Hello,
I am new to erpnext and trying it in development environment. Currently we are using hubspot CRM, quickbooks and freedcamp, and looking to migrate to ERPnext. I am trying to customize sales funnel by editing opportunity form and lead forms. Following is use case:
Opportunity status:
Open
Appointment scheduled
Qualified To buy
Presentation scheduled
Decision maker bought in
Contract sent
Closed lost
closed won
Lead Type (I renamed it to lead life cycle)
Subscriber
Marketing qualified
Sales Qualified
Opportunity
Customer
Partner
Other
I done all changes in customize forms option and looking for changes in workflows. I didn’t found any workflows for it for e.g. before making changes when I create opportunity for lead, the lead status change automatically to opportunity.
Now system started to generate errors when I select any status of lead or opportunity.
Any one tried it before to customize sales funnel?
Thanks,
Vishwajeet