 We have excel files to import, has Contact information with the Company details they work

with, also we need to add owners to all imported contacts and Accounts. The owner of the
contact should be who sent in the list.

 New dashboards and reports if they are not already OOB. 

o Number of meetings per salesperson each week, month, year.

o Number of calls per week per salesperson each week, month, year

o Number of new SALES Department customers added each week, month, year. 

o We will need to do this based on if the user who created the account was in the sales
department? 

o Weekly activities view per salesperson.

 Number of each activity drillable to that actual activity.

 Account Category – we would like to add a category on Accounts to determine if they are a
PUBLIC company or a PRIVATE company (Dropdown?).

o Create marketing lists for public and private accounts.

o Create Account views for public and private accounts (system view)

 Setup deduplication jobs so we can send to the administrative assistant each week to clean up
duplicates.