Admin setup modules user roles

Setting Module Sub Module Type
Admin setup Designation Master user_designation

Designation Master user_designation
Admin setup Department Master user_dept
Department Master user_dept
Admin setup Role Master user_role
Role Master user_role
user_profile
user_profile
user_profile
user_profile
user_profile
user_profile
user_profile
user_profile
user_profile
user_profile
Lead & Contact Lead Stage lead_stage
Lead Stage lead_stage
Lead & Contact Deal Stage Deal_stage
Deal Stage Deal_stage
Lead & Contact Source Source
Source Source
Source Source
Source Source
Source Source
Source Source
Source Source
Source Source
Source Source
Source Source
Source Source
Source Source
Lead & Contact Lead Type lead_type
Lead Type lead_type
Lead Type lead_type
Lead Type lead_type
Lead Type lead_type
Lead & Contact Contact Type Contact_type
Contact Type Contact_type
Contact Type Contact_type
Lead & Contact Address Type address_type
Address Type address_type
Account Account Industry industry
Account Industry industry
Account Account Type acc_type
Account Type acc_type
Interaction Interaction interaction_type
Interaction interaction_type
Interaction Interaction interaction_status
Interaction interaction_status
Activity Activity activity_master
Activity activity_master
Quota Setup Quota Type Master kpi_master
Quota Type Master kpi_master
Marketing Marketing Assets marketing_asset_utilization
Marketing Assets marketing_asset_utilization
Marketing Campaign Tenant master sendgrid_api
Notes
Sys_ default Action to be perform
sys_default =0 (TRUE) Edit, Deactivate / Activate, Delete
sys_default =1 (FALSE) Noneditable
Active flag and delete flag Action to be perform

active_flag=0 and delete_flag=0 Deactivate
active_flag=1 and delete_flag=0 Active / Activate
active_flag=0 and delete_flag=1 Delete
Head Quarter and branch Directly inserted with trigger

Display Name Seq Category Sys_default Editable
Executive NULL NULL 0 1
Other NULL NULL 0 1
CEO NULL NULL 0 1
Manager NULL NULL 0 1
Sales NULL NULL 0 1
HR NULL NULL 0 1
Finance NULL NULL 0 1
Marketing NULL NULL 0 1
IT NULL NULL 0 1
Executive NULL NULL 0 1
Admin NULL NULL 0 1
Other NULL NULL 0 1
Support NULL NULL 0 1
User NULL NULL 0 1
Admin NULL NULL 0 1
Lead NULL NULL 0
Admin NULL NULL 0
Executive NULL NULL 0
Sales NULL NULL 0
Manager NULL NULL 0
Marketing NULL NULL 0
Other NULL NULL 0
Architect NULL NULL 0
Developer NULL NULL 0
QA NULL NULL 0 No front end master availab
New 1 Pipeline 0 1
Working 2 Pipeline 0 1
Qualified 3 Pipeline 0 1
Unqualified 4 Pipeline 0 1
Hold 5 Hold 0 1
Closed Lost 6 Lost 0 1
Won 8 Success 0 1
Invalid 7 Discard 0 1
Initiation 1 Pipeline 0 1
Qualified 2 Pipeline 0 1
Needs Analysis 3 Pipeline 0 1
Closed Lost 8 Lost 0 1
Negotiation 6 Pipeline 0 1
Value Proposition Pipeline 0 1
Proposal 5 Pipeline 0 1
Closed Won 7 Success 0 1
Invalid 9 Discard 0 1
Hold 10 Hold 0 1
Other NULL NULL 0 1
Referral NULL NULL 0 1
Outbound NULL NULL 0 1
Inbound NULL NULL 0 1
Online NULL NULL 0 1
Direct NULL NULL 0 1
Customer NULL NULL 0 1
Landing Page NULL NULL 0 1
Campaign NULL NULL 0 1
3rd Party Data NULL NULL 0 1
Field Activity NULL NULL 0 1
Website NULL NULL 1 0
Hot NULL NULL 0 1
Warm NULL NULL 0 1
Cold NULL NULL 0 1
Marketing Qualified NULL NULL 0 1
Sales-Qualified NULL NULL 0 1
Prospect NULL NULL 0 1
Past Customer NULL NULL 0 1
Mailing NULL NULL 0 1
Current NULL NULL 0 1
Agriculture & Mining NULL NULL 0 1
Computers & Electronics NULL NULL 0 1
Consumer Goods NULL NULL 0 1
Education NULL NULL 0 1
Energy & Utilities NULL NULL 0 1
Financial Services NULL NULL 0 1
Gaming NULL NULL 0 1
Government NULL NULL 0 1
Healthcare NULL NULL 0 1
Life Sciences NULL NULL 0 1
Manufacturing NULL NULL 0 1
Media & Entertainment NULL NULL 0 1
Non-Profit Organization NULL NULL 0 1
Professional Services NULL NULL 0 1
Real Estate & Construction NULL NULL 0 1
Retail NULL NULL 0 1
Software & Internet NULL NULL 0 1
Telecommunications NULL NULL 0 1
Transportation & Logistics NULL NULL 0 1
Travel & Hospitality NULL NULL 0 1
Wholesale & Distribution NULL NULL 0 1
Other NULL NULL 0 1
Analyst NULL NULL 0 1
Competitor NULL NULL 0 1
Distributor NULL NULL 0 1
Vendor NULL NULL 0 1
Integrator NULL NULL 0 1
Other NULL NULL 0 1
Partner NULL NULL 0 1
Press NULL NULL 0 1
Prospect NULL NULL 0 1
Phone Call 1 NULL 1 0
Email 2 NULL 1 0
Meeting 3 NULL 1 0
Online 4 NULL 0 1
Did Not Pickup 1 NULL 0 1
Voicemail 1 NULL 0 1
Asked To Call Back 1 NULL 0 1
Left Company 1 NULL 0 1
Interested 1 NULL 0 1
Not Interested 1 NULL 0 1
Wrong Contact 1 NULL 0 1
Sent 2 NULL 0 1
Not Available 2 NULL 1 1
Bounced 2 NULL 0 1
Wrong Email 2 NULL 0 1
Success 3 NULL 0 1
Rescheduled 3 NULL 0 1
Did Not Turn Up 3 NULL 1 1
Cancelled 3 NULL 0 1
Success 4 NULL 0 1
Rescheduled 4 NULL 0 1
Did Not Join 4 NULL 0 1
Cancelled 4 NULL 0 1
Follow-Up NULL NULL 0 1
Meeting NULL NULL 1 0
Phone Call NULL NULL 1 0
Email NULL NULL 1 0
Other NULL NULL 0 1
Revenue NULL NULL 0 1
Deals Won NULL NULL 0 1
Order Booking NULL NULL 0 1
# Personal Meetings NULL NULL 0 1
# Virtual Meetings NULL NULL 0 1
Distance Travelled NULL NULL 0 1
Customers Won NULL NULL 0 1
# Proposal Submitted NULL NULL 0 1
Blog Subscription NULL NULL 0 1
Case Study Download NULL NULL 0 1
Demo Request NULL NULL 0 1
Freemiun Sign up NULL NULL 0 1
Interactive Demo NULL NULL 0 1
Newsletter Sign Up NULL NULL 0 1
Price Quote NULL NULL 0 1
Product Trial NULL NULL 0 1
Report Download NULL NULL 0 1
Seminar NULL NULL 0 1
Webinar NULL NULL 0 1
White Paper Download NULL NULL 0 1
NULL NULL 0 NA
Status (Front End)

Inactive
Active
NA
Action to be perform Remarks
Edit, Deactivate / Activate, Delete
No front end master available

Noneditable
only name editable
only name editable
Noneditable
Noneditable
Noneditable
Noneditable
Noneditable
Noneditable
NA Api Key - SG.pWnXrlvFTrqqeo4wF7SnMw.fGZuXupRNNfLoAWRqm1MLJK25RmAm6F
NNfLoAWRqm1MLJK25RmAm6FcIFYwNFOwbd4
enum_id type dispname seq category creatatedD
128 Company_type Education NULL NULL NULL
129 Company_type Enterprise NULL NULL NULL
130 Company_type Government - State & Local NULL NULL NULL
131 Company_type Government - Federal NULL NULL NULL
132 Company_type Non-Profit NULL NULL NULL
133 Company_type Self Employed NULL NULL NULL
134 Company_type Small-Medium Business NULL NULL NULL
135 Company_type Start-Up NULL NULL NULL
136 Company_type Not Applicable NULL NULL NULL
111 notification Deal is assigned to me 1 NULL NULL
112 notification Deal stage is changed 2 NULL NULL
113 notification Opportuntity is modified 3 NULL NULL
114 notification Lead is assigned to me 4 NULL NULL
115 notification Lead stage is changed 5 NULL NULL
116 notification Lead is modified 6 NULL NULL
117 notification When a new mail comes 10 NULL NULL
118 notification Email opened 11 NULL NULL
119 notification Email clicked 12 NULL NULL
120 notification Task status is changed 8 NULL NULL
121 notification Task is assigned to me 7 NULL NULL
122 notification Task is modified 9 NULL NULL
123 notification New meeting invite 13 NULL NULL
124 product_hierarchy_master Product Group 1 type_levelNULL

125 product_hierarchy_master Product Family 2 type_levelNULL
126 product_hierarchy_master Product Type 3 type_levelNULL
127 product_hierarchy_master Product Sub-type 4 type_levelNULL
99 prospect_source Other NULL NULL NULL
100 prospect_source Referral NULL NULL NULL
101 prospect_source Outbound NULL NULL NULL
102 prospect_source Inbound NULL NULL NULL
103 prospect_source Online NULL NULL NULL
104 prospect_source Direct NULL NULL NULL
105 prospect_source Customer NULL NULL NULL
106 prospect_source Landing Page NULL NULL NULL
107 prospect_source Campaign NULL NULL NULL
108 prospect_source 3rd Party Data NULL NULL NULL
109 prospect_source Field Activity NULL NULL NULL
110 prospect_source 3rd Party Data NULL NULL NULL
97 prospect_type Individual NULL NULL NULL
98 prospect_type Corporate NULL NULL NULL
lastupdatemsg_text email_textsys_defaul
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL Opportunity : '{{oppName}}' Assigned to you. Hi {{userN 0
NULL Opportunity : '{{oppName}}' Stage changed to {{stage}} Hi {{userN 0
NULL NULL NULL 0
NULL Lead : '{{leadName}}' Assigned to you. Hi {{userN 0
NULL Lead : '{{leadName}}' Stage changed to {{stage}} Hi {{userN 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL Task : '{{taskSub}}' Status changed to {{status}} Hi {{userNa 0
NULL Task : '{{taskSub}}' Assigned to you. Hi {{userN 0
NULL NULL NULL 0
NULL Activity:'{{activitySub}}' Invitation Hi, <br 0
NULL NULL NULL 0

NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
NULL NULL NULL 0
api_key user_name
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
parent_enmatch_id
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL
NULL NULL

Admin setup modules user roles

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Admin setup modules user roles

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Available Formats

Setting Module Sub Module Type

Admin setup Designation Master user_designation

Active flag and delete flag Action to be perform

Head Quarter and branch Directly inserted with trigger

Status (Front End)

No front end master available

124 product_hierarchy_master Product Group 1 type_levelNULL

NULL NULL NULL 0

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