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Mar 20th, 2019
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  1. RM Bugs
  2. Reporting - Different Languages
  3. Rn - Leads to Prospects
  4. RM Locations
  5. RN - Opportunities to Projects
  6. Regional Customers (Not Key Account) <- Sales Mgr
  7. Discuss Role Permissions
  8.  
  9.  
  10. Change Type & Industry List (List to be provided.
  11. RM Fax Field
  12.  
  13. Customer Management Information
  14. Add Customer Type - Key Account Or Not
  15. Status - Active
  16. Global Region - East, West, Rest of World if Key Type =+ Key Account = All
  17.  
  18. Cases
  19. Reports Time Spent on Case
  20.  
  21. Prospects
  22. Type & Industry
  23.  
  24. Opps to Opps relationship
  25. Add Volume potential (KG/Meter)
  26. Conversion between the VP
  27. Add Point of Contact
  28. Product Segment (List to be provided)
  29. Risk/Opp
  30. W/F to send out email for expected close - 3 days (recurring)
  31.  
  32. Product egments and sub-segments
  33. Cost/origin RN
  34. RM Contacts
  35.  
  36. Create Trials module, relate to Meetings & Opportunities
  37.  
  38. Look at report sent by Karl
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