1/23/25 Meeting Notes
- Scott Zhuo
2/13/25 must go live with:
License Conversion - Alex
Need to convert users from a Salesforce license to a Salesforce Platform license.
Do one user first to ensure everything works properly, then do other users.
All license conversions should be done by the end of next week.
Review and Test - Alex
Current Process | New Process | Comments |
|---|---|---|
Leads | Contact Us? - Waseem | Web forms, credit applications, Should we use Zapier tool? @Waseem Khan Need a few different statuses, a lot of guidance for each status. Unqualfiy, or converted to an opportunity |
Opportunities/Tag and Title cases | Projects - Alex | leave projects open, until order, shipment, invoice, tag and title work is completed
|
Quotes | Sales Quotes | Movement to an On Hold bin??? |
Fields on the Opportunity | Allocation on SQ | Allocation will impact inventory availability |
Order | Sales Orders | SO will impact the Supply Plan |
Pickup Cases - Scott/Zak | Whse Shipments | from yard to delivery Record Type for Trailer for more fields vs. QC tasks vs another custom object |
| Sales Invoices |
|