Project Plans

Overview

You can create a project plan to plan complaint processing activities, lead management, marketing activities, and other business scenarios within the CRM and Marketing module.
The project plan consists of activities that have a hierarchical structure. This structure shows the project steps and their sequence. You need to schedule each activity by assigning a start date and a standard duration. You can also assign resources to perform project activities.

Creating Project Activities

  1. Go to CRM and marketing > Sales opportunities / Complaints.
  2. Open the required document.
  3. In the Sales opportunity / Complaint, click Project tasks at the top.
  4. Click Create.
  5. In the Project activity document, specify the Description.
  6. Assign Supervisor and Assignee users for the activity.
  7. Set the Planned state.
  8. Specify the goals and resources to perform the activity in the Goals field.
  9. Define the Planned start date and Planned duration in days.
  10. Click Save and close.
  11. Repeat the actions for other project activities to organize its structure.

Performing Project Activities

Once the project plan is created, you can start the execution of project activities.

Starting Project Activities

  1. Go to CRM and marketing > Sales opportunities / Complaints.
  2. Open the required document.
  3. In the Sales opportunity / Complaint, click Project tasks at the top.
  4. Open the required document.
  5. Update the Assignee if needed.
  6. Specify the Actual start date.
  7. Set the In progress state.
  8. Specify the Progress percentage.
  9. Click Save and close.

Monitoring Project Fulfillment

  1. Go to CRM and marketing > Sales opportunities / Complaints.
  2. Open the required document.
  3. In the Sales opportunity / Complaint, click Project tasks at the top.
  4. Open the required document.
  5. In the Project activity document, review the activity Goals.
  6. Update the Assignee if needed.
  7. Specify or update the Actual start date field.
  8. Set the In progress state or update it.
  9. Update the Progress percentage.
  10. Click Save and close.

Submitting Project Activity Completion

  1. Go to CRM and marketing > Sales opportunities / Complaints.
  2. Open the required document.
  3. In the Sales opportunity / Complaint, click Project tasks at the top.
  4. Open the required document.
  5. Specify outcomes in the Results field.
  6. Specify the actual End date.
  7. Set the Completed state.
  8. Enter 100 in the Progress percentage.
  9. Click Save and close.

Completing Project Activity

  1. Go to CRM and marketing > Sales opportunities / Complaints.
  2. Open the required document.
  3. In the Sales opportunity / Complaint, click Project tasks at the top.
  4. Open the required document.
  5. Set the Verified state.
  6. Select the Closed checkbox.
  7. Specify the feedback in the Results field.
  8. Click Save and close.

Suspending Project Activities

If the project is suspended or cancelled, you need to specify it in the system:
  1. Go to CRM and marketing > Sales opportunities / Complaints.
  2. Open the required document.
  3. In the Sales opportunity / Complaint, click Project tasks at the top.
  4. Open the required document.
  5. Set the Suspended state.
  6. Specify the reasons for the suspension in the Results field.
  7. Click Save and close.