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Product/Extension Magaya CRM
Created by Kaleb Ghilardi
Created on Apr 24, 2023

RELATED IDEAS

Standard Lead and Opportunity Stages

General Description

Administrators of a customer’s CRM can create and update custom record status values for each stage of each entity. In order to better align with Supply Chain and support future integrations should we constrain the edit of the status values for Leads & Opportunities and align them with the standard options in Magaya Supply Chain? This will better support back and forth data transfer and triggers based on stage requirements in both the Magaya Supply Chain and Magaya CRM.

Current Functionality

Each customer's CRM Administrator may define any number of custom stages in the Lead and Opportunity entities as they see necessary to fit their business needs. This is controlled via the Stages options for the Opportunity and the Lead Stages options for the Lead records as defined under the CRM's Setup Screen. For more information about custom stage setup and working with the Magaya CRM Setup please visit Magaya CRM: Organization Admin Setup in the Magaya Knowledgebase.

Future Functionality

Changes needed:

  1. Update the security so that users cannot change Status values

    1. Remove options to modify Lead and Opportunity Stage options in the Setup

  2. Align all Opportunity Types to the same Stage list

  3. Set the list below as the available selections in the CRM with support for both English and Spanish on all Opportunity and Lead Stages

    1. Drive the display based on the language selection and not user entered Status values

  4. Leverage the Supply Chain API to update the CRM Lead & Opportunity values as well as the Supply Chain quote status as status options are updated in either system based on the relationship below.

    1. SCS Status should correlate to options in CRM Opp & Lead stage values

SCS Status

CRM Opp Stage

CRM Lead Stage

SCS Definition

Empty

while you’re adding details in the dialog box.

Open

Discovery

Prospect

after clicking the OK button,

Management

Raw

Quote Created

Qualifying

Quote Sent to Cust

Deferred

Negotiation

Quote Was created

Deferred

Posted

Closed Won

Converted

After converting the quote into another transaction (Pickup Order, Warehouse Receipt, Shipment, etc)

Lost / Expired

Closed Lost

Closed

when the information added to the Expiration Date field expires, is one month from the date the quote was created by default. Lost is a manually set value

Archived


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  • Kaleb Ghilardi
    Reply
    |     Nov 6, 2023

    As part of this enhancement we will also add the functionality to have a record marked Lost in either system update the linked record status to Lost with a corresponding reason.

    As such, there will need to be a lost reason list that corresponds to the customer's Supply Chain lost reason list. This will extend to Leads and Opportunities that have been synced to Magaya Supply Chain.