erpnext/erpnext/crm/desk_page/crm/crm.json

{
 "cards": [
  {
   "hidden": 0,
   "label": "Sales Pipeline",
   "links": "[\n    {\n        \"description\": \"Database of potential customers.\",\n        \"label\": \"Lead\",\n        \"name\": \"Lead\",\n        \"onboard\": 1,\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Potential opportunities for selling.\",\n        \"label\": \"Opportunity\",\n        \"name\": \"Opportunity\",\n        \"onboard\": 1,\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Customer database.\",\n        \"label\": \"Customer\",\n        \"name\": \"Customer\",\n        \"onboard\": 1,\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"All Contacts.\",\n        \"label\": \"Contact\",\n        \"name\": \"Contact\",\n        \"onboard\": 1,\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Record of all communications of type email, phone, chat, visit, etc.\",\n        \"label\": \"Communication\",\n        \"name\": \"Communication\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Track Leads by Lead Source.\",\n        \"label\": \"Lead Source\",\n        \"name\": \"Lead Source\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Helps you keep tracks of Contracts based on Supplier, Customer and Employee\",\n        \"label\": \"Contract\",\n        \"name\": \"Contract\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Helps you manage appointments with your leads\",\n        \"label\": \"Appointment\",\n        \"name\": \"Appointment\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"label\": \"Newsletter\",\n        \"name\": \"Newsletter\",\n        \"type\": \"doctype\"\n    }\n]"
  },
  {
   "hidden": 0,
   "label": "Reports",
   "links": "[\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Lead Details\",\n        \"name\": \"Lead Details\",\n        \"onboard\": 1,\n        \"type\": \"report\"\n    },\n    {\n        \"icon\": \"fa fa-bar-chart\",\n        \"label\": \"Sales Funnel\",\n        \"name\": \"sales-funnel\",\n        \"onboard\": 1,\n        \"type\": \"page\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Prospects Engaged But Not Converted\",\n        \"name\": \"Prospects Engaged But Not Converted\",\n        \"onboard\": 1,\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Opportunity\"\n        ],\n        \"doctype\": \"Opportunity\",\n        \"is_query_report\": true,\n        \"label\": \"First Response Time for Opportunity\",\n        \"name\": \"First Response Time for Opportunity\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Sales Order\"\n        ],\n        \"doctype\": \"Sales Order\",\n        \"is_query_report\": true,\n        \"label\": \"Inactive Customers\",\n        \"name\": \"Inactive Customers\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Campaign Efficiency\",\n        \"name\": \"Campaign Efficiency\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Lead Owner Efficiency\",\n        \"name\": \"Lead Owner Efficiency\",\n        \"type\": \"report\"\n    }\n]"
  },
  {
   "hidden": 0,
   "label": "Maintenance",
   "links": "[\n    {\n        \"description\": \"Plan for maintenance visits.\",\n        \"label\": \"Maintenance Schedule\",\n        \"name\": \"Maintenance Schedule\",\n        \"onboard\": 1,\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Visit report for maintenance call.\",\n        \"label\": \"Maintenance Visit\",\n        \"name\": \"Maintenance Visit\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Warranty Claim against Serial No.\",\n        \"label\": \"Warranty Claim\",\n        \"name\": \"Warranty Claim\",\n        \"type\": \"doctype\"\n    }\n]"
  },
  {
   "hidden": 0,
   "label": "Campaign",
   "links": "[\n    {\n        \"description\": \"Sales campaigns.\",\n        \"label\": \"Campaign\",\n        \"name\": \"Campaign\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Sends Mails to lead or contact based on a Campaign schedule\",\n        \"label\": \"Email Campaign\",\n        \"name\": \"Email Campaign\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Create and Schedule social media posts\",\n        \"label\": \"Social Media Post\",\n        \"name\": \"Social Media Post\",\n        \"type\": \"doctype\"\n    }\n]"
  },
  {
   "hidden": 0,
   "label": "Settings",
   "links": "[\n    {\n        \"description\": \"Manage Customer Group Tree.\",\n        \"icon\": \"fa fa-sitemap\",\n        \"label\": \"Customer Group\",\n        \"link\": \"Tree/Customer Group\",\n        \"name\": \"Customer Group\",\n        \"onboard\": 1,\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Manage Territory Tree.\",\n        \"icon\": \"fa fa-sitemap\",\n        \"label\": \"Territory\",\n        \"link\": \"Tree/Territory\",\n        \"name\": \"Territory\",\n        \"onboard\": 1,\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Manage Sales Person Tree.\",\n        \"icon\": \"fa fa-sitemap\",\n        \"label\": \"Sales Person\",\n        \"link\": \"Tree/Sales Person\",\n        \"name\": \"Sales Person\",\n        \"onboard\": 1,\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Send mass SMS to your contacts\",\n        \"label\": \"SMS Center\",\n        \"name\": \"SMS Center\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Logs for maintaining sms delivery status\",\n        \"label\": \"SMS Log\",\n        \"name\": \"SMS Log\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Setup SMS gateway settings\",\n        \"label\": \"SMS Settings\",\n        \"name\": \"SMS Settings\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"label\": \"Email Group\",\n        \"name\": \"Email Group\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"label\": \"Twitter Settings\",\n        \"name\": \"Twitter Settings\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"label\": \"LinkedIn Settings\",\n        \"name\": \"LinkedIn Settings\",\n        \"type\": \"doctype\"\n    }\n]"
  }
 ],
 "category": "Modules",
 "charts": [
  {
   "chart_name": "Territory Wise Sales"
  }
 ],
 "creation": "2020-01-23 14:48:30.183272",
 "developer_mode_only": 0,
 "disable_user_customization": 0,
 "docstatus": 0,
 "doctype": "Desk Page",
 "extends_another_page": 0,
 "hide_custom": 0,
 "idx": 0,
 "is_standard": 1,
 "label": "CRM",
 "modified": "2020-08-11 18:55:18.238900",
 "modified_by": "Administrator",
 "module": "CRM",
 "name": "CRM",
 "onboarding": "CRM",
 "owner": "Administrator",
 "pin_to_bottom": 0,
 "pin_to_top": 0,
 "shortcuts": [
  {
   "color": "#ffe8cd",
   "format": "{} Open",
   "label": "Lead",
   "link_to": "Lead",
   "stats_filter": "{\"status\":\"Open\"}",
   "type": "DocType"
  },
  {
   "color": "#cef6d1",
   "format": "{} Assigned",
   "label": "Opportunity",
   "link_to": "Opportunity",
   "stats_filter": "{\"_assign\": [\"like\", '%' + frappe.session.user + '%']}",
   "type": "DocType"
  },
  {
   "label": "Customer",
   "link_to": "Customer",
   "type": "DocType"
  },
  {
   "label": "Sales Analytics",
   "link_to": "Sales Analytics",
   "type": "Report"
  },
  {
   "label": "Dashboard",
   "link_to": "CRM",
   "type": "Dashboard"
  }
 ]
}