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Creating customer

1. Will actual Teus get updated for active customers automatically??


2. What is region?
3. In sub-Industry, Mention None for relevant industries
4. Define contents of priority
5. Define primary contact
6. Define exec sponsor
7. Editing a present customer details is not user friendly
8. In address, there should be a check box to ascertain if Shipping and Invoicing address are same. An
9. Account controlled should be independent of present customers, Self should be there
Opportunity
10. Define opportunity type
11. Define diff b/w opportunity and customer name
12. Plz mention a default expiry date with fixed time frame, in addition to an optional expiry date to b
13. Expected revenue should be calculated automatically on the basis of Teus
address are same. And if they are, it should copy itself.

onal expiry date to be entered by Sales person


Daily Sales Tracker
Terminal Movement Movement Mode Upto 2-12-2010 2-1-2011

Gateway Rail (Dry) 0 142

Gateway Rail (Reefer) 0 0


Imports
CONCOR 40 0
Road 52 72
Total 92 214

GHH Gateway Rail (Dry) 0 0

Gateway Rail (Reefer) 28 76


Exports
CONCOR 12 0
Road 4 0
Total 44 76
EXIM GHH Total 136 290
Gateway Rail (Dry) 180 0
Imports Road 0 2
Total 180 2
SNL Gateway Rail (Dry) 238 0
Exports
Road 0 0
Total 238 0
EXIM SNL Total 418 2
EXIM TOTAL 554 292
Date:3-1-2011

Upto 2-1-2011 % change

142

0
72
214 133%

76

0
0
76 73%
290 113%

0
2
2 -99%

0
0
0 -100%
2 -100%
292 -47%

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