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Alessa Project CRM Module - Coggle Diagram
Alessa Project CRM Module
Products
Product Category
VRF System
Fan Coil Units
Packaged units
Chiller Based
Chillers
Air Handling Units
Convention
Multi-fan
Air Conditioning
Mono-Block
Split A/C
Ventilation
Domestic Appliances
Price
ID
Leads
ID
Project Name
Date
Location of the project
Lead Status
Lost
Converted to opportunity
Not Reachable
Feasibility
Sector
Healthcare/ Malls
Industrial
Hospitality
Hypermarkets/ Supermarkets
Commercial/ Educational Institutions
Residential
Governmental
Source
Partner Referral
Client Referral
Self generated
Marketing Campaigns
RFQ
Incoming Inquiry
Account
MEP Offices
Owner/ Developer
Main contractor
Consultant
Sub-contractor
Kitchen Specialist
A/C Dealer
Project Size
Medium
Big
Small
Mega
Project Type - Detailed name that falls under the sector
Expected Completion Date
Contact Account Full Name
Opportunities
Project Name
ID
Date
Expected Spec-In date
Booking date
Invoicing date
Opportunity created
Estimated Project Revenue
Factor of decision
Project Status
Booked/Won
Spec-in approval
Shortlisted
On-Hold
Canceled
Job in Hand
Negotiation
Agreeing
Awarded to another customer
Lost
Fully Invoiced
Account Name
Probable Revenue
Project Stage
Tendering (Presales/quoations)
Construction ( project sales/bookings)
Design
Commissioning (actual dollar value/Invoices)
Contacts
Position
Full Name
Contact Info
Activities
Date
Status
completed
Upcoming
Scheduled
ID
Activity Type
Email
Call
Task
Follow Up
Quotation
Design
Users
Name
ID
Reporting to
Role
Sales
Managerial
Engineering
Position
Design Engineer
Application Engineer
Sales Engineer
Sales Executive
Telesales
Team Leader
Projects Sales Director
Sector
Hospitality
Healthcare/Malls
Commercial
Hypermarkets/ Supermarkets
Residential
Industrial
Government
Quotation
Quantity
Product Model
Discount factor and margin
Status
Sent
Confirmed
Canceled
Created
Lost
Expiry Date
Quotation creation Date
Name
ID
Price List
Account
Account name
ID
Account Type