Lee Emerson
Posts
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CRM Appointment Time
Measures should have 3 times. Leave Time, appt time, end time. Leave time can be auto calculated from store to home automatically
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CRM Mgr see all new for date range
As mgr, I want to see all comments, remarks, tasks put in for a date range like in cmm
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CRM Visually separate tasks, appointments
Task and appts in activities, make the line appointments & task and 2 different colors to easily tell apart like orange msg’s
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CRM Iphone Options
On iphone left 2 options will not slide over when in portrait mode, so they can't be seen or selected
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CRM Close Rates
Close rate % on won column header won/lostWon/won &lost & quotedWon/all opp
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CRM Deletes Opp's
Give Mgr level authorization to Delete opps-duplications, bogus ups etc
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CRM Favorite Product List
Add a favorites list of products to choose from in addition to recent
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CRM Returning customer
How is a returning customer (for the same sale, often takes 5-10 visits and calls) noted. This is vital to correctly calcutate the total $ potential & Close rate of all leads, whether walk in, LMS,...
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CRM Estimated Job Value
Est Job value field –make required and maybe green. Maybe make radio buttons500 1000 1500 2000 3000 4000 5000 7500 10000 15000 20000 30000 must be FAST & EASY
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CRM Next Step
Next step and date. Instead of a task. Choose Call, text, email, Quote, Negotiate, find product, on sale, finance offers, wait for a sale, etc. With an other field.Next Step This should be a requir...