CRM · Reference

Field reference

Every field on every CRM form: label in English and Arabic, type, whether it is required, its limits, a valid example and what the system refuses.

On this page (45)

Lead / opportunity > General Lead / opportunity > Qualification & forecast Lead / opportunity > Channel partner Qualify dialog Mark won dialog Mark lost / Disqualify dialog Reopen dialog Add note dialog Link / create customer dialog Create quotation dialog Ownership tab > Reassign Ownership tab > Task sequence Timeline & consent > Merge Timeline & consent > Consent Products tab Competitors tab Competitors tab > Buying roles Criteria & score tab Activity editor Stage configuration Team configuration Lead source / Tag configuration Import leads Duplicate review Forecast Forecast > Manager adjustment Connectors Communications Any CRM master dialog Pipelines Loss reasons Lead mediums Campaigns Qualification criteria Lead scoring Territories Assignment rules Coverage delegations Activity types Task sequences Competitors Quotas Account plans Territory access CRM feature switches

Lead / opportunity > General

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Subject	الموضوع	Text	Yes	Max 180 characters, not blank		Villa fit-out - Palm Jumeirah	Blank or 181+ characters: 'Enter valid text (maximum 180 characters).'
Market	السوق	Select (B2B / B2C)	Yes	Stored as business or consumer; server only checks 12 characters, not the list	B2B (business)	B2C	Value 'banana' by API is accepted
Company / organization	الشركة / المؤسسة	Text	No	Max 160 characters		Al Noor Trading LLC	161 characters: 'Enter valid text (maximum 160 characters).'
Contact name	اسم جهة الاتصال	Text	No	Max 160 characters		Khalid Al Mansoori	161 characters: 'Enter valid text (maximum 160 characters).'
Customer	العميل	Search / select (customer)	Conditional	Opportunities only (a lead has none). Active customer or 'both' partner; cannot be changed once a quotation exists; open record only	None	A customer from Contacts	Supplier-only or archived: 'Select an active customer.'; after a quotation: 'A quoted opportunity cannot be moved to another customer.'
Email	البريد الإلكتروني	Email	No	Max 254 characters, stored lower case; browser checks the format, the server does not		khalid@alnoor.example	255 characters: 'Enter valid text (maximum 254 characters).'
Phone	الهاتف	Text	No	Max 40 characters; matched for duplicates after stripping non-digits and leading zeros		+971 50 123 4567	41 characters: 'Enter valid text (maximum 40 characters).'
Job title	المسمى الوظيفي	Text	No	Max 100 characters		Procurement Manager	101 characters: 'Enter valid text (maximum 100 characters).'
Priority	الأولوية	Select (Low / Normal / High / Urgent)	Yes	Server only checks length 12, not the list	Normal	High	More than 12 characters: 'Enter valid text (maximum 12 characters).'
Sales team	فريق المبيعات	Select (team)	No	Active team of this company. Blank = 'Unassigned - administrators only'. A non-admin sees only deals of their teams	The creator's own team (admin: blank)	North team	Inactive team: 'Choose an active team.'; other company's team: 'Record not found.'
Owner	المسؤول	Select (company member)	Yes	Active member; if a team is set the owner must be a representative or manager of that team (admins exempt)	Current user	A team representative	Reader-only member: 'The owner must be a representative or manager in this team.'; inactive person: 'Choose an active company member.'
Stage	المرحلة	Select (stage)	Yes	Active stage of the deal's pipeline; a lead cannot enter a stage that requires qualification; stage entry criteria and allowed moves apply; probability resets to the stage's default on a move	First active stage that does not need qualification	New	Qualify-only stage on a lead: 'Qualify the lead before entering this stage.'; missing criteria: 'Proposal needs: Budget, Customer need.'
Lead source	مصدر العميل المحتمل	Search or type	No	Max 100 characters; a typed new source is added to the master on save (archived ones are not revived)	None	Trade show	101 characters: 'Enter valid text (maximum 100 characters).'
Campaign	الحملة	Text	No	Max 100 characters free text (not tied to the Campaigns master; campaign_id is set only by response hand-off)		GITEX 2026	101 characters: 'Enter valid text (maximum 100 characters).'
Country	الدولة	Search / select	No	Must be in the country master; sets the territory automatically when no territory is named	United Arab Emirates	Oman	'Narnia': 'Choose a country from the country master.'
City	المدينة	Select (GCC) or text	No	For GCC countries must belong to the country; elsewhere free text up to 100		Dubai	City of another country: 'Choose the city from the master for the selected country.'
Tags	الوسوم	Multi-pick or type	No	Up to 20 tags, each up to 40 characters, duplicates removed; new ones are added to the Tags master	None	VIP, Fit-out	21 tags: 'Use up to 20 tags.'
Do not contact	عدم التواصل	Switch	No	When on, call / e-mail / meeting activities cannot be scheduled (only internal tasks)	Off	On	Scheduling a call: 'This contact is marked Do not contact. Only internal tasks are allowed.'
Background / notes	الخلفية / الملاحظات	Rich text	No	Max 32,000 characters of stored HTML		Met at GITEX stand B12	More than 32,000: 'Enter valid text (maximum 32000 characters).'

Lead / opportunity > Qualification & forecast

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Expected value · AED	القيمة المتوقعة · درهم	Amount	No	Decimal, 0 or more, at most 2 decimals; becomes the sum of product lines when products exist	0.00	85000.00	-5: 'Negative values are not allowed.'; 10.123: 'Use at most 2 decimal places.'
Probability %	الاحتمال %	Whole number	No	0 to 100; follows the stage default when the stage changes; set to 100 on won, 0 on lost	Stage default	60	101: 'Probability must be 0–100.'
Expected close	الإغلاق المتوقع	Date	Conditional	Required for an opportunity and for qualification; YYYY-MM-DD		2026-12-15	Blank on an opportunity: 'An opportunity needs an expected close date.'; '15/12/2026': 'Use a valid YYYY-MM-DD date.'
Forecast category	فئة التوقع	Select (Pipeline / Best case / Commit / Omitted)	Yes	Omitted deals are left out of weighted forecast; server only checks length 12	Pipeline	Commit	More than 12 characters: 'Enter valid text (maximum 12 characters).'
Customer budget · AED	ميزانية العميل · درهم	Amount	No	Decimal, 0 or more, 2 decimals; counts 25% of the checklist score and 20 points in the default scoring	0.00	100000	-1: 'Negative values are not allowed.'
Decision maker / authority	صاحب القرار	Text	No	Max 160 characters		Managing Director	161 characters: 'Enter valid text (maximum 160 characters).'
Competitor	المنافس	Text	No	Max 160 characters (free text; the Competitors tab holds the structured list)		Rival Interiors	161 characters: 'Enter valid text (maximum 160 characters).'
Next step	الخطوة التالية	Text	No	Max 500 characters		Send revised BOQ on Sunday	501 characters: 'Enter valid text (maximum 500 characters).'
Customer need / requirements	احتياج العميل / المتطلبات	Rich text	Conditional	Required to qualify; max 16,000 characters of stored HTML		Full villa fit-out, 6 bedrooms	Blank on Qualify: 'Record the customer need before qualification.'

Lead / opportunity > Channel partner

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Partner	الشريك	Select (contact)	No	Any partner of this company; clearing it clears role and share	None	A reseller	Another company's partner: 'Record not found.'
Role	الدور	Select (Referral / Reseller / Co-sell)	No	Defaults to referral when a partner is chosen	Referral	Reseller	'agent': 'Choose referral, reseller or co-sell.'
Share %	الحصة %	Number	No	0 to 100, at most 2 decimals; used for the partner's share of won value	0	15	120: 'A share is a percentage from 0 to 100.'

Qualify dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Expected close	الإغلاق المتوقع	Date	Yes	Needed together with the customer need; all required qualification criteria must also be answered		2026-12-15	Blank: 'Record the expected close date before qualification.'
Customer need / requirements	احتياج العميل / المتطلبات	Text	Yes	Not blank		Villa fit-out	Blank: 'Record the customer need before qualification.'; both blank: 'Record the customer need and the expected close date before qualification.'

Mark won dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Reason	السبب	Text	Yes	Max 500; the deal needs an active customer first		Signed contract received	No customer: 'Link an active customer before marking the opportunity won.'

Mark lost / Disqualify dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Why it was lost / Why it is disqualified	سبب الخسارة / سبب الاستبعاد	Select (loss reason)	Conditional	Shown when active reasons of that category (or 'both') exist; required then		Price	Nothing chosen: 'Choose why it was lost.' / 'Choose why it was disqualified.'
Reason	السبب	Text	Yes	Max 500; mandatory note if the chosen reason 'Needs a note'		Customer chose a cheaper bid	Blank with a note-required reason: 'This reason needs a note.'

Reopen dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Reason	السبب	Text	Yes	Max 500; only a team manager (or admin) may reopen		Customer came back	As a plain representative: 'Only a team manager can reopen a closed record.'

Add note dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Note	الملاحظة	Text	Yes	Max 8,000 characters		Called, will decide next week	Blank: 'Enter valid text (maximum 8000 characters).'

Link / create customer dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Customer	العميل	Search / select	Conditional	Link an existing active customer		An existing customer	Archived customer: 'Select an active customer.'
Customer name	اسم العميل	Text	Conditional	Create-new mode (administrators only); max 160; refused when a matching contact already exists	Organization (business) or contact name (consumer)	Al Noor Trading LLC	Existing match: 'Matching contacts already exist. Select the existing customer; review supplier or archived matches in Contacts.'
Email / Phone	البريد الإلكتروني / الهاتف	Text	No	Copied to the new customer; defaults from the record	From the record	sales@alnoor.example	Record already has a customer: 'This record already has a customer. Select that customer instead of creating another.'

Create quotation dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Quotation date	تاريخ عرض السعر	Date	Yes	Defaults to company today (Dubai); open opportunity with an active customer	Today	2026-10-05	On a lead: 'Create quotations from an open opportunity linked to an active customer.'
Valid until	صالح حتى	Date	No	On or after the quotation date (checked by the Sales document)		2026-10-31	Wrong format: 'Use a valid YYYY-MM-DD date.'

Ownership tab > Reassign

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
New owner	المالك الجديد	Select (company member)	Yes	Rep / manager of the destination team; must differ from the current owner or team	Current owner	Another rep	Same owner and team: 'The record already belongs there.'
Team	الفريق	Select (team)	No	Active team; moving to another team needs manager rights on both teams	Current team	South team	Not a manager: 'Only a manager of the team (or an administrator) can reassign this record.'
Reason	السبب	Text	Yes	Max 300; every reassignment is a history row		Rep on leave	Blank: 'Enter valid text (maximum 300 characters).'

Ownership tab > Task sequence

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Task sequence	تسلسل المهام	Select (sequence)	Yes	Active sequence; steps are scheduled from company today + each step's offset		Onboarding calls	Archived sequence: 'Choose an active task sequence.'

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Record to merge into this one (reference)	السجل المراد دمجه هنا (المرجع)	Text (reference)	Yes	Another open, unarchived record you may change; both revisions checked; if both name different customers one must be chosen		CRM-000012	Same record: 'Choose another record to merge into this one.'; stale: '... changed since you opened it. Reload both and merge again.'
Keep this record's / Keep the other (per differing field)	الإبقاء على هذا	Choice per field	Conditional	survivor or source for each differing field among title, organization, contact, email, phone, job title, country, city, source, medium, campaign, value, close date, budget, authority, need, competitor, next step, description, customer, owner, team	survivor	source for phone	Different customers and no choice: 'The two records name different customers; choose which one the merged record keeps.'

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Channel / Purpose / Status	القناة / الغرض / الحالة	Select + text	Yes	Written to Marketing's consent register with this deal as source		email / newsletter / opted_in	No Marketing register: 'No consent register is installed (Marketing).'
Evidence	الدليل	Text	Conditional	Required when status is opted in (form, signed paper, recorded call)		Signed form 2026-10-01	Blank on opted in: 'Say where the consent came from - a form, a signed paper, a recorded call.'

Products tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Product	المنتج	Select (product)	Conditional	Product or description needed		A catalogue product	Neither: 'Choose a product or describe what they want.'
Description	الوصف	Text	Conditional	Max 300		Custom wardrobes	301 characters: 'Keep it to 300 characters.'
Quantity	الكمية	Number	Yes	Above zero, 2 decimals shown	1	4	0: 'Enter a quantity above zero.'; -2: 'Enter an amount of zero or more.'
Indicative price	السعر التقديري	Amount	No	0 or more; indicative only - a quotation is priced by the Sales price list	0	1250.00	-1: 'Enter an amount of zero or more.'
Unit cost	تكلفة الوحدة	Amount	No	0 or more; drives expected cost and margin	0	800.00	abc: 'Enter an amount.'

Competitors tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Competitor	المنافس	Select (competitor master)	Yes	Once per deal		Rival Interiors	Added twice: 'This competitor is already on the deal.'
Their price	سعرهم	Select (Unknown / Cheaper / Similar / Dearer)	No	unknown, lower, similar, higher	Unknown	Cheaper than us	Other: 'Choose one of unknown, lower, similar, higher.'
Strengths / Weaknesses	نقاط القوة / نقاط الضعف	Text	No	Max 500 each		Local presence	501 characters: 'Keep it to 500 characters.'
Outcome	النتيجة	Select (Still competing / We won / We lost to them)	No	active, won_against, lost_to	Still competing	We won	Other: 'Choose one of active, won_against, lost_to.'

Competitors tab > Buying roles

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name	الاسم	Text	Yes	Max 160		Fatima Al Hashimi	Blank: 'This is required.'
Buying role	دور الشراء	Select	No	decision_maker, economic_buyer, technical_buyer, influencer, champion, user, blocker	Influencer	Economic buyer	Other: 'Choose one of decision_maker, economic_buyer, ...'
Influence / Attitude	التأثير / الموقف	Select	No	Influence low / medium / high; attitude supporter / neutral / opponent	Medium / Neutral	High / Supporter	'huge': 'Choose one of low, medium, high.'
Job title / E-mail / Phone	المسمى الوظيفي / البريد / الهاتف	Text	No	Max 100 / 254 / 40		CFO	101-character title: 'Keep it to 100 characters.'

Criteria & score tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Criterion answer	إجابة المعيار	Depends on data type (text / number / yes-no / date / choice)	Conditional	Only criteria not read from a deal field are answered here; text max 500		Yes	Number criterion 'abc': '<Name>: enter a number.'; choice not in list: '<Name>: choose one of ...'

Activity editor

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Action	الإجراء	Select (Edit-reschedule / Mark done / Cancel activity)	Yes	A completed or cancelled activity cannot be changed	Edit / reschedule	Mark done	Editing a done task: 'A completed or cancelled task cannot be changed. Schedule a follow-up.'
Subject	الموضوع	Text	Yes	Max 180		Call about revised quote	Blank: 'Enter valid text (maximum 180 characters).'
Activity type	نوع النشاط	Select (activity type)	No	Active type from the master; gives the channel, default length, reminder and escalation	—	Site visit	Archived type: 'Choose an active activity type.'
Channel	القناة	Select (Task / Call / Meeting / Email)	Yes	task, call, meeting, email	Task (or the type's channel)	Call	Other: 'Choose one of: call, email, meeting, task.'
Assigned to	مسند إلى	Select (company member)	Yes	A rep or manager of the deal's team	Current user	A team rep	Reader: 'The owner must be a representative or manager in this team.'
Due date	تاريخ الاستحقاق	Date	Yes	YYYY-MM-DD; replaced by the local date of Due date + time when a time is given		2026-10-06	'06/10/2026': 'Use a valid YYYY-MM-DD date.'
Due time (optional)	وقت الاستحقاق (اختياري)	Time	No	With a date makes the due instant in the zone below		14:30	Bad value: 'Use a date and time such as 2026-10-05T14:30.'
Time zone	المنطقة الزمنية	Text	No	IANA name; defaults to the company zone (Asia/Dubai)	Asia/Dubai	Asia/Dubai	'Dubai/Mars': 'Choose a time zone, such as Asia/Dubai.'
Remind me (minutes before)	التذكير (دقائق قبل)	Whole number	No	0 to 10,080 (7 days); 0 = no reminder; defaults from the type	Type default	30	20000: 'Enter a whole number from 0 to 10080.'
Escalate after (hours) - API / type	التصعيد بعد (ساعات)	Whole number	No	0 to 720; 0 = never; set on the activity type or in the request	Type default	24	800: 'Enter a whole number from 0 to 720.'
Notes	ملاحظات	Text	No	Max 4,000		Bring samples	4,001 characters: 'Enter valid text (maximum 4000 characters).'
Outcome	النتيجة	Select (type's outcome codes) / text	Conditional	Required on Mark done when the type says outcome required; must be one of the type's codes; free text max 2,000 when no code		INTERESTED	Missing: 'Choose the outcome of this activity.'; wrong code: 'Choose one of: ...'
Follow-up (optional) / Follow-up due	متابعة (اختياري) / استحقاق المتابعة	Text + date-time	No	Only when marking done; subject needed; a due date is needed; creates the next activity linked to this one		Send contract / 2026-10-10T10:00	On cancel or no subject: 'A follow-up needs a subject, and follows a completed activity.'; no date: 'Say when the follow-up is due.'

Stage configuration

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name	الاسم	Text	Yes	Max 80		Site survey	Blank: 'Enter valid text (maximum 80 characters).'
Arabic name	الاسم العربي	Text	No	Max 80		معاينة الموقع	81 characters: 'Enter valid text (maximum 80 characters).'
Sequence	الترتيب	Whole number	Yes	0 to 10,000	0	50	20000: 'Enter an integer from 0 to 10000.'
Probability %	الاحتمال %	Whole number	Yes	0 to 100 (starting probability of a deal entering the stage)	0	40	150: 'Enter an integer from 0 to 100.'
Qualification required	التأهيل مطلوب	Switch	No	A lead cannot enter such a stage; the first such stage is where Qualify sends the deal	Off	On for Proposal	Non-boolean by API: 'Use true or false.'
Pipeline	المسار	Select (pipeline)	Yes	Cannot be changed while deals are in the stage	Default pipeline	MAIN	With deals present: 'Deals are in this stage; it cannot move to another pipeline.'
Expected days in stage	الأيام المتوقعة في المرحلة	Whole number	No	0 to 3,650; 0 = no limit; used for aging	0	14	5000: 'Enter whole days from 0 to 3650.'
Entry criteria	شروط الدخول	Tick list (11 deal fields)	No	Customer need, Budget, Decision maker, Expected close, Expected value, Customer, Competitor, Next step, Contact, Email, Phone; changing them raises the pipeline's criteria version	None	Budget, Customer need	Unknown key by API: 'Choose entry criteria from the listed deal fields.'
May move to	يمكن الانتقال إلى	Tick list (stages)	No	None ticked = any stage of the pipeline; must be stages of the same pipeline	None	Proposal, Negotiation	Other pipeline's stage: 'Allowed next stages must be stages of the same pipeline.'
Active	نشط	Switch	No	A stage with open deals cannot be archived	On	Off (empty stage)	'Move open records to another stage before archiving this stage.'

Team configuration

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name / Active	الاسم / نشط	Text + switch	Yes	Max 80		North Dubai	Blank: 'Enter valid text (maximum 80 characters).'
Member roles	أدوار الأعضاء	Select per person (none / Representative / Team manager / Read only)	No	Up to 200 members, each once; changing members bumps their permission version so access changes at once	No team access	Manager for the lead	Duplicate person by API: 'A team member can only appear once.'; bad role: 'Invalid team member.'

Lead source / Tag configuration

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name	الاسم	Text	Yes	Max 80; case-insensitive duplicates are not added when typed on a lead (no uniqueness check on the master screen)		Referral	Blank: 'Enter valid text (maximum 80 characters).'

Import leads

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
File	الملف	File (.csv / .xlsx)	Yes	Max 10 MB, max 5,000 rows, first row = headers (title, organization, contact, email, phone, source, medium, campaign, external_id, country, city, value, notes ...)		leads_expo.csv	Empty: 'The file is empty.'; unknown headers: 'No known columns. Use headers such as title, organization, contact, email, phone, source, external_id.'; 5,001 rows: 'Import at most 5000 rows at a time.'
Default source for rows without one	المصدر الافتراضي للصفوف بدون مصدر	Text	No	Max 100; applied to rows with an empty source column		Expo 2026	A row with no name and no contact way: row rejected 'Needs a name and a way to reach them.'

Duplicate review

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Why are these not the same? (note)	لماذا ليسا متطابقين؟	Text (prompt)	No	Max 300 stored		Different branches	Resolving twice: 'This candidate was already dismissed.'

Forecast

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Period	الفترة	Text	Yes	2026-10 (month), 2026-Q4 (quarter) or 2026 (year)	Current month	2026-Q4	'Q4 2026': 'Use a period such as 2026-10, 2026-Q4 or 2026.'
My commit (blank = commit category)	التزامي (فارغ = فئة الالتزام)	Amount	No	0 or more; blank = total of deals categorised Commit	Commit category total	50000	-1: 'Forecast amounts are zero or more.'
Notes	ملاحظات	Text	No	Max 1,000		Two deals slipping	1,001 characters: 'Enter valid text (maximum 1000 characters).'

Forecast > Manager adjustment

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Adjustment (+/-)	التعديل (+/-)	Signed amount	Yes	Not zero; a manager other than the submitter		-5000	0: 'An adjustment changes the figure; enter a positive or negative amount.'; own forecast: 'A manager other than the person who submitted it adjusts a forecast.'
Reason	السبب	Text	Yes	Max 300		Deal at risk	Blank: 'Enter valid text (maximum 300 characters).'

Connectors

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	الرمز	Text	Yes	Up to 32 letters, digits, - or _, stored upper case, unique per company		MAIL	'M AIL!': 'Give it a short code: letters, digits, - or _.'; repeat: 'Another connector already has that code.'
Name	الاسم	Text	Yes	Max 120		Sales mailbox	Blank: 'Enter valid text (maximum 120 characters).'
Source	المصدر	Select (E-mail / Calendar / Telephony)	Yes	email, calendar, telephony; a calendar connector sends meeting events, telephony call events, e-mail e-mail events	E-mail	Telephony	Other: 'Choose e-mail, calendar or telephony.'

Communications

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Reference of the record to log it on	مرجع السجل	Text (prompt)	Yes	Number or id of a deal you may change; the communication must not be on a record already		CRM-000012	Unknown: 'Record not found.'; already linked: 'This communication is already on a record.'

Any CRM master dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	الرمز	Text	Yes	Up to 32 letters, digits, - or _, stored upper case, unique per company, read-only once saved (not on Coverage delegations and Territory access, which have no code)		MAIN	'bad code!': 'Give it a short code: letters, digits, - or _.'; repeat: 'Another record already has that code.'
Active (archive)	نشط	Switch (edit only)	No	A master in use is archived, never deleted; every save checks the record version	On	Off	Stale edit: 'This record changed. Reload it before saving.'

Pipelines

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name / Arabic name	الاسم / الاسم بالعربية	Text	Yes / No	Max 80 each		Sales pipeline / مسار المبيعات	81 characters: 'Keep it to 80 characters.'
Description	الوصف	Text	No	Max 500		Standard B2B sales	501 characters: 'Keep it to 500 characters.'
Default	افتراضي	Switch	No	Saving one as default clears the flag on every other pipeline	Off	On	Non-boolean by API: 'Use true or false.'

Loss reasons

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Category	الفئة	Select (lost / disqualified / both)	Yes	Decides in which close dialog the reason is offered	lost	both	Other: 'Choose one of lost, disqualified, both.'
Needs a note	يتطلب ملاحظة	Switch	No	Closing with this reason needs a written note	Off	On	Closing without note: 'This reason needs a note.'

Lead mediums

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Channel	القناة	Select	Yes	organic, paid, email, social, event, referral, partner, other	other	paid	Other: 'Choose one of organic, paid, email, social, event, referral, partner, other.'

Campaigns

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Channel	القناة	Select	Yes	email, social, paid, event, print, partner, other	other	event	Other: 'Choose one of email, social, paid, event, print, partner, other.'
Start / End	البداية / النهاية	Date	No	End on or after start		2026-10-01 / 2026-10-31	End before start: 'A campaign cannot end before it starts.'
Budget	الميزانية	Amount	No	0 or more	0	25000	-5: 'Enter an amount of zero or more.'
Owner	المسؤول	Select (company member)	No	Member of this company		Marketing lead	Outsider: 'Choose a company member.'
Purpose / Attribution	الغرض / الإسناد	Text / Select (first touch, last touch)	No	Purpose max 200	first_touch	last_touch	201-character purpose: 'Keep it to 200 characters.'

Qualification criteria

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Data type	نوع البيانات	Select	Yes	text, number, yes_no, date, choice	text	yes_no	Other: 'Choose one of text, number, yes_no, date, choice.'
Read from deal field	يُقرأ من حقل الفرصة	Select	No	Blank (own answer), budget, authority, need, expected_close, expected_value, partner, competitor, next_step; editing it creates a new version	Blank	budget	Other: 'Choose one of , budget, authority, ...'
Choices / Required to qualify / Pipeline	الخيارات / مطلوب للتأهيل / المسار	List / switch / select	No	Choices are comma separated (choice type only); required ones block Qualify until answered; blank pipeline = every pipeline	Required: on	Yes, No, Maybe	Qualify with one open: 'Answer the qualification criteria first: <names>.'

Lead scoring

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Rules (JSON list)	القواعد	JSON	No	Up to 100 rules, each {field, op, value, points, label}; op one of present, absent, eq, ne, gt, gte, lt, lte, in, contains; points a whole number -1000 to 1000	Seven built-in rules (total 100)	[{"field":"budget","op":"gt","value":0,"points":20,"label":"Budget stated"}]	Bad op: 'Rule 1 needs a field and one of: present, absent, ...'; points 2000: 'Rule 1: points must be a whole number from -1000 to 1000.'; 101 rules: 'Send up to 100 rules.'

Territories

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Parent	الأصل	Select (territory)	No	Not itself or its own descendant		UAE	Loop: 'A territory cannot sit inside itself.'
Countries / Cities	الدول / المدن	List (comma separated)	No	A deal matches when its country is listed and, if cities are listed, its city too; a city-specific or child territory wins		United Arab Emirates / Dubai, Sharjah	More than 200 items: 'Send a list.'
Valid from / Valid to	ساري من / ساري حتى	Date	No	To on or after from; outside the dates the territory is ignored		2026-01-01 / 2026-12-31	'A territory cannot end before it starts.'

Assignment rules

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Team	الفريق	Select (team)	Yes	Active team with at least one rep (or manager) that has room		North team	Blank: 'This is required.'
Method	الطريقة	Select (round robin / least loaded)	Yes	Round robin cycles through people in id order; least loaded takes the person with fewest open deals	round_robin	least_loaded	Other: 'Choose one of round_robin, least_loaded.'
Sources / Markets / Territory	المصادر / الأسواق / المنطقة	List / ticks / select	No	Blank = matches any; markets business or consumer	Any	Expo 2026 / business	Other market: 'Choose from business, consumer.'
Capacity	السعة	Whole number	No	0 to 10,000 open deals per person; 0 = no limit	0	25	20000: 'Enter a whole number from 0 to 10000.'
SLA (hours) / Priority	مهلة الاستجابة / الأولوية	Whole number	No	SLA 0 to 720; priority 0 to 1,000, lowest number tried first	0 / 10	4 / 5	SLA 800: 'Enter a whole number from 0 to 720.'

Coverage delegations

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Owner away / Covered by	المالك الغائب / المغطي	Select (company member)	Yes	Two different people, both rep or manager in the chosen team		Rep A / Rep B	Same person: 'Delegate to somebody else.'; reader: 'Both people must be representatives or managers in the team.'
Start / End	البداية / النهاية	Date	Yes	End on or after start; cover works from start to end inclusive (company day)		2026-10-05 / 2026-10-12	End before start: 'Cover cannot end before it starts.'

Activity types

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Default duration (min)	المدة الافتراضية (دقيقة)	Whole number	No	0 to 1,440	30	45	2000: 'Enter a whole number from 0 to 1440.'
Outcome required / Outcome codes	النتيجة إلزامية / رموز النتائج	Switch / list	No	If required, Mark done needs a code from the list	Off	On / INTERESTED, NOT_NOW, WON	Done with no code: 'Choose the outcome of this activity.'
Reminder (min before) / Escalate after (hours)	التذكير / التصعيد بعد	Whole number	No	Reminder 0 to 10,080; escalate 0 to 720	0 / 0	30 / 24	'Enter a whole number from 0 to 720.'
Consent purpose	غرض الموافقة	Text	No	Max 60; blank, transactional or support need no consent; anything else asks Marketing's register before a call or e-mail can be scheduled		newsletter	No consent: '<contact> may not be contacted by email for newsletter: <why>.'

Task sequences

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Steps (JSON list)	الخطوات	JSON	Yes	1 to 30 steps {subject, offset_days 0-365, time HH:MM, activity_type, kind}	[]	[{"subject":"Intro call","offset_days":0,"time":"09:00"}]	Empty: 'A sequence has from 1 to 30 steps.'; no subject: 'Step 1 needs a subject.'; 'Step 1: time is HH:MM.'

Competitors

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Market / Product scope / Website	السوق / نطاق المنتجات / الموقع	Select / list / text	No	Market both, business, consumer; website max 200	both	business	201-character website: 'Keep it to 200 characters.'

Quotas

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Period	الفترة	Text	Yes	2026-10, 2026-Q4 or 2026 (stored upper case)		2026-Q4	'Q4': 'Use a period such as 2026-10, 2026-Q4 or 2026.'
Owner / Team / Territory	المسؤول / الفريق / المنطقة	Select	Conditional	At least one of the three		Rep A	None: 'Give the quota a person, a team or a territory.'
Currency / Amount	العملة / المبلغ	Text / amount	Yes	Currency max 3 (AED); amount above zero; changing an approved quota's amount sends it back to draft	AED	AED / 500000	0: 'A quota is an amount above zero.'

Account plans

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Customer	العميل	Select (partner)	Yes	A contact of this company		Al Noor Trading LLC	Blank: 'This is required.'
Period / Target revenue	الفترة / الإيراد المستهدف	Text / amount	Yes / No	Period like 2026-Q4; target 0 or more		2026 / 1000000	Bad period: 'Use a period such as 2026-10, 2026-Q4 or 2026.'
Goals (JSON list) / State	الأهداف / الحالة	JSON / select (draft, active, closed)	No	Up to 50 goals {goal, status open\|done\|dropped}; only active plans show in Reporting > Account plans	[] / draft	[{"goal":"Sign framework agreement","status":"open"}]	No goal text: 'Goal 1 needs a description.'; 'Goal 1: status is open, done or dropped.'

Territory access

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Person / Territory	الشخص / المنطقة	Select	Yes	Person limited to this territory and its children; saving resets that person's cached access		Reseller user / Dubai	Blank: 'This is required.'

CRM feature switches

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Feature on / off	تشغيل / إيقاف الميزة	Switch (5 switchable features)	No	Off: writes through its routes refused with capability_disabled, menu entries hidden, records stay readable	All on	Turn off Lead scoring	Not available through the Configuration screen of CRM itself (company.manage)

Updated 3 October 2026