biz @ 60+ updates

Been working on the site. So far here is what has been done.

  1. Web design

  2. Pages

  3. Basic CRM

  4. when they fill up form, they receive confirmation link

  5. the system/CRM creates a record for them, initial status is “lead”, “pending” when they are sent confirmation email with link and “client” when they verify their email.

  6. once we deem the user to be clients, then we have the system create their own user accounts

  7. CRM has metabox for client info, notes,tasks, and the client’s company info: Company background, mission.vision, Goals & Targets and activities

Back To Top