We have designed a CRM module in Podio using all the basic entities needed for a optimised CRM (inspiration from Salesforce, Hubspot and primarily Pipedrive)
Users (people from our group)
Org (any type of outside company, NGO, potential client, partner, compeitor etc)
Deal (an ongoing deal towards the organisation with a finite binary outcome Win/Lose)
Contacts (any person belonging to an organisation and also related to a deal)
Activity Any action by users towards Org, Deal, Contacts.
Now our main challenge is creating an activity within an ongoing deal or contact entity where the deal, org, and contact entities are already linked together in relations.
So when creating activity I want to do it in such a way that
Date is auto populated with todays date (option to change)
Contact is related to the contact I just created
Deal is related to the contact linked to the deal
Org is populated with the org linked to the deal and contact
So that all I have to fill in is the title of the activity and type:
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