I'm new to SugarCRM and SugarClub. My company is using the Enterprise 10.2 onsite edition. I have a question in regards to linking meetings to multiple modules. For instance, we have SDR(Sales Development Reps) that their entire job is to call leads to setup an appointment. Once call is finished and prior to creating meeting, they first convert the lead to a contact and account. Then from the contact record view they create the meeting for that individual and add our AE(Account Executives) as a guest. Once meeting webinar is done the AE marks as completed and, determining by interest level, the AE creates an opportunity for that contact. I want the Meeting to automatically link to the opportunity as well? Any thoughts on how this could be done, or would this cause issues I'm not seeing? Since I'm new and still learning, I loved to hear best practices and different ideas/solutions. The reason behind this, the AE wants to be able to see meetings associated to Opportunities when their in that view, as well see it from the contact level for SDRs to see as well. I don't want SDRs worrying about opportunities or creating them either. Also, it adds another step if they have to go in and link the meeting from the opportunities module, I want something more efficient.
