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  1. 💡Konsep
  2. CRM Concept

Opportunity

Logika dan Relasi Lead Opportunity

PreviousLeadNextProspect

Last updated 2 years ago

CtrlK
  • Opportunity
  • Logika
  • Relasi
  • Table Structure

Opportunity

Opportunity adalah prospek yang sudah dikenal dan memiliki potensi untuk menjadi pelanggan. Opportunity adalah langkah berikutnya setelah Lead, dan membutuhkan lebih banyak interaksi dan penjualan untuk memastikan bahwa mereka akan menjadi pelanggan aktif.

Logika

  • Opportunity milik Company (secara sistem).

  • Opportunity milik Sales Partner (individu / company (B2B)).

  • Opportunity milik Salesperson (secara individu).

  • Opportunity dapat dikaitkan dengan Lead.

  • Opportunity memiliki satu atau lebih Address (Alamat).

  • Opportunity memiliki satu atau lebih Contact (Kontak).

  • Opportunity dapat menjadi Customer.

  • Opportunity memiliki 0 atau lebih Quotation.

  • Opportunity memiliki 0 atau lebih Sales Order (Pesanan Penjualan).

Relasi

  • Opportunity belongs to a Company; Company has 0 to many Opportunities.

  • Opportunity belongs to a Sales Partner; Sales Partner has 0 to many Opportunities.

  • Opportunity belongs to a Salesperson; Salesperson has 0 to many Opportunities.

  • Opportunity belongs to a Lead; Lead has 0 to one Opportunity.

  • Opportunity morph to many Addresses; Address morphed by Many Opportunities. *

  • Opportunity morph to many Contacts; Contact morphed by Many Opportunities.*

  • Opportunity has 0 to one Customer; Customer belongs to a Opportunity.

  • Opportunity has 0 to many Quotations; Quotation belongs to Opportunity.

  • Opportunity has 0 to many Sales Order; Sales Order belongs to Opportunity.

Item yang ada disini adalah daftar keinginan (wish list) dan belum masuk ke transaksi.

Note: *

  • Addressable : Polymorphic ( Many To Many )

  • Contactable : Polymorphic ( Many To Many )

Table Structure

https://dbdocs.io/mohamadsyalvasr/bumicode_erp?table=opportunity&schema=crm&view=table_structure