CRM Setup - TODO List: Difference between revisions
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! scope="col" | Priority | ! scope="col" | Priority | ||
! scope="col" | Task | ! scope="col" | Tab | ||
! scope="col" | Responsible | ! scope="col" | Task | ||
! scope="col" | Responsible | |||
! scope="col" | Deadline | |||
! scope="col" | Status | ! scope="col" | Status | ||
|- | |- | ||
| 1 | |||
| Appointment | |||
| duration is off-ed by 1 minute | |||
| | | | ||
Khanh | |||
| Wed 16/12/2009 | |||
| | | | ||
|- | |||
| 2 | |||
| Customer | |||
| Save customer | |||
| Loc | |||
| Wed 16/12/2009 | |||
| Working | |||
|- | |||
| 3 | |||
| Appointment | |||
| allow clicking on users in appointment rows | |||
| Khanh | |||
| Thu 17/12/2009 | |||
| | | | ||
|- | |||
| 4 | |||
| Customer - Contact Person | |||
| Register calls made: when - subject - notes (as journals) => use common mail subject initials: [REGISTER CALL] => also register to Company with Contact person name in the journal | |||
| Loc | |||
| Fri 18/12/2009 | |||
| | | | ||
|- | |- | ||
| 4 | |||
| Customer - Contact Person | |||
| Register emailing: when - subject - notes (as journals) => use common mail subject initials: [REGISTER EMAIL => also register to Company with Contact person name in the journal | |||
| Loc | |||
| Fri 18/12/2009 | |||
| | | | ||
|- | |||
| 5 | |||
| Customer - Contact Person | |||
| Add journal | |||
| Khanh | |||
| Wed 16/12/2009 | |||
| | | | ||
|- | |||
| 5 | |||
| Customer - Contact Person | |||
| View journal | |||
| Khanh | |||
| Wed 16/12/2009 | |||
| | | | ||
|- | |||
| 5 | |||
| Customer | |||
| View buying history | |||
| Mai | |||
| Fri 18/12/2009 | |||
| | | | ||
|- | |- | ||
| 6 | |||
| Customer - Contact Person | |||
| Add a button to sell a product to the client => add journals to company and contact person | |||
| Mai | |||
| Fri 18/12/2009 | |||
| | | | ||
| | |- | ||
| | | 6 | ||
| Customer - Contact Person | |||
| Add a button to send more information to a client => add journals to company and contact person | |||
| Mai | |||
| Fri 18/12/2009 | |||
| | | | ||
|- | |- | ||
| | | 7 | ||
| | | Appointment | ||
| | | add CATI appointment to the list | ||
| Khanh | |||
| Fri 25/12/2009 | |||
| | | | ||
|- | |- | ||
| | | 8 | ||
| | | Campaign | ||
| | | Use SQL to add a group of sales consultants as campaigns' interviewers (group using Company employees template) | ||
| Mai - Questionnaire | |||
| Fri 25/12/2009 | |||
| | | | ||
|- | |- | ||
| | | 99 | ||
| | | Customer - Contact Person | ||
| | | Call on campaign - show a list of campaign to select | ||
| Mai | |||
| Fri 25/12/2009 | |||
| | | | ||
|- | |- | ||
| | | 99 | ||
| | | Campaign | ||
| | | create questionnaire template | ||
| Khanh | |||
| Fri 25/12/2009 | |||
| | | | ||
|} | |} | ||
Revision as of 03:17, 15 December 2009
| Priority | Tab | Task | Responsible | Deadline | Status |
|---|---|---|---|---|---|
| 1 | Appointment | duration is off-ed by 1 minute |
Khanh |
Wed 16/12/2009 | |
| 2 | Customer | Save customer | Loc | Wed 16/12/2009 | Working |
| 3 | Appointment | allow clicking on users in appointment rows | Khanh | Thu 17/12/2009 | |
| 4 | Customer - Contact Person | Register calls made: when - subject - notes (as journals) => use common mail subject initials: [REGISTER CALL] => also register to Company with Contact person name in the journal | Loc | Fri 18/12/2009 | |
| 4 | Customer - Contact Person | Register emailing: when - subject - notes (as journals) => use common mail subject initials: [REGISTER EMAIL => also register to Company with Contact person name in the journal | Loc | Fri 18/12/2009 | |
| 5 | Customer - Contact Person | Add journal | Khanh | Wed 16/12/2009 | |
| 5 | Customer - Contact Person | View journal | Khanh | Wed 16/12/2009 | |
| 5 | Customer | View buying history | Mai | Fri 18/12/2009 | |
| 6 | Customer - Contact Person | Add a button to sell a product to the client => add journals to company and contact person | Mai | Fri 18/12/2009 | |
| 6 | Customer - Contact Person | Add a button to send more information to a client => add journals to company and contact person | Mai | Fri 18/12/2009 | |
| 7 | Appointment | add CATI appointment to the list | Khanh | Fri 25/12/2009 | |
| 8 | Campaign | Use SQL to add a group of sales consultants as campaigns' interviewers (group using Company employees template) | Mai - Questionnaire | Fri 25/12/2009 | |
| 99 | Customer - Contact Person | Call on campaign - show a list of campaign to select | Mai | Fri 25/12/2009 | |
| 99 | Campaign | create questionnaire template | Khanh | Fri 25/12/2009 |