Hi,
I am trying to work out how I would go about this as I cant see a simple solution and wanted to check that I am not missing anything.
We want to use the Account entity for the whole sales process, so that it includes Leads and Customers. The reason for this is to make it easier to transfer notes and other data across when a record moves between any of the 3 stages... and also a record could move backwards and forwards between the stages at anytime.
So all we want to do is have a flag against the account which is just a drop down list which then identifies what it actually is (Lead, Account, Customer).
What I want to do so that this is easier for the users to manage is have 3 buttons within the Sales area, Leads, Accounts and Customers. These buttons then open up a set a views to the accounts data, filtered depending on the stage of the record.
So the question... Can I these buttons to the menu?
If NOT then I will create my own entities for each of the stages, the only thing which is stopping me from doing this at the moment is the amount of work to create all the fields/forms/relationships and most importantly I don't know how to move NOTES or Activities between entities... can these be moved as part of a workflow/sql script?
Apologies for the long question and thanks for taking the time to read it :)
Cheers
Euge
