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Forums Forums OroCRM OroCRM – How do I? Questions B2C workflow

This topic contains 2 replies, has 2 voices, and was last updated by  Alexandre Bacco 6 years, 1 month ago.

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  • Creator
  • #28059

    Alexandre Bacco

    Hey Guys,

    What is the best way to have a b2c workflow without the magento integration?

    I have a list of leads that are not business leads. I want to be able to convert them into opportunity/contact (but no account) and to be able to track them in the b2c statistics.

    I don’t need any cart integration as orders are placed directly in the backend of my ecommerce website.

    Thanks for any advice.

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  • Author
  • #28060
    Yoav Kutner
    Yoav Kutner

    Except for “not creating an account” request it seems you can use the system with out any workflows and just create new leads, opportunities and contacts. The only issue is that our out of the box workflows (which you can disable) create an account when you qualify a lead.




    Alexandre Bacco

    But if I do so, my not-business customers will be counted in the B2B workflow statistics (afaik the chart on the dashboard is based on opportuniy, which can be not-business customers…).

    I mean, there is no built-in way to do prospection on not-business customers?

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