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New Requiremnet - 02272018
New Requiremnet - 02272018
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.
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?
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 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.