What I am looking for with SigmaPro was not so much a help desk feature, but this was one of few topics discussing the module so I joined in. I understand the project side of it fairly well, and it would suit our needs if only I could delete some things from it (such as, I don't need Priority and Status and Milestone all on there, just status would be fine. Also, I don't necessarily need Assigner, Creator, Owner, and Requester. I would imagine with source code this would be doable.
What I basically need is something I think is simple, but without any programming knowledge I don't know how complex it would be. If only I could piece together parts of 3-4 modules I've tested, it would be perfect.
I need something set up for tracking Sales Leads and conversion. Basically, say a salesperson here forwards or sends an email to an address within our DNN site. Each email would be information on a sales lead. Based on the email address, they would get sorted into lists such that only specific roles (resellers/sales reps) would see them. From there, the resellers/reps would view the leads and just , maybe through a drop-down box or comment field, enter "set up sales meeting," "closed sale," or "no sale," etc. Each time the status is updated in this way, the original salesperson (who sent the email into the DNN site) would be notified.
I know SigmaPro has the "Companies" feature and you can use it to track sales, and there is the Email Monitor feature also. Is there a way to integrate the functionality of SigmaPro so that the above can be accomplished?
What I've done now, just for testing, is created a separate "Project" for each company/reseller. The "Tasks" are effectively the Sales Leads. (Email monitor could sort the leads out by project based on the template, right? I'm hosting locally right now so email functionality cannot be tested.) The only thing is, I don't want the reseller to have the option to edit Assigned to, Owner, Requester, Milestone, etc. If they could just change status and/or progress and leave a comment it would be enough, because then the "Owner" (our salesperson) would be notified as long as that option is turned on, right?
I would be on the SigmaPro forums, but I think you only have access to it if you've purchased the module. Plus the DNN community has been immensely helpful so far and I'm sure someone can help me out in some way.
Thanks!