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Developing a Simple Workflow within SugarCRM

Jun 27, 2008, 06:00 (0 Talkback[s])
(Other stories by Mark Alexander Bain)

[ Thanks to Bhushan Pangaonkar for this link. ]

"In our simple workflow we'll assume that each task is carried out by one person at a time, and that all tasks are done sequentially (i.e. none are done in parallel). So, we'll look at the PPI Preliminary Investigation which, as you remember, maps to the standard SugarCRM Opportunity. Also, in this example, we're going to have a different person carrying out each one of the Investigation stages.

"If you look at SugarCRM then you'll see that by default none of the stages are related to investigations--they're all named using standard CRM terms..."

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