/app -> populate CRM rake task
kmcd opened this issue · 2 comments
kmcd commented
TODO:
- a/c switcher
- cron job rake task to update crm
kmcd commented
Link to GSF a/c activity from CRM instead of syncing; e.g.
- Lead: http://getsupportflow.net/agent/1232324
- Account: http://getsupportflow.net/demo-92597/
- Opportunity: http://getsupportflow.net/demo-92597/
- Contact: http://getsupportflow.net/agent/1232324
kmcd commented
Also: create tagged GSF customers (with notes) from demo/trial agents; e.g.
- peldi@balsamiq.com
- signed up on X
- from campaign Y
Duplicates CRM but useful for driving app. Strictly speaking app is for paying customers; i.e. it's not a sales pipeline.