Difference between revisions of "CRM Setup - TODO List"
m (Created page with '{| cellspacing="1" cellpadding="1" width="600" align="left" border="1" |- ! scope="col" | Priority ! scope="col" | Task ! scope="col" | Responsible ! scope="col" | Status |- | |…') |
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{| cellspacing="1" cellpadding="1" width="600" align="left" border="1" | {| cellspacing="1" cellpadding="1" width="600" align="left" border="1" | ||
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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 04:17, 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 |
