staff, mno, clients, bug fixes
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@@ -40,4 +40,27 @@ The Account Manager
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Referral
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Word of Mouth
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Marketing
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# Sam
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When we get a new client we fail to track various stages.
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Discussion/Business case analysis
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Business case approved
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i. Proceed to Document review
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No business case
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i. Archived
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Document Review
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Tech Dcoument
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Contract
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NDA if available
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Contract signing stage
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Partner signed
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Click Signed
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Fully Executed or
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Archived
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Integration
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Live
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This will mean a client will go through various stages before they can be a LIVE customer. This will no longer be categorized by input data or by process or Admin.
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