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I see multiple issues with the fact that a Campaign & Opportunity after creation are essentially orphaned. For instance:
I don't recommend my Customers to create Opportunities off of their Campaign Members unless they are syncing an Event that is already Complete. The reason being that is the Event is canceled, rescheduled or otherwise changed - you now have multiple Opportunities with incorrect information causing problems to both Forecasting and Revenue reporting.
Also it would seem a rather straight forward fix to update the Dates and information of the Campaign itself when an Event is changed and you are Syncing it again to pull in additional Members, or to at least provide the option.
There is a chance that I will be developing some solutions around automated creation and some other features. I can provide some updates back to this project if it is still alive.
The text was updated successfully, but these errors were encountered:
I see multiple issues with the fact that a Campaign & Opportunity after creation are essentially orphaned. For instance:
I don't recommend my Customers to create Opportunities off of their Campaign Members unless they are syncing an Event that is already Complete. The reason being that is the Event is canceled, rescheduled or otherwise changed - you now have multiple Opportunities with incorrect information causing problems to both Forecasting and Revenue reporting.
Also it would seem a rather straight forward fix to update the Dates and information of the Campaign itself when an Event is changed and you are Syncing it again to pull in additional Members, or to at least provide the option.
There is a chance that I will be developing some solutions around automated creation and some other features. I can provide some updates back to this project if it is still alive.
The text was updated successfully, but these errors were encountered: