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CRM Setup - TODO List

From Catglobe Wiki
Revision as of 03:17, 15 December 2009 by Catglobe (talk | contribs)
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