Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Author Andy Potanin

    (@andypotanin)

    @angrywarrior in general yes, but if there’s a particular use-case you are asking about I could get some more information about it.

    For instance, are you looking for certain settings to be network/site-wide or blog-specific? Right now I believe the settings (options) are blog-specific.

    Hello @andypotanin and thanks for your reply.

    Quote:
    For instance, are you looking for certain settings to be network/site-wide or blog-specific?
    Both I guess.

  • * To be able to analyse the existing data within the network/users etc
  • * To be able to mange existing customers the the different segment of customers. B2B and B2C etc
  • * To be able to manage sales within the system itself and sales to external (not users in the system) customers.
  • * Lead management for both internal leaders and external etc
  • Well you have some examples there. 😉

    Thanks..

    Kind regards
    AngryWarrior

Plugin Author Andy Potanin

(@andypotanin)

You can segment customers (who are also created as users with a low role) as needed, there’s a fairly robust system for creating custom attributes and pre-defined fields. There’s also a descent system of filtering them to create lists in the admin.

The “lead management” system is rather simple – inquiries received via “forms” are available in the control panel, and you can filter inquiries by forms that were used to submit them – as a way of segmenting messages. However, you could even assign new people a role of “lead”, or something similar, based on the form they fill out.

As far as analysis and internal/external lead assignments – not something that’s built in. If this something you need, we could collaborate on creating something – there’s definitely a need for this. If you want to talk details send me a message at https://www.usabilitydynamics.com/contact-us and we can go from there.

Alright thanks a lot for your answers and clarification, Andy!

Cheers!

Plugin Contributor MariaKravchenko

(@mariakravchenko)

Hello @angrywarrior

I’m marking this ticket as resolved for now. If you have any further questions or comments, please create a new topic.

Regards, 
Maria Kravchenko
Usability Dynamics, Inc.

Sure, thanks Maria!

Viewing 6 replies - 1 through 6 (of 6 total)
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