Free, open source customer relationship management platform built in Ruby on Rails. Share your input!
I'm considering Fat Free CRM as a potential solution and am curious if it's able to do this.
Thanks in advance!
Hi, I am struggling witht he fat free CRM workflow, and particularly how it relates the documentation.
"Opportunities can be associated with a user, account, lead, and tasks."
I see no way of associating an opportunity with a lead.
What I would like to be able to do is manage the stages (as for an opportunity) of a lead before it is converted to an account. For a lead there is a status box, but if this is supposed to be used in a similar way as to the stage box in opportunities then why does it have a different name?
I suspect, contrary to the documentation, that an opportunity is only for existing customers. If this is correct, then why does a lead not allow the same level of detail of tracking as an opportunity?
A quick look can be seen here https://dl.dropboxusercontent.com/u/54803135/crm_error.gif
Basically every time I make a record I get 2.
This is a new install.
Customer support service by UserEcho