Hi ,
I do see the below:
ENTITY: SalesOpportunityHistory | TABLE: SALES_OPPORTUNITY_HISTORY
Tracks a history of sales opportunity information
file:applications/datamodel/entitydef/marketing-entitymodel.xml
Does there exists a UI for it , anywhere ?
regds
mallah.
On Sun, Aug 27, 2017 at 9:47 PM, Rajesh Mallah <
[hidden email]>
wrote:
> Hi ,
>
> I have multiple data having "organisation name" and
> "postal address" and NO "contact person" currently.
>
> I need to start a process on this data and keep a track of
> activities on the this data set.
>
> my questions are:
>
> (1) what is the best approach to model it ?
>
> I have tried some possible approaches with varying level
> of success.
>
> (a) create a lead using "PartyGroupName" and PostalAddress
> and a placeholder pseudo person like "Manager"
> (as real person name is not available )
> i see that it creates "Leads" as well as "Parties"
>
>
> (b) create lead using only "PartyGroupName" and PostalAddress
> and no contact.
>
> I see that it creates only "Parties" and no lead.
>
>
> (c) create "Opportunities" using Opportunity name as the Organisation
> name.
>
>
> I find that Opportunity entity provides the fields like
> "Next Step" , "Next Step Date" , "Stage" , "Probability" etc
> which can be used to model the follow-up of the
> Opportunity / Lead.
>
> However i have no clue how to model the recording of
> information that are gathered at each follow-up activity
> that would happen at multiple points of time .
>
> It should be possible see the "trail" and "history" of activities
> that are done on the Opportunity/Lead
>
>
> kindly guide.
>
>
> Regds
> mallah.
>
>
>
>
>
>
>
>
Locked
