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Thread: lead workflow

  1. #1
    marcielo is offline Sugar Community Member
    Join Date
    Aug 2009
    Posts
    33

    Default lead workflow

    I have a site where I have incoming leads with job proposals from a webform. These jobs are distributed between different accounts. The purpose of these accounts is to contact the lead and give the lead a good deal .

    So what do I need?
    I need a way to relate a lead with max. 5 accounts. When this is done I need to generate a mail to the lead with 5 account info (name, mail address …). At the same time I need to generate a mail to these 5 accounts with the lead info.

    How it works now
    I have 5 fields in the Lead edit view where I copy/paste the account info. I then have a status dropdown where I change it to 'In process' when I then save the lead a mail is generated to the lead with the account infos by using Process Manager (PM).
    The next step is to send a mail to the account with the lead info. I have 100 accounts so I manually had to create 500 processes (because I needed to create 5 dropdowns) and a dropdown with 100 accounts. I continually get new accounts so imagine in the long run. In the lead 'edit view' I have 5 dropdowns with accounts , so if I choose account1 in the dropdown a mail is generated to the lead with the account info.
    The third thing I do is to select x number of accounts in the leads subpanel in order to relate the lead with the accounts.
    It took me some time to get this far and I can't get my head around this one. How do I go from a semi-automated to a full automated process. This might need some heavy coding or is there a work around that I have not deciphered yet ?

    I have Sugar CE 5.5.4 installed

    I attached two PDF's that illustrates what I tried to explained above. Maybe this is more comprehensive cause I'm not sure I made any sense

    Sugar dream scenrio.pdf = So what do I need?

    How it works now_sugar.pdf = How it works now

    Any suggestions are welcome
    Attached Images Attached Images
    Last edited by marcielo; 2011-03-10 at 07:39 AM.

  2. #2
    marcielo is offline Sugar Community Member
    Join Date
    Aug 2009
    Posts
    33

    Default Re: lead workflow

    Can this be done? If so what is the best solution or what would you do?

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