CRM Section:

CRM > Leads:

Anna Boss

Maya Bently

Bill Zack

Sue Delfonte

Harry Potter

Samwise Gamgee

Mia Legolas

Aya Bayati

CRM > Deals:

Ad campaign for Jim Juice

eCommerce Site for ShoeNorth

New Consulting Deal for harry

New Website for Amazon

CRM > Customers:

ShoeNorth

Abizon

Appde

CRM > Contacts:

Nancy

Brian

Legolas

Sherlock

Sales Section:

Sales > Products:

Consultant Services

LCD TV

MacBook Pro

Marketing Services

SEO Optimization

Web Design

Sales > Goals:

- Increase number of leads by 5%

Sales > Estimates:

- EST-000001

Sales > Proposals:

- PRO-000001

- PRO-000002

- PRO-000003

- PRO-000004

Sales > Contracts:

- Website Design Contract for Amazon

Sales > invoices:

- INV-000001

Sales > Expenses:

- Software

Sales > Credit Notes:

- CN-000001

Marketing Section:

Marketing > Forms & Lead Magnets:

- Market Report - Lead Magnet - Inbound

- (switch to Forms) Form to Lead 1 - Market Report PDF Lead Magnet

Marketing > Email & Messages:

- ClearCRM Market Report Lead Magnet Download email

- (switch to SMS) Hi there SMS 1

Marketing > Marketing Segments:

- Form to Lead - New

- US Leads - Filtered

Marketing > Automation Builder:

- New Lead Follow-up with Lead Magnet

Marketing > Marketing Settings > Email & SMS Templates:

- Fitness

- Valentine Day Sale

- Black Friday Offer

- Black Friday Deal

- Thanks Subscriber

- Happy Birthday

- Branding

- (switch to SMS Templates) Hi there SMS 1

Marketing > Marketing Settings > Lead Scoring

- Opens An email +15

- Downloads an Asset +45

Service Section:

Service > Support Tickets:

- Help me with Login

Projects Section:

Projects > Projects List:

- Website Redesign

Projects > Tasks:

- Define Project Scope & Objectives

- Content Audit & Strategy

- Competitive Analysis & User Research

- Create Project Plan & Information Architecture

- Review Marketing campaign

- Develop Wireframes & User Flows

- Build Interactive Prototype Usability Testing

- Design Mockups & Style Guide

- Send a new quote to Samwise at ExampleCo

- Send plan details and draft contract

- Document all requirements for ShoeNorth eCom