|
|
Hi List ,
I am trying to implement OFBiz for a client organization whose main
requirement is CRM,Sales and Marketing and I am facing some challenges.
Request help on the same.
(1)
*Lead Assignment*
Is it possible for a "Manager" to assign Unassigned leads to team members
?
I see that there is facility of "Assign to Me" , i assume it assigns to the
logged in user.
But i require that leads to assigned rather than taken by the user.
(2) *Lead Visibility*
Is it possible that lead assigned to one party (user) gets hidden from the
other
party / user / team member.
(3) *Maintain historical data about followup.*
I see that under "opportunity" creation and update there is a field of
"Next Step".
What is the ideal / recommended way to keeping notes of the development of
a lead / opportunity so that it can be useful to the next person , should
the lead get
re-assigned .
Regards
Rajesh Mallah.
|
Locked
