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commit e5d49b26053a8244772b7a1716280f0ceeb46472 Author: holivier <[email protected]> AuthorDate: Fri Apr 10 17:47:05 2020 +0200 Documented: Check all docbook file in each applications-component documents directory (OFBIZ-11587) theses files have no content except for marketing component (2 sentences, migrated to overview for marketing and sfa) --- applications/marketing/src/docs/asciidoc/marketing.adoc | 3 +++ applications/marketing/src/docs/asciidoc/sfa.adoc | 5 +++++ 2 files changed, 8 insertions(+) diff --git a/applications/marketing/src/docs/asciidoc/marketing.adoc b/applications/marketing/src/docs/asciidoc/marketing.adoc index 458927a..d2b67e2 100644 --- a/applications/marketing/src/docs/asciidoc/marketing.adoc +++ b/applications/marketing/src/docs/asciidoc/marketing.adoc @@ -22,6 +22,9 @@ The overall purpose of the Marketing application is the support to select leads or marketing segment to convert to opportunities by contacting these parties via a contact-list related to a marketing campaign. + (contact-list generation support not yet implemented) +The marketing application is supporting you to create, select and follow sales opportunities in order to create sales orders +for the company. + The first option of the marketing application is the definition of a datasource [DataSource], and connecting or loading party information to it [PartyDataSource]. In the party application a data source Id can be added to the party. diff --git a/applications/marketing/src/docs/asciidoc/sfa.adoc b/applications/marketing/src/docs/asciidoc/sfa.adoc index 1e86333..f187bd8a 100644 --- a/applications/marketing/src/docs/asciidoc/sfa.adoc +++ b/applications/marketing/src/docs/asciidoc/sfa.adoc @@ -26,6 +26,11 @@ The main purpose of the SFA application is to support the process of creating or The SFA application is for a specific user to list his leads, contacts accounts and opportunities. + He can create new parties or he can assign existing parties to himself. +It is very much based on the party application as its source. + +Records from the party application are selected with only one basic reason: a possible sale in the future. + +That also means that records in the party manager should be complete, especially the role is pretty important. +Not All roles, but at least 'lead' 'contact' and 'Account' should be defined. + == SFA in User Interface === Main screen
