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Thread: Seperating accounts from opportunities or track sold through delivery?

  1. #1
    steelbut is offline Junior Member
    Join Date
    Feb 2006
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    1

    Default Seperating accounts from opportunities or track sold through delivery?

    Hopefully someone out their can hep me. We use SugarCRM open and we have our leads flow into the lead module but you can not convert a lead into an opportunity without making an account - or making an account without the oppertunity.

    I was thinking of using the accounts tab as "Clients" or "Sold Jobs" - but the sales folks can not use the opportunities from leads without messing up accounts / jobs / clients.

    Has someone out their developed a "jobs" module? Or how can we track the process of sold through delivery? But I do think the case module would work great for customer service.

    Or how can I just make an account or an opportunity but not both?

    Thanks, Larry

  2. #2
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
    Join Date
    Jul 2004
    Location
    St Louis, MO
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    3,183

    Default Re: Seperating accounts from opportunities or track sold through delivery?

    Why can't you use the Projects module as your jobs module.
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