Junior Member
Structured Follow-up
Is there any way to implement structured follow up for leads/contacts. OR timed action plans.
Example:
Day 1 call
Day 2 meeting
Meeting +1 day = follow up,
meeting + 3 days = email,
etc...
Goal: a lead comes into the system and an action plan is automatically applied to each of them.
Last edited by sunild; 2007-05-01 at 08:06 PM. Reason: typo
Sugar Community Member
Re: Structured Follow-up
This would be best handled via the Workflow automation in the Pro/Enterprise versions. Open Source does not contain this functionality out of box.
Regards,
Angel Magaņa
Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
Blog: http://cheleguanaco.blogspot.com.
Twitter: @cheleguanaco.
________
| Projects: |_____________________________________
|
| CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
| GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
| CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
| Round Robin Leads Assignment
| Phone Number Formatter
| CaseTwit (Twitter Integration)
______________________________________________
Sugar Community Member
Re: Structured Follow-up
Open Source now has just what your looking for. SierraCRM, Inc. www.sierracrm.com has released a lite version of its Process Manager for SugarCRM. Go to Sugarforge - Projects - Workflow and download Process Manager.
If you want the full featured version please contact SierraCRM at 530 272 3064
Regards,
Bill Convis
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