PEOPLE
People
This category provides person contact information to the user. The user will be able to perform following actions on this category.
Add person
Edit personThe user required to click on a person contact in order to edit/view contact in detail. A model will appear on the screen with editable details of the contact. Following actions can be perform in model
Edit person name
Edit label
Transfer ownership of contact
Link/Unlink/Switch organization
Edit/ Add email address
Edit/Add phone number
Select visibility group
Display an overview of deals (Number of closed deals and open deals)
Display deals linked with person (When user click on a deal, user is able to viewthe deal in detail)
Create a deal linked to the person
Display followers linked with person
Add follower to the person contact
Delete person contact
Add a note
Add a task25
Send an email
Attach files from computer
Display a vertical timeline (Same as deal vertical timeline with person relateddata)
Filter person contacts
NEED TO BE ABLE TO CUSTOMIZE ATTRIBUTE FIELDS AND VIEW
ORGANIZATIONS
Organization
This category provides organization contact information to the user. The user will be able to perform following actions on this category.
Add organization
Edit organizationThe user required to click on an organization contact in order to edit/view contact in detail. A model will appear on the screen with editable details of the contact. Following actions can be perform in model
Edit organization name
Edit label
Edit address
Transfer ownership of contact27
Select visibility group
Display an overview of deals (Number of closed deals and open deals)
Display deals linked with organization (When user click on a deal, user is able toview the deal in detail)
Create a deal linked to the organization
Display people linked with organization
Add people to the organization contact
Delete organization contact
Add a note
Add a task
Send an email
Attach files from computer
Display a vertical timeline (Same as deal vertical timeline with organizationrelated data)
Filter person contacts
PIPELINE
THE PIPELINE IS SIMPLY A STATUS VIEW FOR EACH ORGANIZATION