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Re: Copy campaign, channel and source from opportunity to quotation

Re: Copy campaign, channel and source from opportunity to quotation

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Copy campaign, channel and source from opportunity to quotation

by
ForgeFlow, S.L., Jordi Ballester Alomar
- 13/07/2016 14:29:03
Dear CRM experts,

We're seeing that the campaign, channel and source are not being copied from opportunity to quotation when the user does the conversion.

This is a bit strange, from what I'm used to seeing in other systems, such as SAP. 

For example, I would assume that in case that you launch a christmas sales 2016 campaign, you'd want to see how many leads you attracted, but also how many sales orders were created. Probably the leads originated from a mass mail or web page, but the sales orders were created as manual conversions from those leads/opportunities.

Does this make sense to you?

--
Jordi Ballester Alomar
CEO & Founder | Eficent

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