Hello once again,
While I'm beginning to get a general feel for SuiteCRM, coming from NetSuite I am lost on how some of the customizations should take place. If anyone could help me with some of the questions below, I would be extremely greatful!
There is a Sales Stage and Sales Probability field within the Opportunity, I figured out how to customize these for a layout by modifying the drop-down lists in drop-down editor. Putting the values for stage, and relating the values in probability to the correct percentage. However, where can I see the linking between these 2 fields? What tells the probability field to cross reference the list with the stage field? Where can I view this? I have other clients that will need different options for these fields. How exactly would I replicate these fields in a custom form, how do you relate the probability to the stage?
Where are the sales rules setup? How to define what stage I want the opportunity to be set to once converted from a lead?
Where would a “hook” be placed? Is there any documentation on examples of these?
Is there anyway to set rules on lead conversion? (e.g. Do not allow a lead to be converted unless ABCfield is not null?) Would this be done with a workflow? If so, what kind? There only appears to be 4 actions?
Thanks in advance for any information!