A Dissabte 01 Juny 2013 09:53:52, Cédric Krier va escriure: > On 01/06/13 02:07 +0200, Albert Cervera i Areny wrote: > > There's something in the workflow of opportunities that I think could be > > improved. I don't think that the end of the workflow should create a > > sale. The reason is that most probably, during the sale process several > > quotations will already have been sent to the party. > > The opportunity is the quotations.
From my POV the opportunity is the place where commercial information is collected during all the sale process and should not end when creating the first quotation. I checked with other applications (SugarCRM and vTiger) and they use the Opportunity concept the same way. They even allow creating quoationts from the opportunity form. If that should not be the usage, how would you manage the sale pipeline that managers need? I mean, the module already provides good reports (per employee, month and employee&month) but if those don't reflect the current state of sales that are in the quotation phase we're missing a lot of information in cases where several quotations need to be sent to the customer. Also the sale may be lost at that point. -- Albert Cervera i Areny Consultor funcional Tel. 93 553 18 03 @albertnan www.NaN-tic.com Avís legal >>
