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Posted to user@ofbiz.apache.org by Aditya Sharma <ad...@hotwaxsystems.com> on 2017/08/04 14:23:15 UTC

[PROPOSAL] Lead Source should be associated with the Lead only

Lead Source is essential information for assessing the effectiveness of
marketing campaigns. It defines the primary source from which the given
lead came from i.e. how the lead found the organization.

While working in SFA component, I observed that when we create a Lead &
select Lead Source from New Lead page it is not associated with lead. When
we provide Group Name it is associated with Group and not with the Lead.
However. when we add Lead Source from the Lead Profile page, it is
associated with the lead only.

These 2 pages contradict each other in terms of their business process.

The sole purpose of Lead Source is to define the source of a lead, not the
source of a group.

I propose that we should update "createLead" service to associate Lead
Source to Lead only.

Please enlighten me if I missed out something here.

Links to verify
New Lead Page: https://demo-trunk.ofbiz.apache.org/sfa/control/NewLead
Lead Profile Page:
https://demo-trunk.ofbiz.apache.org/sfa/control/viewprofile?roleTypeId=LEAD&partyId=sfa101

Thanks and Regards,

*Aditya Sharma* | Enterprise Software Engineer
HotWax Systems <http://www.hotwaxsystems.com/>
<https://www.linkedin.com/in/aditya-sharma-78291810a/>

Re: [PROPOSAL] Lead Source should be associated with the Lead only

Posted by Aditya Sharma <ad...@hotwaxsystems.com>.

I have created a Jira for it at
https://issues.apache.org/jira/browse/OFBIZ-9588.

Thanks and Regards,

*Aditya Sharma* | Enterprise Software Engineer
HotWax Systems <http://www.hotwaxsystems.com/>
<https://www.linkedin.com/in/aditya-sharma-78291810a/>

On Thu, Aug 10, 2017 at 2:01 PM, Aditya Sharma <aditya.sharma@hotwaxsystems.
com> wrote:

> Thanks Jacques.
> Moving the conversation to dev ML.
>
> Thanks and Regards,
>
> *Aditya Sharma* | Enterprise Software Engineer
> HotWax Systems <http://www.hotwaxsystems.com/>
> <https://www.linkedin.com/in/aditya-sharma-78291810a/>
>
> On Thu, Aug 10, 2017 at 12:06 PM, Jacques Le Roux <
> jacques.le.roux@les7arts.com> wrote:
>
>> Hi Aditya,
>>
>> I believe this conversation should rather be on dev ML
>>
>> Thanks
>>
>> Jacques
>>
>>
>> Le 04/08/2017 à 16:23, Aditya Sharma a écrit :
>>
>>> Lead Source is essential information for assessing the effectiveness of
>>> marketing campaigns. It defines the primary source from which the given
>>> lead came from i.e. how the lead found the organization.
>>>
>>> While working in SFA component, I observed that when we create a Lead &
>>> select Lead Source from New Lead page it is not associated with lead.
>>> When
>>> we provide Group Name it is associated with Group and not with the Lead.
>>> However. when we add Lead Source from the Lead Profile page, it is
>>> associated with the lead only.
>>>
>>> These 2 pages contradict each other in terms of their business process.
>>>
>>> The sole purpose of Lead Source is to define the source of a lead, not
>>> the
>>> source of a group.
>>>
>>> I propose that we should update "createLead" service to associate Lead
>>> Source to Lead only.
>>>
>>> Please enlighten me if I missed out something here.
>>>
>>> Links to verify
>>> New Lead Page: https://demo-trunk.ofbiz.apache.org/sfa/control/NewLead
>>> Lead Profile Page:
>>> https://demo-trunk.ofbiz.apache.org/sfa/control/viewprofile?
>>> roleTypeId=LEAD&partyId=sfa101
>>>
>>> Thanks and Regards,
>>>
>>> *Aditya Sharma* | Enterprise Software Engineer
>>> HotWax Systems <http://www.hotwaxsystems.com/>
>>> <https://www.linkedin.com/in/aditya-sharma-78291810a/>
>>>
>>>
>>
>

Re: [PROPOSAL] Lead Source should be associated with the Lead only

Posted by Aditya Sharma <ad...@hotwaxsystems.com>.

Thanks Jacques.
Moving the conversation to dev ML.

Thanks and Regards,

*Aditya Sharma* | Enterprise Software Engineer
HotWax Systems <http://www.hotwaxsystems.com/>
<https://www.linkedin.com/in/aditya-sharma-78291810a/>

On Thu, Aug 10, 2017 at 12:06 PM, Jacques Le Roux <
jacques.le.roux@les7arts.com> wrote:

> Hi Aditya,
>
> I believe this conversation should rather be on dev ML
>
> Thanks
>
> Jacques
>
>
> Le 04/08/2017 à 16:23, Aditya Sharma a écrit :
>
>> Lead Source is essential information for assessing the effectiveness of
>> marketing campaigns. It defines the primary source from which the given
>> lead came from i.e. how the lead found the organization.
>>
>> While working in SFA component, I observed that when we create a Lead &
>> select Lead Source from New Lead page it is not associated with lead. When
>> we provide Group Name it is associated with Group and not with the Lead.
>> However. when we add Lead Source from the Lead Profile page, it is
>> associated with the lead only.
>>
>> These 2 pages contradict each other in terms of their business process.
>>
>> The sole purpose of Lead Source is to define the source of a lead, not the
>> source of a group.
>>
>> I propose that we should update "createLead" service to associate Lead
>> Source to Lead only.
>>
>> Please enlighten me if I missed out something here.
>>
>> Links to verify
>> New Lead Page: https://demo-trunk.ofbiz.apache.org/sfa/control/NewLead
>> Lead Profile Page:
>> https://demo-trunk.ofbiz.apache.org/sfa/control/viewprofile?
>> roleTypeId=LEAD&partyId=sfa101
>>
>> Thanks and Regards,
>>
>> *Aditya Sharma* | Enterprise Software Engineer
>> HotWax Systems <http://www.hotwaxsystems.com/>
>> <https://www.linkedin.com/in/aditya-sharma-78291810a/>
>>
>>
>

Re: [PROPOSAL] Lead Source should be associated with the Lead only

Posted by Jacques Le Roux <ja...@les7arts.com>.

Hi Aditya,

I believe this conversation should rather be on dev ML

Thanks

Jacques


Le 04/08/2017 à 16:23, Aditya Sharma a écrit :
> Lead Source is essential information for assessing the effectiveness of
> marketing campaigns. It defines the primary source from which the given
> lead came from i.e. how the lead found the organization.
>
> While working in SFA component, I observed that when we create a Lead &
> select Lead Source from New Lead page it is not associated with lead. When
> we provide Group Name it is associated with Group and not with the Lead.
> However. when we add Lead Source from the Lead Profile page, it is
> associated with the lead only.
>
> These 2 pages contradict each other in terms of their business process.
>
> The sole purpose of Lead Source is to define the source of a lead, not the
> source of a group.
>
> I propose that we should update "createLead" service to associate Lead
> Source to Lead only.
>
> Please enlighten me if I missed out something here.
>
> Links to verify
> New Lead Page: https://demo-trunk.ofbiz.apache.org/sfa/control/NewLead
> Lead Profile Page:
> https://demo-trunk.ofbiz.apache.org/sfa/control/viewprofile?roleTypeId=LEAD&partyId=sfa101
>
> Thanks and Regards,
>
> *Aditya Sharma* | Enterprise Software Engineer
> HotWax Systems <http://www.hotwaxsystems.com/>
> <https://www.linkedin.com/in/aditya-sharma-78291810a/>
>