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