create a sales management portal
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项目预算$30 - $250 USD
Title: Sales Management Portal
This is a conceptual design for a company’s sales pipeline database portal, at which sales staff enter clients’ information into pipeline by keeping logs of contacts and activities, opportunities and proposals, and eventually projects. The portal enables management to oversee works and track progresses, and in the meantime to interact with and provide guidance to sales staff timely.
This portal should have a responsive design so it will adjust to diverse resolutions, making it easy for users to navigate the portal on their own devices.
In this design document, a few simplified illustrations help students visualize and easily grasp the project concept. Students should conduct application requirement gathering and definition of database, and they should work out a detailed design specification on their own. Students also are encouraged to add new functionalities or innovative features to their applications.
The Sales Management Portal should have, but not limited to, the features and functionalities as below
1. Search: allows users to staff find clients by names, either on complete or partial match. 2. A filter for browsing: can shorten list and separate prospects from current clients. 3. A sign-in form 4. Manager console: Managers can create user accounts, view and update entries, leave comments on entries, and send messages to staff, etc. 5. Pipeline reports: Managers should also be able to run various reports such as lists of prospects, reports of opportunities or proposals by dates, sales projections by month or by salesperson, project tracking, etc.
Features described in this document may require, but not limited to, the following advanced technical knowledge and skills for:
HTML programing and CSS styling Responsive design User authenticate and authorization SQL database and programming Site navigation Application of state and cookies Validation controls API and Web service programming Test and debug
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