Hi,
I want to try and create funnels (much like CRM sales funnel) for various tasks within my organisation.
We are a agri-produce trading company. I’ll use a couple of examples:
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For buying produce from farms, we need an internal database, and much like Lead, Opportunity, etc. etc. in CRM, we could create a funnel “Prospects”, “Engaged”, “Closed”. This could possibly be used by others for their vendor relationships, where number of vendors far outnumber the clients.
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Similar funnel could be “Invoice generated”, “invoice sent”, “amount received”. When we make everything a funnel, each step can be assigned to (theoretically) different people.
It would also be great if we can add comments to each of these steps.
Question: Does this require severe modification? Or can this be done by some minor tweaking and playing around with workflows and doctypes?
Thank you,
Vivek