Required Details To Build Crm System_ram.docx

Activity Management Appointment: Required Fields: New Creation: Subject, Customer, Primary Contact, Employee Responsible, Sales Unit, Start date & time, End date & time, Status After Save and open: Priority, Attendees, Notes

Task: Required Fields: New Creation: Subject, Customer, Primary Contact, Employee Responsible, Sales Unit, Start date & time, End date & time, Assigned to, Status After Save and open: Priority, Notes

Phone call: Required Fields: New Creation: Subject, Customer, Primary Contact, Employee Responsible, Sales Unit, Start date & time, End date & time, Status, Direction After Save and open: Priority, Attendees, Notes

Lead Required Fields: New Creation: Subject, Customer, Primary Contact, Employee Responsible, Sales Org, Start date, End date, Status. After Save and open: Priority, Notes, Product Tab to select product, Activity tab to create task, phone call, appointment, Involved Parties.

Opportunity Required Fields: New Creation: Subject, Customer, Document Type, Primary Contact, Employee Responsible, Sales Org, Sales Office, Distribution Channel, Division, Start date, Close date, Status, Sales Phase After Save and open: Priority, Notes, Lead ID, Product Tab to select product, Activity tab to create task, phone call, appointment, Involved Parties.

Sales Quote Required Fields: New Creation: Subject, Customer, Document Type, Primary Contact, Employee Responsible, Sales Org, Sales Office, Distribution Channel, Division, Valid from date, Valid to date, Status. After Save and open: Priority, Notes, Lead ID, Opportunity ID, Product Tab to select product, Activity tab to create task, phone call, appointment, Involved Parties.

Sales Order Required Fields: New Creation: Subject, Customer, Document Type, Primary Contact, Employee Responsible, Sales Org, Sales Office, Distribution Channel, Division, Date, Status. After Save and open: Priority, Notes, Lead ID, Opportunity ID, Quote ID, Product Tab to select product, Activity tab to create task, phone call, appointment, Involved Parties.

NOTE: If we can keep Document Flow in all of these screens it will be more good.

Master Data Customer, Product Category, Product, Employee (Fields as same as LMS system). Apart from this we need to design one more master data screen for maintaining company hierarchy structure. Below screenshot is for your perusal.