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CFM CRM MODULES (Accounts (Status (Active, At Risk, Early Warning, Warning…
CFM CRM MODULES
Accounts
ID
Channel Type
Distributor
Client
Classification
Mega
Large
Medium
Small
Industry Type
Parent Account
Sub-Account 1
Sub-Account 2
Source
Status
Active
At Risk
Early Warning
Warning
Lost
Lead
Prospect
Account Class Type
Class A
Class B
Class C
Class D
Cash Customer
Name
Products
Family
Item Group
Name
Unit of Measure
ID
Department
Crown Bake
Crown Mills
Value-Added vs Commodity
List Price
Opportunities
Name
ID
Status
Date
Value in USD
Sales Stage
Activities
Date
Status
Completed
Upcoming
ID
Activity Type
Task
Call
1st Meeting
Follow Up Meeting
Regular Meeting
Users
Name
Position
ID
Department
Techno-Commercial
Account Management
Contacts
Role
Name
Position