Re: recording lead followup information

Posted by Jacques Le Roux on Feb 19, 2019; 3:35pm
URL: http://ofbiz.116.s1.nabble.com/recording-lead-followup-information-tp4732197p4732284.html

I see, makes sense indeed, happy it works for you :)

Maybe you could suggest a change in a Jira?

Jacques

Le 19/02/2019 à 14:16, Rajesh Mallah a écrit :

> Hi Jacques ,
>
> Nice to hear from you and the List  ,
> Once again i am on  OFBiz for a different project this time and loving it !
>
>
> nextStepDate is available when we create the sales opportunity.
>
> Many a times the lead needs to be followed up before deciding to convert it
> to a
> account/contact combination or creating a sales opportunity.
>
> I feel That workflow of followup cannot be captured with the current data
> model.
>
> Although i try my best to use existing models , but To deal with this i
> created
> a new Entity  in a separate schema of my DB ( so as not to pollute ofbiz
> entities)
>
> \d contrib.lead_followup
>                     Table "contrib.lead_followup"
>       Column     |           Type           |       Modifiers
> ----------------+--------------------------+------------------------
>   party_id       | character varying(20)    | not null
>   role_type_id   | character varying(20)    | not null
>   next_step      | text                     | not null
>   next_step_date | timestamp with time zone | not null
>   from_date      | timestamp with time zone | not null default now()
>   thru_date      | timestamp with time zone |
> Foreign-key constraints:
>      "lead_followup_party_id_fkey" FOREIGN KEY (party_id, role_type_id)
> REFERENCES ofbiz.party_role(party_id, role_type_id)
>
> This serves my current purpose .
>
> regds
> Rajesh Kumar Mallah.
> redgrape.tech
>
>
>
> On Tue, Feb 19, 2019 at 6:14 PM Jacques Le Roux <
> [hidden email]> wrote:
>
>> Rajesh,
>>
>> nextStepDate ?
>>
>> Jacques
>>
>> Le 16/02/2019 à 17:24, Rajesh Mallah a écrit :
>>> Hi List,
>>>
>>> Before creating a sales opportunity from a lead record in SFA we want to
>>> store the information on the next followup date of a lead.
>>>
>>> Is there any related data model or entity for that ?
>>>
>>> *I am trying to follow
>>>
>> https://www.shellblack.com/whiteboard/overview-of-leads-account-and-contacts-the-salesforce-data-model/
>>> <
>> https://www.shellblack.com/whiteboard/overview-of-leads-account-and-contacts-the-salesforce-data-model/
>>> *
>>>
>>> regds
>>> mallah.
>>>