Sales Process Management of Accounts in A Campaign

[GlobalCapitalMarkets]

Hi,

Hope everyone is doing well. As we are progressing on learning about SugarCRM, we need some help.

How can we do the following to manage our sales process in a given campaign:

1. define some number of stages in the sales process
2. move the accounts of a single campaign through various stages as the campaign evolves
3. view lists of accounts in each stage at a given point in time

Unrelated to the above request, we would also like to design the interface to display all the critical information for a contact (account) on one page. Example of this information would be:
1. name,
2. phone number ,
3. website,
4. call notes (full content of the notes),
5. other custom fields

In the default SugarCRM set up we have uploaded, it is necessary to click a link to enter and review notes and wait for the computer to open the notes page.

The company (account) and contact (person) are now in different pages. Again, we would like all these information in the same page.

Finally, we would like the opportunity to link the same contact to one or more campaigns.

[dtokeefe]

Hi Global,

You can edit the sales_stages_dom with the Dropdown Editor in Studio.

You can add a stages custom field to Accounts, then use Workflow or a Logic Hook to update that field based on some criteria (e.g. Campaign response). You can then filter on that field in Reports (Pro) or by modifying the Search Forms of the Accounts module (CE).

For Contact information on one page, you can customize the Contacts DetailView in the Studio. For Notes related to Contacts, there is a View Summary button on the History SubPanel of the Contacts DetailView.

To link a Contact to one or more Campaigns, add the Contact to a Target List, then use that Target List in multiple Campaigns.

Please feel free to ping me on Skype (dtokeefe) to discuss your project.

Best regards,

David