56 lines
1.2 KiB
Markdown
Executable File
56 lines
1.2 KiB
Markdown
Executable File
# Pending features
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- Click Infrastructure
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- IP/Domains
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- Services
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- Server Overview
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# 2023-01
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# Client Management System (CMS)
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- list of customers with their Account Managers based on categories (filters)
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## Categories
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- - Prospective
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- - Live
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- - Inactive
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List of all Customers
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Categorized in
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i. Prospective
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ii. Live
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Against these Customers
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The Account Manager
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- Deadline Wednesday 11-01-2023 (2pm)
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# Client Details Editing flow
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- account manager edits
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- Effie, Charity, Approves
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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
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they can be a LIVE customer. This will no longer
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be categorized by input data or by process or Admin.
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<canvas width="600" height="200" style="width: 600px; height: 200px;"></canvas>
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