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:
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.
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?