Hi , I do see the below:
ENTITY: SalesOpportunityHistory | TABLE: SALES_OPPORTUNITY_HISTORY Tracks a history of sales opportunity information file:applications/datamodel/entitydef/marketing-entitymodel.xml Does there exists a UI for it , anywhere ? regds mallah. On Sun, Aug 27, 2017 at 9:47 PM, Rajesh Mallah <[email protected]> wrote: > 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. > > > > > > > >
