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Leads Module Enhancements

Plan Outline Pri Assigned To Estimated Actual Progress Start End
#   Leads Module Enhancements (34 items)     -- -- --      
 1. 
  Lead Action Plans
             
 2. 
  In Progress Admin Support to create Lead Action Plans
High Ananth B. 4 Hours -- 70%     -- 
 3. 
  In Progress Leads Actions Plans subtab and supporting UI
High Ananth B. 25 Hours -- 60%     -- 
 4. 
  Leads Container sub-tabs
             
 5. 
  In Progress Display same fields as Contacts
High Ananth B. 8 Hours -- 70%     -- 
 6. 
  In Progress Display same sub-tabs as Contacts
High Ananth B. 6 Hours -- 70%     -- 
 7. 
  Lead Conversion
             
 8. 
  In Progress Add Messages to leads record that follows lead as it converts to a contact or account
High Ananth B. 8 Hours -- 70%     -- 
 9. 
  In Progress Add Documents to leads record that follows lead as it converts to a contact or account
High Ananth B. 8 Hours -- 70%     -- 
 10. 
  In Progress Add History to leads record that follows lead as it converts to a contact or account
High Ananth B. 8 Hours -- 70%     -- 
 11. 
  In Progress Add Opportunities to leads record that follows lead as it converts to a contact or an account
High Ananth B. 8 Hours -- 70%     -- 
 12. 
  In Progress Add Activities to leads record that follows lead as it converts to a contact or an account
High Ananth B. 8 Hours -- 70%     -- 
 13. 
  In Progress Allow leads to be added to existing Accounts as a Contact
High Ananth B. 8 Hours -- 70%     -- 
 14. 
  In Progress Convey "Additional Details" field from Leads object to Contact/Account object when lead is converted
High Ananth B. 6 Hours -- 70%     -- 
 15. 
  In Progress Convey "Comments" message to Contact/Account object when lead is converted
High Ananth B. 7 Hours -- 70%     -- 
 16. 
  New Fields For Leads/Contacts
             
 17. 
  Complete Add "Import Name" to lead/contact record Review all notes
High Joshua F. 3 Hours -- 100%     -- 
 18. 
  In Progress Add "website URL" field to Leads object and display in Lead details page
Normal Ananth B. 1 Hour -- 10%     -- 
 19. 
  In Progress Allow leads to be added to communications groups
High Ananth B. 16 Hours -- 60%     -- 
 20. 
  Batch operations on Leads
             
 21. 
  Selection methods
             
 22. 
  In Progress Build a list view via search criteria with checkboxes
High Ananth B. 6 Hours -- 70%     -- 
 23. 
  Operations
             
 24. 
  In Progress Batch delete
High Ananth B. 6 Hours -- 70%     -- 
 25. 
  In Progress Batch assign/reassign
High Ananth B. 6 Hours -- 70%     -- 
 26. 
  In Progress Batch convert
High Ananth B. 10 Hours -- 70%     -- 
 27. 
  Auto-Assign leads based on rules
             
 28. 
  Not Started Assign based on zip code, area code, state, territory
Normal Ananth B. 36 Hours --     -- 
 29. 
  Not Started Automatic alerts when Lead is reassigned
Normal Ananth B. 7 Hours --     -- 
 30. 
  Qualifying leads
             
 31. 
  Not Started Instead of designating a converted lead as "working", designate it as "qualified"
Normal Ananth B. 2 Hours --     -- 
 32. 
  Leads that are not qualified should be designated as "Disqualified"
             
 33. 
  Not Started When classifying a lead as "disqualified", the user should be forced to enter a reason by picking from a list box: e.g., Not reachable, not interested, lost to competitor, call back in 6 months
Normal Ananth B. 8 Hours --     -- 
 34. 
  Not Started Disqualified leads should be left in the system as read only until they are "reactivated" (either manually, or via a rule such as "try again in 6 months."
Normal Ananth B. 8 Hours --     -- 
  Est. Total Actual Total  

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