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Thread: SugarCRM PRO General customization doubt

  1. #1
    cent Guest

    Cool SugarCRM PRO General customization doubt

    Dear Friends,
    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
    2. Quotes
    3. Opportunity
    4. Contacts

    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.

    Thankfully,
    Anes

  2. #2
    cent Guest

    Question Re: SugarCRM PRO General customization doubt

    Quote Originally Posted by cent View Post
    On Sat, May 18, 2013 at 7:18 AM, Jeff Bickart wrote:

    I'm not following what you are asking. Can you ask it in another way?

    Sent from my iPhone
    Hi Dear Jeff ,
    Thanks for your reply . My Concern is
    1. How we can relate products in quotes with the opportunity , I need to show the Products and Contact that come
    under an opportunity .
    2. How to followup the enquiry product in Leads to Quotes Product . Means in Lead how we can add the enquired
    product and in conversion how to followup to add in quotes .

    I expect you get my problem . If no pls mention .

    Thankfully,
    Anes

  3. #3
    cent Guest

    Default Re: SugarCRM PRO General customization doubt

    Dear Jeff and Friends,
    One of my main concern is how to add multiple product in lead enquiry ? please advise

    Thanks,
    Anes

  4. #4
    mahichhabra's Avatar
    mahichhabra is offline Sugar Community Member
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    Default Re: SugarCRM PRO General customization doubt

    Helo Cent

    You can make the relationship of products with opportunity
    Thanks & Regards
    Mahi Chopra

  5. #5
    cent Guest

    Question Re: SugarCRM PRO General customization doubt

    Hi Mahi,
    My doubt is how to add multiple product names i.e product1, product2 , .... ,productn in one Lead and how to qualify them to upper level contact & opportunity.
    please ADVISE ON IT

    REGARDS.
    aNES

  6. #6
    mahichhabra's Avatar
    mahichhabra is offline Sugar Community Member
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    Default Re: SugarCRM PRO General customization doubt

    Hello

    You can make one to may relationship of Leads with Products and add as many as products you want to add in to lead.
    Thanks & Regards
    Mahi Chopra

  7. #7
    cent Guest

    Default Re: SugarCRM PRO General customization doubt

    Dear Mahi,
    But when add a product in subpanel , do it can convert to contact & opportunity in lead conversion . I mean that products automatically converted?

    Thanks,
    Anes

  8. #8
    mahichhabra's Avatar
    mahichhabra is offline Sugar Community Member
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    Default Re: SugarCRM PRO General customization doubt

    Hello

    Yeah you can apply logic hooks for that . You can convert them it to opportunity & contact
    Thanks & Regards
    Mahi Chopra

  9. #9
    cent Guest

    Default Re: SugarCRM PRO General customization doubt

    Hi mahi,
    So add a product entry in respective to contact and opportunity tables , using logic hooks , am i right?

    Thanks,
    Anes

  10. #10
    mahichhabra's Avatar
    mahichhabra is offline Sugar Community Member
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    Default Re: SugarCRM PRO General customization doubt

    yeahhhhhhhhh
    Thanks & Regards
    Mahi Chopra

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