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

by
management
- 13/07/2016 15:15:01
Hello, 

Very good points brought up by Jordi! 
I have also wondered some logics sometimes but you formulated this very well.
Is there any difference between a Community version and Enterprise with this thing?

Sanna

On 13 Jul 2016, at 15:52, Jean-Marc Dupont <jmd@6it.fr> wrote:

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
Éditeur de la marque Provenc.io
1° marque e-Commerce 100% Provence



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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