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
