Sales Portal 1.2.9

Sales Portal is a true Web Application that is designed to keep it simple and effective for Sales Managers and Sales Forces for sales force automation (SFA), as well as individual professional sales people, who do not have the time or resources to maintain traditional CRM system.

Main features:
- Maintenance over Data Migration options and Data Migration Tables added
- Prospect Import changes for territory and status id - see below
- Totally new Logic for outbound Emails - see below
- Import - added check box to check for duplicates, plus added to appConfig.xml for automated imports
- New Territories to default to Yes include in Information Portal reports
- Prospect Last Change date - now updated if notes, contact, sales action or campaign is added or updated
- New Search criteria added to work with prospects screen - see below
- Fixed a bug on return to Calendar from prospect detail screen

System requirements:
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Enhancements
- Add email draft id to sales actions
- add background processor that sends list of prospects with email draft to use to OP for automated email send
- note, op is changed to allow different emails for each prospect
Add automated campaign logic:
- 1. when you define sales action you define # of days between sales action
- 2. background processor that adds campaigns to prospects based on automated campaign date range and selection criteria
- sales actions - add flag to control if it displays on the prospect add sales action (display for Salesman flag)
- campaigns - add flag to control if it displays on the prospect add campaign (display for Salesman flag)
- Allow delete/change of sales action, even if assigned to prospects
- Allow delete/change of campaign, even if assigned to prospects.
- Help text on Insert/update sales actions
- Help text on Insert/Update automated campaigns.
- Help text on Insert/update email sales actions.
- Unsubscribe logic in Order Portal is changes, any prospects that unsubscribe the opt out date is passed back to sales portal and prospect is updated with opt out date
- All email selection logic will exclude any prospect where opt out date is filled out.
- automated campaigns - added ability to only select if prospect was created >= campaign start date
- completed sales actions - added sales action date.
- fix search error if you put in sales action date and there were no matches, pulled up all prospects(due to eliminate dup logic) 4/1/09
- Add a new field, Salesman Name to the autoresponder information sent with email . This is salesman first name, a space, plus salesman last name
- Automated Emails and Campaigns the 3 multiple selection fields (territory, lead source and status) did not clear when you selected new options. This is now fixed.
- Work with prospects searching. Added check box to territory, lead source and status. You can select prospects that do NOT have this field filled out.
- add in round robin logic.