Creating new orders for contacts
Reported by artem | February 26th, 2011 @ 06:33 AM
It seems that ffc intended on dealing with companies only, not with individuals. Why?
For example, we are selling our goods through internet shop. When new client makes an order, he gives us all contacts and make payment via PayPal. We receive order by email. How should we go with ffc?
We create new opportunity. We don't need Probability field at all, because we have received payment by PayPal. Ok, no problem, put 100% Probability.
Next - Account. What is account for individual client? E.g., we received 100$ from Bob Taylor. What should we put here:
Bob Taylor? And what for Contact? Bob Taylor as well?
So we need to enter information two times for each order? And, as a result, we need to go to Contacts for making new order, because we can't put this information on the stage of creating opportunity (here account information only):
As internet shop we have 99% of our clients as individuals. How should we create new orders?
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