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Core Creative (Reports (tasks (Tasks for today, Week, Overdue, Task owner)…
Core Creative
Reports
Five ways
Project hours
Opps Won/Lost (# & $)
Leads converted (# & $)
Leads not converted (# & $)
tasks
Tasks for today
Week
Overdue
Task owner
Invoices
Due by date range
By Customer
Dashboard
Invoice Management
Send invoice
Create Invoice
Due date
Paid
Overdue
send to Xero
CRM
Customer Fields
Contact name
position
Address
contact number
Business name
Email Address
Notes
Vertical
Attachments
capture link to In Design program
Time stamp
uploaded by
Leads
contact Status
not contacted
connected
Can not reach
Lead owner
Notes
Convert to Opportunity
Project name
Date
Due Date
Status
Pending
in progress
Completed
Won/Lost
Deal Value
Notes
Opportunity Owner
Tasks
Due date
Completed
Reminder
Assign task
calendar update
task duration time
Won/Lost
Potential value
NPS (Net Promoter Score)
Calculations
Passive (Score 7-8)
Detractor (score 0-6)
promoter (score 9-10)
Score
Previous Score
Current Score
Correspondence
capture all emails inbound and out agaisnt customer record
Type
Website
Capture eqnuiry info