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Journeyman
Posted
hi,

I wrote about this a while ago and I don't know if this will be changed or not, but dmi stops tracking emails once opportunities once won. It's a logical step as one is supposed to work with projects after that.
However, we decided to stick with the opportunities after the job is won as we didn't want to re-enter all the data from the extra fields into a project (currently DL does not allow to bring extra fields into an opportunity).

Would it be possible to add a stage to an opportunity that would be the equivalent of won-active and another of won-closed? Only the latter would stop tracking emails? This is just a thought. I guess the bigger issue is to have the ability to customize the opportunity stages and have them behave differently.

Any thoughts about this or suggestions?

Christian
 
Posts: 96 | Location: New York | Registered: September 14, 2006Reply With QuoteEdit or Delete MessageReport This Post
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