Custom Fields Table

Max Gym (Panamá) — 19 Contact Fields + 6 Opportunity Fields

19
Contact Fields
6
Opportunity Fields
25
Total Fields

Contact Fields — Qualification Qualification

# Field Key Type Options / Values Maps To
1 objetivo_principal Single Select Ganar músculo / Bajar de peso / Mantenerme activo / Mejorar condición / No estoy seguro Paso 1 — Objective
2 situacion_actual Single Select Nunca he ido / Voy actualmente a otro gym / He ido antes pero dejé / Entreno en casa Paso 2 — Current Situation
3 cuando_empezar Single Select Esta semana / La próxima semana / En 2-3 semanas / No estoy seguro Paso 3 — Timing / Urgency
4 presupuesto Single Select Plan Max Rewards B/. 58.85 / Plan Mensual (Max PRO) B/. 69.55 / MAX 360 (B/. 529.65 pago único) / Day Pass $21.40 / No estoy seguro Paso 4 — Budget / Price
5 objecion_sucursal Text Free text — single location objection handling Paso 5 — Location Objection
6 ubicacion_referencia Text Free text — zone where lead lives/works Paso 5 — Reference Location
7 visita_agendada Date Date/time of scheduled tour visit Paso 6 — Tour Booking
8 tour_type Text "Tour" Paso 6 — Tour Type

Contact Fields — System System

# Field Key Type Purpose
9 bot_status Text "Qualifying" / "Meeting Booked" / "Disqualified" / "Deactivated"
10 disqualification_reason Text TIPO A–F + description
11 disqualification_date Date When DQ occurred
12 bot_conversation_summary Text Area Full summary of bot-lead exchange
13 bot_actions_summary Text Area Actions bot executed (for debugging)
14 loss_reason Text Human-entered loss reason
15 pixel_event_sent Yes/No Whether conversion pixel event was sent

Contact Fields — Revenue Revenue

# Field Key Type Options Purpose
16 membresia_plan Single Select Plan Mensual (Max PRO) / Max Rewards / MAX 360 (pago único) / Day Pass / Otro Selected membership plan

Contact Fields — Additional Additional

# Field Key Type Options / Values Purpose
17 edad Number — Edad del lead — verify ≥ 13
18 tipo_entrenador Single Select Floor trainer (gratis) / Personal trainer (costo extra) / No estoy seguro Trainer type preference
19 tipo_pase Single Select Day Pass $21.40 / Week Pass $32.10 / Single Class $10.70 / Ninguno Pass type selection

Opportunity Fields Opportunity

# Field Key Type Purpose Notes
1 pipeline_stage_entered Text Tracks when opportunity entered each pipeline stage System-managed timestamp per stage
2 disqualification_reason Text Reason for DQ at opportunity level Copied from contact field on opportunity creation
3 proposal_value Currency Value of the proposed membership plan Set when human proposes a plan
4 expected_close_date Date Expected date for deal closure Set by human after prospect stage
5 deal_source Text Original source of the deal Copied from contact source tag
6 bot_conversation_summary Text Area Bot conversation summary for human handover Copied from contact field on opportunity creation