Hello,

I have another question about "best practice" with blueprint.

I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :)

I would like to map our lead processing and onboarding process in the Leads module. So not only up to the first contact, but also the further pre-selection, whether the people are suitable for us or want to work with us, can and are qualified for it.

To make contact, I have a blueprint workflow with NA-1 to NA-4 statuses.

If the lead is not reached on the first call, the system switches to NA-1. With NA-2, an automatic email goes out... and so on.

Now we have reached him, spoken to him and sent him a form to fill out. (The status field used for the blueprint then has the status “form sent”.

Now I also need another NA workflow in this step to track further availability.

If I now simply use the NA1-NA4 statuses of the blueprint status field again, then the mail would go out again at NA2, for example. 

My consideration:

A separate NA tracking field for each of the different steps (initial availability, forum form, trial collaboration).