staff, mno, clients, bug fixes

This commit is contained in:
Kwesi Banson
2023-05-08 10:13:03 +00:00
parent 903c1703b9
commit f2279bd13a
49 changed files with 3260 additions and 6511 deletions

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@@ -40,4 +40,27 @@ The Account Manager
Referral
Word of Mouth
Marketing
# Sam
When we get a new client we fail to track various stages.
Discussion/Business case analysis
Business case approved
i. Proceed to Document review
No business case
i. Archived
Document Review
Tech Dcoument
Contract
NDA if available
Contract signing stage
Partner signed
Click Signed
Fully Executed or
Archived
Integration
Live
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.