_README

Customer Relationship Management (CRM) System

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Overview

About

Data Structures and Types

Structures:

• Email Address:
  • Primary
  • Secondary
  • Valid
  • Domain
• Phone Number:
  • Country Code
  • Area Code
  • Phone Number
• Address
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip
  • Country
• Industry
• Technology
• Title
• Contact Type

Types:

• Text
• Password
• Email
• Phone
• Number
• Currency
• List
• Boolean
• Date
• URL
• File
• Calculated

Entities

• Users

• Roles

• Contacts

  • People
  • Companies
  • Services

• Clients

• Products

• Services

• Interactions

  • Call
  • Email
  • Social Media
  • Meeting
  • Note
  • Mail
  • SMS
  • Task

CRM Entities

• Contact: a “Contact” is a record of a person with an established relationship with No Clocks; whether its a customer, prospect, affiliate, or partner. Contacts have “Accounts” associated with them.
• Company:
• Case

Sales Entities

• Lead: a “Lead” is a record of a person who might convert into a customer or client, but they do not have an established relationship with our organization yet.
• Account: B2B Accounts for prospects and customers
• Opportunity: Represents a pending deal or activity that has the potential to generate revenue.
• Quote
• Proposal

Activity Entities

• Call
• Email
• Social Media
• Meeting
• Note
• Mail
• SMS
• Task

Custom Entities

• Campaign

Notes

• How to record states (i.e. “Texas” vs. “TX”)
• How to record phone numbers (i.e. 1234567890 vs +1 (123) 456-7890)
• How to specify job titles (i.e. CEO vs. Chief Executive Officer)

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Appendix

Note created on 2024-05-01 and last modified on 2024-05-01.

Backlinks

LIST FROM [[_README]] AND -"CHANGELOG" AND -"03-AREAS/CRM/_README"

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(c) No Clocks, LLC | 2024