On 01/06/13 19:18 +0200, Albert Cervera i Areny wrote: > 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.
Why ? > 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. That's clearly a bad design. > 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 no, it is the state of opportunity. > 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. Don't understad. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: [email protected] Website: http://www.b2ck.com/
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