Client status triggerDernières modifications
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État| Détails |
| Submitted by: | Raphaël Doursenaud (rdoursenaud) | | Submitted on: | 04/08/2014 19:29 |
| Last Modified On: | 07/08/2014 10:50 | |
| Summary: | Client status trigger |
| Description: | A thirdparty has the client status added if a proposal is made.
This is far too soon for correct qualification.
The client status should only be added on proposal signature.
3.5.x is affected, don't know about 3.4 |
| Step to reproduce bug: | Create a prospect thirdparty
Make a proposal.
The thirdparty is now prospect/client. |
| Detected in version: | develop | | Category: | Core Problem |
| Severity: | 5 - Major | | OS Type/Version: | |
| PHP version: | | | Database type and version: | |
| Etat |
| Status: | Open | | Assigned to: | Aucun |
| Resolution: | Aucun | |
Commentaires- Raphaël Doursenaud 07/08/2014 10:56
- Invoicing is also a good time, maybe even better.
And no, Cédric, a customer (using client was a mistake) is a customer, nothing else.
If you need more granularity before selling, adding a suspect status could have meaning but this is another story. - Marcos García 07/08/2014 10:50
- From my point of view, a potential client is a *client* when an invoice is done. Until that it remains being a prospect..
- Cedric GROSS 07/08/2014 10:39
- The big question is : What is the meaning of 'prospect/client' status ?
If it's: it's a prospect that could be become a client, setting this when proposal done is the good timing.
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And no, Cédric, a customer (using client was a mistake) is a customer, nothing else.
If you need more granularity before selling, adding a suspect status could have meaning but this is another story.