As a user who previously used other CRM apps I have some trouble understanding how OroCRM is structured. Here are my questions.
a) Accounts vs. B2B Customers
Usually a CRM has a “Company” list (in which you add all the companies) and a “Contacts” list (in which you add all the contacts and link them to the related Company, if necessary).
Reading the documentation I can compare Company with Accounts:
To collect and process information on the customer activity of a person, group of people or business cooperating with you, you can create an “Account” record (“account”) that will represent them in OroCRM.
But seems that OroCRM has another option: B2B Customers.
For each customer involved in the business-to-business activity you can create a “B2B Customer” record (“B2B customer”).
This option asks me to select a Contact and an Account. I have a feeling that “B2B Customers” resembles more with “Company” so, in this case, what does Account represents? I find it kinda useless to add the company as an Account AND as a B2B Customer.
As long as I don’t activate the “B2B customer” option in the Channels, the Sales button is not available, so basically I cannot generate Leads & Opportunities just by having Accounts and Contacts. Maybe I’m not understanding something?
b) Leads vs. Opportunities
Usually the workflow is simple: you have a lead that generates an opportunity which you pitch, negotiate and win/loose. But in OroCRM it seems that Leads and Opportunities are kinda equal, as defined in the Sales Process. In Oro you can start a new sale process from a Lead OR from a Opportunity. I didn’t found any way to link an Opportunity to a Lead, so I suppose that these two are interpreted as being at “the same level”.
So can you please define a Lead and a Opportunity, and mostly what’s the difference between them? An example will be great!
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