Leopard CRM 2.0.0 Release Notes

on 06 Feb 08

Type: Release Notes     Category: System Options

  General
  - Various bug fixes
  - New design for dashboard screen
  - Quick add calendar item from the dashboard
  - Quick add event from the dashboard

  Sales:
  - Projected $ figure for a sale
  - Projected close date for sales
  - Graph for $ projections, targets
  - Actual closed $ figure for a sale
  - Have a % of how likely a sale is to close successfully
  - Temperature in the Sales status; eg. cool, warm and hot
  - Sales category (eg: related to products)
  - On View - Group sales items by: user, manager, category, heat

  Marketing:
  - Remove all from Marketing Campaign
  - Be able to group campaigns into specific events
  - Ability to delete someone from a marketing activity from the person screen
  - Marketing cost
  - Marketing category

  Projects:
  - Calendar displays projects by user colours
  - Projects on the calendar are only seen by the user assigned as project manager