如何让潜在客户在SugarCRM 6.3 CE上拥有多种机会?

发布于 2025-01-04 19:16:20 字数 194 浏览 0 评论 0原文

我需要在 SugarCRM 上实现 1 个或多个潜在客户转化(并与之相关)机会。如果只有一条线索,这很容易,我只需设置“opp_id”字段即可 - 但是,如果有多个线索,我就无法做到这一点。

我至少需要在潜在客户和机会之间创建 1:n 关系,并使用 PHP 代码填充该关系(接收潜在客户和机会 ID)。

有什么想法吗?

谢谢。

I need to make a lead convert (and relate to) 1 or more opportunity on SugarCRM. With just one lead it's easy, I just have to set the 'opp_id' field - however, with multiple leads I'm not able to do that.

I need at least to create a relationship 1:n between Leads and Opportunities, and to fill that relationship with PHP code (receiving both lead and opportunity ids).

Any ideas?

Thanks.

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南巷近海 2025-01-11 19:16:20

我要做的是在 Studio 中创建潜在客户和机会之间的一对多关系,其作用是创建一个关系表,该表将被称为“leads_opportunities”(或者我认为是 opportunity_leads,具体取决于 LHS 的表)。这还将创建一个子面板,可以通过子面板上的选择或创建选项添加机会以进行引导。如果您想直接从潜在客户屏幕创建多个关系,您可以添加许多机会相关字段。使用 after_save 逻辑挂钩,您可以检查特定潜在客户/机会组合是否存在(因为关系表上没有多字段索引),如果不存在则写入它。这更多地取决于用例的要求是什么,但这应该让您了解如何以几种不同的方式处理它......

What I would do is create a one to many relationship between Leads and Opportunities in Studio, what this does is creates a relationship table that will be called something like leads_opportunities (or opportunities_leads depending on what table is the LHS, I think). This will also create a subpanel, the Opportunities can be added to lead via the Select or Create option on the Subpanel. If you want to create multiple relationship straight from the Lead screen, you could add a number of Opportunity relate fields. With the after_save logic hook, you could check for the existence of that specific Lead/Opportunity combo (since there isn't a multi-field index on the relationship tables) and write it if it doesn't exist. It depends more what the use case requirements are, but that should give you an idea of how to handle it a couple different ways...

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