[jira] Commented: (OFBIZ-2571) Lead enhancement in SFA module

["Anil K Patel (JIRA)" <ji...@apache.org>]

    [ https://issues.apache.org/jira/browse/OFBIZ-2571?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12716782#action_12716782 ] 

Anil K Patel commented on OFBIZ-2571:
-------------------------------------

Can you give some examples of SFA application in market that follow the workflow you are suggesting?

Have you evaluated 
1) Capturing tracking code linked with campaign.
2) Link opportunity with lead.
 

> Lead enhancement in SFA module
> ------------------------------
>
>                 Key: OFBIZ-2571
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2571
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: marketing
>    Affects Versions: SVN trunk
>         Environment: Windows XP Professional (5.1, Build 2600) Service Pack 2, Intel(R) Core(TM)2 CPU 4300 @ 1.80GHz (2 CPUs), 1014MB RAM, jdk1.5.0,
>            Reporter: Saurav Sharma
>             Fix For: SVN trunk
>
>
> We are working on the enhancement of the lead functionality under SFA module.
> Current Scenario:
> The lead is created by collecting the personal details. 
> Problem faced: 
>  1.There was no product selection criteria earlier.
>  2.Lead was being created without having the product specific information.
> Solution to problem:
>  1.Make sure that first of all the product is selected.
>  2.Get the product specific information which is really necessary to be given and after that create the lead.
>  Implemented Functionality:
> We make sure that first of all the product is selected, then take two types of information which are:
> -The information which is specific to the selected product and mandatory to be given so that we can check whether  product specific details of the user meet the organization standards to filter out the leads.
> -The information which is the personal information and after having both types of information the lead is created.
> We would like to upload the implemented Lead patch in SFA module ASAP. Before uploading patch we would like to discuss our approach with community members.
> Any comments/suggestions on this would be appreciated.
> Regards
> Saurav Sharma
> iLabs, Larsen & Toubro Infotech Ltd.
> Mumbai.

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