{% extends 'base.html' %} {% load i18n static humanize %} {% block title %}{{ _("Opportunity Detail") }}{% endblock title %} {% block content %}

{{ _("Opportunity details")}}

{% if opportunity.car %}

{{ opportunity.car.id_car_make.get_local_name }} - {{ opportunity.car.id_car_model.get_local_name }} - {{ opportunity.car.year }}

{% endif %}
{% if opportunity.car.finances %}
{{ opportunity.car.finances.total }}
{% endif %}
{% if opportunity.car.id_car_make.logo %} {% endif %}
{% if opportunity.customer %}
{{ opportunity.customer|capfirst}}
Individual
{% else %}
{{ opportunity.organization|capfirst}}
Organization
{% endif %}
STAGE : {{ opportunity.get_stage_display }}{{ opportunity.get_status_display }}

{{ opportunity.get_status_display }}

{{ opportunity.created|naturaltime|capfirst}}

{{ _("Upcoming Events")}}

    {% for event in opportunity.get_schedules %}
  • {{ event.scheduled_type|capfirst }} {{ event.purpose }}
    {{ event.scheduled_at|naturaltime|capfirst }}
  • {% empty %}
  • {{ _("No upcoming events") }}
  • {% endfor %}

{{ _("Related Records")}}

{{ _("Estimate") }}
{% if opportunity.estimate %} {{ _("View Quotation")}} {% else %}

{{ _("No Estimate") }}

{% endif %}
{{ _("Invoice") }}
{% if opportunity.estimate.invoice %} {{ _("View Invoice")}} {% else %}

{{ _("No Invoice") }}

{% endif %}

{{ _("System Information")}}

{{ _("Created ") }}
{{ opportunity.created|naturalday|capfirst }}
{{ _("Last Updated") }}
{{ opportunity.updated }}

{{ _("Quotation Amount") }}

{% if opportunity.estimate %} {{ opportunity.estimate.get_invoiced_amount.invoice_amount_paid__sum }} {% endif %}

{{ _("Amount") }}

{{opportunity.amount}}

{{ _("Expected Revenue") }}

{{opportunity.expected_revenue}}

Probability (%)

:

{{ opportunity.probability }} (%)

{{ _("Estimated Revenue") }}

:

{{ opportunity.expected_revenue }}

{{ _("Phone Number") }}

: {{ opportunity.customer.phone_number }}

{{ _("Email") }}

: {{ opportunity.customer.email}}

{{ _("Contact Name")}}

: {% if opportunity.customer %}
{{ opportunity.customer.full_name}}
{% else %}
{{ opportunity.organization}}
{% endif %}

{{ _("Assigned To") }}

: {% if request.user.email == opportunity.staff.email %}
You
{% else %}
{{ opportunity.staff.get_local_name}}
{% endif %}

{{ _("Create Date")}}

:
{{ opportunity.created|naturaltime|capfirst}}

{{ _("Expected Closing Date")}}

:
{{ opportunity.expected_close_date|date}}

Activity

{% for activity in opportunity.get_activities %}
{% if activity.activity_type == "call" %} {% elif activity.activity_type == "email" %} {% elif activity.activity_type == "meeting" %} {% elif activity.activity_type == "whatsapp" %} {% endif %}

{{activity.notes}}

{% if request.user.email == activity.created_by %}

by You

{% else %}

by{{activity.created_by}}

{% endif %}
{{activity.created|naturalday|capfirst}}

{% endfor %}

Notes

{% csrf_token %}
{% for note in opportunity.get_notes %}

{{ note.note }}

{{note.created|naturaltime|capfirst}}

by{{note.created_by}}

{% endfor %}

Meeting

23 tasks

{% for metting in opportunity.lead.get_meetings %}

{{metting.purpose}}

{{metting.scheduled_at}} - {{meeting.duration}}
{% endfor %}

Call

{{opportunity.get_all_notes}}
{% for call in opportunity.lead.get_calls %} {% endfor %}
Purpose Scheduled By Created at
{{call.purpose}} {{call.scheduled_by}} {{call.created_at|naturaltime|capfirst}}

Emails

{% for email in opportunity.lead.get_emails %} {% endfor %}
Subject Sent by Date Action Status
{{email.subject}}
{{email.to_email}}
{{email.from_email}} {{email.created}} Call sent

{{ _("Tasks") }}

{% for task in opportunity.get_tasks %} {% include "partials/task.html" %} {% endfor %}
Title Assigned to Due Date Completed

Attachments

Silly_sight_1.png

768kB| Shantinan Mekalan | 21st Dec, 12:56 PM

All_images.zip

12.8 mB|Yves Tanguy | 19th Dec, 08:56 PM

Project.txt

123 kB| Shantinan Mekalan | 12th Dec, 12:56 PM

{% include "components/activity_modal.html" with content_type="opportunity" slug=opportunity.slug %} {% include "components/task_modal.html" with content_type="opportunity" slug=opportunity.slug %} {% endblock %}