I have tried posting on the SugarCRM Forum, but cant get my posts to even show up!!!
Opportunities or Leads?
I'm fairly new to SugarCRM but I am starting to get my head around it!
Anyway, what I need to use Sugar for is to track prospects in a telesales campaign. I want to import my data as a list of fresh 'Make Initial' calls, and then once they have been contacted and either set a call back or closed the record down etc. I need to contact to disappear from the 'Make Initial' list and show in the call back list.
What I want Sugar to do should be all fairly straight forward really, only I have imported all my records into 'opportunities' and can't seem to get it to work as I need it to.
Should I have imported into 'leads' instead? Would that have given me the functionality I need or is there something I am overlooking?
Any help at all would be greatly appreciated.
Thanks.
joebob
Opportunities or Leads?
I'm fairly new to SugarCRM but I am starting to get my head around it!
Anyway, what I need to use Sugar for is to track prospects in a telesales campaign. I want to import my data as a list of fresh 'Make Initial' calls, and then once they have been contacted and either set a call back or closed the record down etc. I need to contact to disappear from the 'Make Initial' list and show in the call back list.
What I want Sugar to do should be all fairly straight forward really, only I have imported all my records into 'opportunities' and can't seem to get it to work as I need it to.
Should I have imported into 'leads' instead? Would that have given me the functionality I need or is there something I am overlooking?
Any help at all would be greatly appreciated.
Thanks.
joebob