How to extend SuiteCRM’s sales funnel functionality using PHP

How to use PHP to extend the sales funnel function of SuiteCRM

Introduction:
SuiteCRM is a powerful open source CRM (Customer Relationship Management) system that is widely used in the sales and marketing fields. It provides rich functions and customized extensions, allowing users to customize according to their business needs.

One of the very useful features is the Sales Funnel. Sales Funnel is a process management tool that helps sales teams understand sales stages, follow up with customers and predict sales revenue. This article will introduce how to use PHP to extend the sales funnel function of SuiteCRM and provide some practical code examples.

Step 1: Create a funnel
Module is required to create a sales funnel in SuiteCRM. We can create a module named "Sales Funnel" through the following code example and set the required fields:

$module = BeanFactory::newBean('Opportunities');
$module->module_name = 'Sales Funnel';
$module->singular_module_name = 'Sales Funnel';
$module->table_name = strtolower($module->module_name);
$module->object_name = strtolower($module->module_name);
$module->new_schema = true;

$module->disable_row_level_security = true;
$module->security_group = 'studio';
$module->module_group = 'Sales';

$fields = array(
    'name' => array(
        'name' => 'name',
        'type' => 'varchar',
        'len' => 100,
        'required' => true,
    ),
    'amount' => array(
        'name' => 'amount',
        'type' => 'currency',
        'required' => true,
    ),
    // 其他字段省略
);

$module->field_defs = $fields;

$module->create_table();

Step 2: Modify the layout
In SuiteCRM, each module has a layout (Layout) file defines how to display data and forms on the CRM interface. We can modify the layout of the "Sales Funnel" module through the following code example:

$viewdefs['Module']['base']['layout']['funnel'] = array(
    'type' => 'simple',
    'components' => array(
        array(
            'view' => 'record',
            'label' => 'LBL_FUNNEL_RECORD',
            'redirect_url' => '?module=Module&action=DetailView&record=',
        ),
        array(
            'view' => 'list',
            'label' => 'LBL_FUNNEL_LIST',
            'preview' => array(
                'enabled' => true,
                'limit' => 5,
            ),
            'context' => 'funnel-list',
        ),
    ),
);

Step 3: Turn on the funnel function
In SuiteCRM, the function of turning on and off the module needs to be configured through the management interface. We can add the "Sales Funnel" module to the navigation bar and menu through the following code example:

$admin = new Administration();
$admin->retrieveSettings();

if (!$admin->settings['enable_funnel']) {
    $admin->settings['enable_funnel'] = true;
    $admin->saveSettings();
}

if (!$admin->settings['list_view_modules']) {
    $admin->settings['list_view_modules'] = array();
}
$admin->settings['list_view_modules'][] = 'Sales Funnel';
$admin->saveSettings();

Step 4: Custom functions
SuiteCRM provides a wealth of hooks (Hook) and events (Event) Mechanism to customize the functionality of the module. We can add a hook in the "Sales Funnel" module through the following code example, which is triggered when the completion status of the sales opportunity changes:

function funnel_after_save(RowUpdate &$update) {
    if ($update->getNewValue('sales_stage') == 'Closed Won') {
        // 销售机会已完成
        // 写入相关业务逻辑
    }
}

$hook_array['after_save'][] = array(
    1,
    'funnel_after_save',
    'custom/modules/Module/funnel_hook.php',
    'funnel_hook',
    'funnel_after_save'
);

Conclusion:
Through the above steps, we can use PHP to extend SuiteCRM Sales funnel functionality to effectively manage sales processes and sales forecasts. Developers can further customize and expand this function based on actual business needs. I hope this article will help you understand and apply the sales funnel function of SuiteCRM.

Reference materials:

• SuiteCRM official documentation: https://docs.suitecrm.com/
• SugarCRM developer documentation: https://support.sugarcrm .com/Documentation/Sugar_Developer/

The above is the detailed content of How to extend SuiteCRM’s sales funnel functionality using PHP. For more information, please follow other related articles on the PHP Chinese website!