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.
