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

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

by
6it, Jean-Marc Dupont
- 13/07/2016 13:49:57
Hello Jordy,

Yes, it makes sense !

And also, there is no relation between campaigns and segments defined in CRM and those defined in Marketing, so no link between emailing / marketing campaigns and leads  :-((



Jean-Marc DUPONT 

Agence Web, e-Commerce et Systèmes d'entreprise 

68, rue du Refuge - 84200 Carpentras

T. 06.24.91.02.03  -  04 84 25 17 94

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On Wed, Jul 13, 2016 2:38 PM, Jordi Ballester Alomar jordi.ballester@eficent.com wrote:
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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