I am using Sugar CRM Pro and now in work of planning a new CRM instance .
In my concern there is 4 modules
1 . Products
In current understanding I can add 'quotes' of an opportunity as Subpanel .
But my customers need the visibility of
1. In a particular opportunity they can easily find the report of the
including products and contacts , How it can implement?
In current scenario we have Quotes under opportunity .
2, We plan to implement lead web form from external web site, in that
there is option to select more than one product (for eg: Soap,Cheap,Mirror)
How to include multiple product in lead and on conversion how to identify that
products in quotes ?
I am really confused , do you please advise a general solution for my confusion.