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Lead Class

Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
Inheritance Hierarchy
SystemObject
  Entity
    Novalys.VisualGuard.Security.CRM.SdkLead

Namespace:  Novalys.VisualGuard.Security.CRM.Sdk
Assembly:  Novalys.VisualGuard.Security.CRM (in Novalys.VisualGuard.Security.CRM.dll) Version: 2019.0.101.19 (2019.0.0101.19)
Syntax
public class Lead : Entity, INotifyPropertyChanging, INotifyPropertyChanged

The Lead type exposes the following members.

Constructors
  NameDescription
Public methodLead
Default Constructor.
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Properties
  NameDescription
Public propertyaccount_originating_lead
1:N account_originating_lead
Public propertyAccountId
Unique identifier of the account with which the lead is associated.
Public propertyaccountleads_association
N:N accountleads_association
Public propertyAddress1_AddressId
Unique identifier for address 1.
Public propertyAddress1_AddressTypeCode
Select the primary address type.
Public propertyAddress1_City
Type the city for the primary address.
Public propertyAddress1_Composite
Shows the complete primary address.
Public propertyAddress1_Country
Type the country or region for the primary address.
Public propertyAddress1_County
Type the county for the primary address.
Public propertyAddress1_Fax
Type the fax number associated with the primary address.
Public propertyAddress1_Latitude
Type the latitude value for the primary address for use in mapping and other applications.
Public propertyAddress1_Line1
Type the first line of the primary address.
Public propertyAddress1_Line2
Type the second line of the primary address.
Public propertyAddress1_Line3
Type the third line of the primary address.
Public propertyAddress1_Longitude
Type the longitude value for the primary address for use in mapping and other applications.
Public propertyAddress1_Name
Type a descriptive name for the primary address, such as Corporate Headquarters.
Public propertyAddress1_PostalCode
Type the ZIP Code or postal code for the primary address.
Public propertyAddress1_PostOfficeBox
Type the post office box number of the primary address.
Public propertyAddress1_ShippingMethodCode
Select a shipping method for deliveries sent to this address.
Public propertyAddress1_StateOrProvince
Type the state or province of the primary address.
Public propertyAddress1_Telephone1
Type the main phone number associated with the primary address.
Public propertyAddress1_Telephone2
Type a second phone number associated with the primary address.
Public propertyAddress1_Telephone3
Type a third phone number associated with the primary address.
Public propertyAddress1_UPSZone
Type the UPS zone of the primary address to make sure shipping charges are calculated correctly and deliveries are made promptly, if shipped by UPS.
Public propertyAddress1_UTCOffset
Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address.
Public propertyAddress2_AddressId
Unique identifier for address 2.
Public propertyAddress2_AddressTypeCode
Select the secondary address type.
Public propertyAddress2_City
Type the city for the secondary address.
Public propertyAddress2_Composite
Shows the complete secondary address.
Public propertyAddress2_Country
Type the country or region for the secondary address.
Public propertyAddress2_County
Type the county for the secondary address.
Public propertyAddress2_Fax
Type the fax number associated with the secondary address.
Public propertyAddress2_Latitude
Type the latitude value for the secondary address for use in mapping and other applications.
Public propertyAddress2_Line1
Type the first line of the secondary address.
Public propertyAddress2_Line2
Type the second line of the secondary address.
Public propertyAddress2_Line3
Type the third line of the secondary address.
Public propertyAddress2_Longitude
Type the longitude value for the secondary address for use in mapping and other applications.
Public propertyAddress2_Name
Type a descriptive name for the secondary address, such as Corporate Headquarters.
Public propertyAddress2_PostalCode
Type the ZIP Code or postal code for the secondary address.
Public propertyAddress2_PostOfficeBox
Type the post office box number of the secondary address.
Public propertyAddress2_ShippingMethodCode
Select a shipping method for deliveries sent to this address.
Public propertyAddress2_StateOrProvince
Type the state or province of the secondary address.
Public propertyAddress2_Telephone1
Type the main phone number associated with the secondary address.
Public propertyAddress2_Telephone2
Type a second phone number associated with the secondary address.
Public propertyAddress2_Telephone3
Type a third phone number associated with the secondary address.
Public propertyAddress2_UPSZone
Type the UPS zone of the secondary address to make sure shipping charges are calculated correctly and deliveries are made promptly, if shipped by UPS.
Public propertyAddress2_UTCOffset
Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address.
Public propertyAttributes (Inherited from Entity.)
Public propertyBudgetAmount
Information about the budget amount of the lead's company or organization.
Public propertyBudgetAmount_Base
Base currency equivalent of the estimated budget of the lead.
Public propertyBudgetStatus
Information about the budget status of the lead's company or organization.
Public propertybusiness_unit_leads
N:1 business_unit_leads
Public propertycampaign_leads
N:1 campaign_leads
Public propertyCampaignId
Choose the campaign that the lead was generated from to track the effectiveness of marketing campaigns and identify communications received by the lead.
Public propertyCampaignResponse_Lead
N:1 CampaignResponse_Lead
Public propertyCompanyName
Type the name of the company associated with the lead. This becomes the account name when the lead is qualified and converted to a customer account.
Public propertyConfirmInterest
Select whether the lead confirmed interest in your offerings. This helps in determining the lead quality.
Public propertycontact_originating_lead
1:N contact_originating_lead
Public propertyContactId
Unique identifier of the contact with which the lead is associated.
Public propertycontactleads_association
N:N contactleads_association
Public propertyCreatedBy
Shows who created the record.
Public propertyCreatedLead_BulkOperationLogs
1:N CreatedLead_BulkOperationLogs
Public propertyCreatedOn
Shows the date and time when the record was created. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.
Public propertyCreatedOnBehalfBy
Shows who created the record on behalf of another user.
Public propertyCustomerId
Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.
Public propertyDecisionMaker
Select whether your notes include information about who makes the purchase decisions at the lead's company.
Public propertyDescription
Type additional information to describe the lead, such as an excerpt from the company's website.
Public propertyDoNotBulkEMail
Select whether the lead accepts bulk email sent through marketing campaigns or quick campaigns. If Do Not Allow is selected, the lead can be added to marketing lists, but will be excluded from the email.
Public propertyDoNotEMail
Select whether the lead allows direct email sent from Microsoft Dynamics CRM.
Public propertyDoNotFax
Select whether the lead allows faxes.
Public propertyDoNotPhone
Select whether the lead allows phone calls.
Public propertyDoNotPostalMail
Select whether the lead allows direct mail.
Public propertyDoNotSendMM
Select whether the lead accepts marketing materials, such as brochures or catalogs. Leads that opt out can be excluded from marketing initiatives.
Public propertyEMailAddress1
Type the primary email address for the lead.
Public propertyEMailAddress2
Type the secondary email address for the lead.
Public propertyEMailAddress3
Type a third email address for the lead.
Public propertyEntityImage
Shows the default image for the record.
Public propertyEntityImage_Timestamp
Public propertyEntityImage_URL
Public propertyEntityImageId
For internal use only.
Public propertyEntityState (Inherited from Entity.)
Public propertyEstimatedAmount
Type the estimated revenue value that this lead will generate to assist in sales forecasting and planning.
Public propertyEstimatedAmount_Base
Shows the Est. Value field converted to the system's default base currency. The calculation uses the exchange rate specified in the Currencies area.
Public propertyEstimatedCloseDate
Enter the expected close date for the lead, so that the sales team can schedule timely follow-up meetings to move the prospect to the next sales stage.
Public propertyEstimatedValue
Type a numeric value of the lead's estimated value, such as a product quantity, if no revenue amount can be specified in the Est. Value field. This can be used for sales forecasting and planning.
Public propertyEvaluateFit
Select whether the fit between the lead's requirements and your offerings was evaluated.
Public propertyExchangeRate
Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.
Public propertyExtensionData (Inherited from Entity.)
Public propertyFax
Type the fax number for the primary contact for the lead.
Public propertyFirstName
Type the first name of the primary contact for the lead to make sure the prospect is addressed correctly in sales calls, email, and marketing campaigns.
Public propertyFormattedValues (Inherited from Entity.)
Public propertyFullName
Combines and shows the lead's first and last names so the full name can be displayed in views and reports.
Public propertyId (Overrides Entity.Id.)
Public propertyImportSequenceNumber
Unique identifier of the data import or data migration that created this record.
Public propertyIndustryCode
Select the primary industry in which the lead's business is focused, for use in marketing segmentation and demographic analysis.
Public propertyInitialCommunication
Choose whether someone from the sales team contacted this lead earlier.
Public propertyItem (Inherited from Entity.)
Public propertyJobTitle
Type the job title of the primary contact for this lead to make sure the prospect is addressed correctly in sales calls, email, and marketing campaigns.
Public propertyLastName
Type the last name of the primary contact for the lead to make sure the prospect is addressed correctly in sales calls, email, and marketing campaigns.
Public propertyLastUsedInCampaign
Shows the date when the lead was last included in a marketing campaign or quick campaign.
Public propertylead_activity_parties
1:N lead_activity_parties
Public propertyLead_ActivityPointers
1:N Lead_ActivityPointers
Public propertylead_addresses
1:N lead_addresses
Public propertyLead_Annotation
1:N Lead_Annotation
Public propertyLead_Appointments
1:N Lead_Appointments
Public propertyLead_AsyncOperations
1:N Lead_AsyncOperations
Public propertyLead_BulkDeleteFailures
1:N Lead_BulkDeleteFailures
Public propertylead_connections1
1:N lead_connections1
Public propertylead_connections2
1:N lead_connections2
Public propertylead_customer_accounts
N:1 lead_customer_accounts
Public propertylead_customer_contacts
N:1 lead_customer_contacts
Public propertyLead_DuplicateBaseRecord
1:N Lead_DuplicateBaseRecord
Public propertyLead_DuplicateMatchingRecord
1:N Lead_DuplicateMatchingRecord
Public propertyLead_Email_EmailSender
1:N Lead_Email_EmailSender
Public propertyLead_Emails
1:N Lead_Emails
Public propertyLead_Faxes
1:N Lead_Faxes
Public propertyLead_Letters
1:N Lead_Letters
Public propertylead_owning_team
N:1 lead_owning_team
Public propertylead_owning_user
N:1 lead_owning_user
Public propertylead_parent_account
N:1 lead_parent_account
Public propertylead_parent_contact
N:1 lead_parent_contact
Public propertyLead_Phonecalls
1:N Lead_Phonecalls
Public propertylead_PostFollows
1:N lead_PostFollows
Public propertylead_principalobjectattributeaccess
1:N lead_principalobjectattributeaccess
Public propertyLead_ProcessSessions
1:N Lead_ProcessSessions
Public propertylead_qualifying_opportunity
N:1 lead_qualifying_opportunity
Public propertyLead_RecurringAppointmentMasters
1:N Lead_RecurringAppointmentMasters
Public propertyLead_ServiceAppointments
1:N Lead_ServiceAppointments
Public propertyLead_SharepointDocument
1:N Lead_SharepointDocument
Public propertyLead_SharepointDocumentLocation
1:N Lead_SharepointDocumentLocation
Public propertyLead_SocialActivities
1:N Lead_SocialActivities
Public propertyLead_Tasks
1:N Lead_Tasks
Public propertyleadcompetitors_association
N:N leadcompetitors_association
Public propertyLeadId
Unique identifier of the lead.
Public propertyleadproduct_association
N:N leadproduct_association
Public propertyLeadQualityCode
Select a rating value to indicate the lead's potential to become a customer.
Public propertyLeadSourceCode
Select the primary marketing source that prompted the lead to contact you.
Public propertylistlead_association
N:N listlead_association
Public propertylk_lead_createdonbehalfby
N:1 lk_lead_createdonbehalfby
Public propertylk_lead_modifiedonbehalfby
N:1 lk_lead_modifiedonbehalfby
Public propertylk_leadbase_createdby
N:1 lk_leadbase_createdby
Public propertylk_leadbase_modifiedby
N:1 lk_leadbase_modifiedby
Public propertyLogicalName (Inherited from Entity.)
Public propertyMasterId
Unique identifier of the master lead for merge.
Public propertyMerged
Tells whether the lead has been merged with another lead.
Public propertyMiddleName
Type the middle name or initial of the primary contact for the lead to make sure the prospect is addressed correctly.
Public propertyMobilePhone
Type the mobile phone number for the primary contact for the lead.
Public propertyModifiedBy
Shows who last updated the record.
Public propertyModifiedOn
Shows the date and time when the record was last updated. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.
Public propertyModifiedOnBehalfBy
Shows who last updated the record on behalf of another user.
Public propertyNeed
Choose how high the level of need is for the lead's company.
Public propertyNumberOfEmployees
Type the number of employees that work at the company associated with the lead, for use in marketing segmentation and demographic analysis.
Public propertyopportunity_originating_lead
1:N opportunity_originating_lead
Public propertyOriginatingCase_Lead
N:1 OriginatingCase_Lead
Public propertyOriginatingCaseId
This attribute is used for Sample Service Business Processes.
Public propertyOverriddenCreatedOn
Date and time that the record was migrated.
Public propertyOwnerId
Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user.
Public propertyOwningBusinessUnit
Unique identifier of the business unit that owns the lead.
Public propertyOwningTeam
Unique identifier of the team who owns the lead.
Public propertyOwningUser
Unique identifier of the user who owns the lead.
Public propertyPager
Type the pager number for the primary contact for the lead.
Public propertyParentAccountId
Choose an account to connect this lead to, so that the relationship is visible in reports and analytics.
Public propertyParentContactId
Choose a contact to connect this lead to, so that the relationship is visible in reports and analytics.
Public propertyParticipatesInWorkflow
Shows whether the lead participates in workflow rules.
Public propertyPreferredContactMethodCode
Select the preferred method of contact.
Public propertyPriorityCode
Select the priority so that preferred customers or critical issues are handled quickly.
Public propertyProcessId
Shows the ID of the process.
Public propertyprocessstage_lead
N:1 processstage_lead
Public propertyPurchaseProcess
Choose whether an individual or a committee will be involved in the purchase process for the lead.
Public propertyPurchaseTimeFrame
Choose how long the lead will likely take to make the purchase, so the sales team will be aware.
Public propertyQualificationComments
Type comments about the qualification or scoring of the lead.
Public propertyQualifyingOpportunityId
Choose the opportunity that the lead was qualified on and then converted to.
Public propertyReferencedlead_master_lead
1:N lead_master_lead
Public propertyReferencinglead_master_lead
N:1 lead_master_lead
Public propertyRelatedEntities (Inherited from Entity.)
Public propertyRelatedObjectId
Related Campaign Response.
Public propertyRevenue
Type the annual revenue of the company associated with the lead to provide an understanding of the prospect's business.
Public propertyRevenue_Base
Shows the Annual Revenue field converted to the system's default base currency. The calculation uses the exchange rate specified in the Currencies area.
Public propertySalesStage
Select the sales stage of this lead to aid the sales team in their efforts to convert this lead to an opportunity.
Public propertySalesStageCode
Select the sales process stage for the lead to help determine the probability of the lead converting to an opportunity.
Public propertySalutation
Type the salutation of the primary contact for this lead to make sure the prospect is addressed correctly in sales calls, email messages, and marketing campaigns.
Public propertyScheduleFollowUp_Prospect
Enter the date and time of the prospecting follow-up meeting with the lead.
Public propertyScheduleFollowUp_Qualify
Enter the date and time of the qualifying follow-up meeting with the lead.
Public propertySIC
Type the Standard Industrial Classification (SIC) code that indicates the lead's primary industry of business for use in marketing segmentation and demographic analysis.
Public propertySourceLead_BulkOperationLogs
1:N SourceLead_BulkOperationLogs
Public propertyStageId
Shows the ID of the stage.
Public propertyStateCode
Shows whether the lead is open, qualified, or disqualified. Qualified and disqualified leads are read-only and can't be edited unless they are reactivated.
Public propertyStatusCode
Select the lead's status.
Public propertySubject
Type a subject or descriptive name, such as the expected order, company name, or marketing source list, to identify the lead.
Public propertyTelephone1
Type the work phone number for the primary contact for the lead.
Public propertyTelephone2
Type the home phone number for the primary contact for the lead.
Public propertyTelephone3
Type an alternate phone number for the primary contact for the lead.
Public propertyTimeZoneRuleVersionNumber
For internal use only.
Public propertytransactioncurrency_lead
N:1 transactioncurrency_lead
Public propertyTransactionCurrencyId
Choose the local currency for the record to make sure budgets are reported in the correct currency.
Public propertyuserentityinstancedata_lead
1:N userentityinstancedata_lead
Public propertyUTCConversionTimeZoneCode
Time zone code that was in use when the record was created.
Public propertyVersionNumber
Version number of the lead.
Public propertyWebSiteUrl
Type the website URL for the company associated with this lead.
Public propertyYomiCompanyName
Type the phonetic spelling of the lead's company name, if the name is specified in Japanese, to make sure the name is pronounced correctly in phone calls with the prospect.
Public propertyYomiFirstName
Type the phonetic spelling of the lead's first name, if the name is specified in Japanese, to make sure the name is pronounced correctly in phone calls with the prospect.
Public propertyYomiFullName
Combines and shows the lead's Yomi first and last names so the full phonetic name can be displayed in views and reports.
Public propertyYomiLastName
Type the phonetic spelling of the lead's last name, if the name is specified in Japanese, to make sure the name is pronounced correctly in phone calls with the prospect.
Public propertyYomiMiddleName
Type the phonetic spelling of the lead's middle name, if the name is specified in Japanese, to make sure the name is pronounced correctly in phone calls with the prospect.
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Methods
  NameDescription
Public methodContains (Inherited from Entity.)
Public methodEquals
Determines whether the specified object is equal to the current object.
(Inherited from Object.)
Protected methodFinalize
Allows an object to try to free resources and perform other cleanup operations before it is reclaimed by garbage collection.
(Inherited from Object.)
Public methodGetAttributeValue``1 (Inherited from Entity.)
Protected methodGetFormattedAttributeValue (Inherited from Entity.)
Public methodGetHashCode
Serves as the default hash function.
(Inherited from Object.)
Protected methodGetRelatedEntities``1 (Inherited from Entity.)
Protected methodGetRelatedEntity``1 (Inherited from Entity.)
Public methodGetType
Gets the Type of the current instance.
(Inherited from Object.)
Protected methodMemberwiseClone
Creates a shallow copy of the current Object.
(Inherited from Object.)
Protected methodSetAttributeValue (Inherited from Entity.)
Protected methodSetRelatedEntities``1 (Inherited from Entity.)
Protected methodSetRelatedEntity``1 (Inherited from Entity.)
Public methodToEntity``1 (Inherited from Entity.)
Public methodToEntityReference (Inherited from Entity.)
Public methodToString
Returns a string that represents the current object.
(Inherited from Object.)
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Events
Fields
See Also