CRM tool

Company WorkXpress Application Description CRM application presents a better way to manage a complex sales process. Entities (called “opportunities”) are moved through a pipeline logging notes, queuing up next activities, recording qualification and forecasting criteria.

Managers can look at aggregate data or individual data about quantity of sales activity, forecasts, and pipeline advancement.
Built by Various
Hours to build 200
Internal or Commercial Pubicly available
This is the main view users see when they log in. They can change the calendar view by clicking on the different options.
One day at a time
One week at a time (the view in this screenshot
Shows a week with a daily schedule for each day
Month view
Here a user can edit all the details for an opportunity and keep track of interactions and progress.
Users can make a task list and use various filters to focus on the project at hand.
application example - crm.txt · Last modified: 2016/09/14 14:19 (external edit)
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