Make the fields in the routing tab editable

General Description

The Magaya CRM imports data points from the linked Magaya Supply Chain Quote to populate it's routing tab in the Leads and Opportunities. Make these options editable when creating a new Lead or Opportunity and push the selections to the Quote on creation.

Current Functionality

When Leads or Opportunitites are converted into Quotes the CRM creates a relatipnship between the recods and populates the CRM with updates made in the Supply Chain. This process is one-directional with the Supply Chain updates pushing to the CRM and not the other way.

For more information please see the Magaya Knowledge Base:

• https://knowledge.magaya.com/#/article/CRM_Leads_Create_Lead/EN

• https://knowledge.magaya.com/#/article/CRM_Opportunities_Features/EN

Future Functionality

When a new Lead or Opportunity is created, pull into the record's routing tab the available options from the linked Magaya Supply Chain to populate drop down options in the respective fields below:

If these fields are populated prior to creating the Supply Chain Quote, send them along with the quote creation.

Allow users to modify the values in the CRM record and have these updates populate the linked Supply Chain Quote.

Lock the options once the Lead has been converted in either system to avoid modifying historical data.