Add account manager name added to the opportunity tile on Production Scheduler
Add a button right to the production scheduler that says add new opportunity (would add right into Dealer Loads pipeline, perhaps in the top right hand corner)
Add a small icon of a team logo based on the Account Manager. Ie. if it was Darren Brennan, he is part of Western Wildcats, Show that Icon?
Central Coyotes – Dale Cornell
Eastern Eagles – Marcus Hudon
Southern Sharks – Zachary Deayton
Western Wildcats – Darren Brennan
Grizzly Bears – Anthony Truan, Nikolai Truan and Joseph Link
As we grow these teams more will be added to each team. Logos attached.
Under Goal / Remainder, can we add Confirmed and list the total ( Confirmed = Total $ with Stage = Approved by Dealer)
// Can we make it so they can’t move cards for previous weeks, once a week is completed, they can’t move them around. Perhaps once a week is confirmed?
Can we make it so account managers can’t delete opportunities.
If opportunities are closed lost, can it send a weekly report listing those opportunities. If yes, we can get rid of the Closed Lost (Not Scheduled) column.
We can get rid of Commitment (Not Scheduled) and Forecast (Not Scheduled) columns as long as we can get a report daily that shows any opportunities in Dealer Loads that don’t have a Production Week assigned? Or else we could make that a required field.
Can we make the columns slightly wider so that the usability is better and wording is not as crammed.