An ERP you change by describing what you need.
O2B sets up CRM, Sales, Invoicing and Inventory from plain-language requests. Each change is first tried in a test run that is thrown away, then waits for your approval, and you can roll it back later.
Add a Lead Source dropdown to opportunities with Web, Referral and Event, and tell me when a deal is won.
Track lead source and alert on won deals
Change #3, medium risk, proposed by the assistant
Waiting for approval- +Add selection field “Lead Source” to Opportunity
- +Create workflow “Notify on won” when Status becomes Won
- ✓Schema and permissions validated
- ✓Tried in a throwaway test run against your data
- ✓Ledger still balanced, no negative stock
Approve and applyReject