[UPDATED_ON] => 01/01/1970
[COUPONALLOT_DATE] => 01/01/1970

[ALLOT_TO_USER] => 152440

[ALLOT_FROM_USER] => 152440


[USER_NAME] => 151046
)
CRM Fields
User Mapping from Backend
Campaign Type from Lead Form
Lead Name
Mobile No
Alternate Mobile No
Postal Code
Lead Source
Marital Status
Birthday in Number
Occupation
Lead Creation date

Business Code of Lead created (Marketing Executive)

Coupn
Intrested Product Type (If finacial Plan is picked they Yes otherwise No)
Do You Do Tax Saving ?
Intrested Product Type (If Life Insurance is picked they Yes otherwise
No)
Birthdate
Appointment fIxed date or Follow up preffered date and for other disposition current date
Email
0 in case of not filled otherwise 1,2,3
city
Vehical Type

Drop Down to be shared by Deepanshu Pass "Other" as defaut

Bank With

Drop Down to be shared by Deepanshu "Morning" By default

Blank (If marked then the date)


Business Code of Lead verifier (Blank)
Q if Verified otherwise Blank
Blank
Drop Down to be shared by Deepanshu "below 5 KM" by defalt

Monthly Income
Modified Date
Dispositions
Current date when the record is updated
Lead Creation Date

Busienss code of 'Assigned CSO' - Always Assigned user

Business Code of Marketing Executive - Always Created by


Current login user - Created by and modified by - 2nd - Modified
r other disposition current date

This field is not Available in CRM will use the


default value for the time being until field is
created in CRM

This field is not Available in CRM will use the


default value for the time being until field is
created in CRM
This field is not Available in CRM will use the
default value for the time being until field is
created in CRM

OLD ALLOT_TO_USER ---- if empty users id 3 c


then $bean->assigned_user_id else users id 3 c

NEW ALLOT_TO_USER ------ $bean-


>assigned_user_id
{ CRM Fields
BOOK_DATE:"06/11/2019", Creation Date of opportunity
TIMEIN:"TI", Time stamp
COUPON:"123123", Coupon
DISPOSITION:"DISPOSITION", Disposition
BRANCH_CODE:"BRANCHE", Branch Code
GUEST_CD:"GUEST_CD", CRM Fields (Guest Code)
GUEST_NAME:"GUEST_NAME", Lead Name
MOBILE:"9811503239", Mobile No.
TELEPHONE:"TELEP", Alt No.
SURVEYOR:"SURR", Marketing Executive - Lead Created by (Business Code )
EMP_NO:"EM NO", Sales Business Code

REF_EMP_NO:"REF_EMO", CSO Business code (Cso need to edit - but now only
assigend CSO will be passed)

DATA_SOURCE:"DATAE", Lead Source


QUALIFIED:"QUAL", QUALIFIED ? - Field Name ( Q/NQ ) - In case if the field is
blank mark NQ
INCOME:"IN", Monthly Income
UPDATE_BY:"UPDAY", Modified by
UPDATE_DATE:"06/11/2019" Modified date
}
at time of conversion of leads to opportunities
if(in_array('Tele - Executive', $roles)){
Previous code $opportunity_bean->user_id1_c =
$bean->user_id3_c = $bean-
$bean->user_id3_c ;
>assigned_user_id;
}
Updated code $opportunity_bean->user_id1_c =
modified this condition
$bean->assigned_user_id;
scenario - where tele exe not worked on lead
n converted to opppo by operational exe'

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