Sales and after sales RRS feed

  • Question

  • Dear all,

    I am new about this....

    We have just installated CRM 4.0 and we are very pleased with it.
    I have a question. We have in our company a sales and a aftersales department. Both want to use the quote and order facility in CRM. I have made some custum entitys for the after sales. Is there a way to "clone the sales" with the status going from concept - active - won to even lost?


    How can I realize this?


    Looking forward to any reply.

    Friday, March 12, 2010 3:47 PM


  • Instead of going the custom entity, which will almost surely involve some heavy customizations to replicate built-in CRM functionality, could you instead create some custom attributes on the existing quote and sales entities to help distinguish the sales and aftersales.  You might need some small javascript to hide/show certain fields depending on the role of the user.  In general, you are better off trying to take advantage of the system entities as they have a lot of inherit functionality built into them
    Dave | Follow davegot on Twitter | FMT Consultants
    Friday, March 12, 2010 5:15 PM