Workday CRM – Lead Management, Task Automation & Employee Productivity

1. Login Home Features Pricing Contact FEATURES Home / Features Management Features Manage your projects and talent in one system for empowered teams, satisfied clients, and increased profitability.    Leads Clients Employees Leads are the potential customer of an organization. Clients are the active customers of the organization An employee is an individual who agrees to offer These are mainly the queries dropped in for the who are listed under this subsection of the their services in exchange for wages or other agree company to revert to in a promising manner such Customers module. This section records the data for to compensation. This Employee section under the that the individual is convinced about the plans they each individual. It includes name, email, status, HR Module offers space to record individuals' have chosen. creation date along with few more options which required data which are saved in the organization's include viewing, editing, and deletion. database for future references    Leaves Attendance Holidays Leaves Section compiles the combined data for the The Attendance Section under the HR Module The holiday section under the HR Module records leaves taken by all the employees of the compiles the entire attendance for the organization's the information available for official holidays as per organization. This data can easily be viewed either employees in an easy-to-view format, It also offers the company requirements. It includes holiday as a list form or a calendar form. the option to view the attendance record in member- details for National holidays, Festival Holidays, any view format which can be chosen by the user as per company-centric holidays, weekends/off-days, etc. their convenience.    Contracts Projects Tasks The contract is a legally binding agreement that A project is an undertaking, carried out individually The Tasks sheet under the Work Module handles defines and governs the rights and duties between or collaboratively and possibly involving research or information for all the tasks assigned to the team or or among parties. It is legally enforceable when it design, that is carefully planned to achieve a individuals respectively. This section compiles all the meets the requirements of applicable law. It typically particular aim. data for the tasks and thus, covers the overall involves the exchange of goods, services, money, or progress of the chosen project. It records the a promise of any of these. presented data in a tabular manner wherein it stores the task Title/Name, concerning Project, Due date, Members it is assigned to, the status of the task, and few additional options including, descriptive view, editing, and deletion.    Time Logs Proposal Estimates The Time Logs panel under the Work Module mainly The proposal is mainly for Leads. This section holds Estimates are documentation concerning the focuses on recording the time required for the all the proposed budget along with the project expected monetary expenditure that might be spent individual task that is recorded in the database details that were presented by the lead. Once the while working on the project presented to the client which later adds together to calculate the total time proposal presented is approved, then it can be before proceeding. It allows a platform for the two logged in for projects individually. This section helps converted into a contract and the lead can be parties to decide, discuss, and negotiate on the in calculating the average of time taken to complete changed into a client. expenditures for the project before starting it. It also tasks when reports are generated for analysis. allows transparent conversations about the products and prices of products being consumed. It helps in avoiding future discrepancies between them as every step is discussed before its initiation.    Invoices Payments Credit Notes An invoice is a commercial document issued by a The payments section is mainly responsible for Credit Notes are the amount of an invoice that isn't seller to a buyer relating to a sale transaction and recording all the transactions made to the refunded but recorded in the database such that it is indicating the products, quantities, and agreed organization by the clients. The data is recorded in a redeemed by the client in their next prices for products or services the seller had tabular format for convenience. It records details invoice/payment. This is created when any paid provided to the buyer. The payment terms are such as the concerning project, invoice number, invoice is canceled for certain reasons then this is mentioned on the invoice. order number, amount, payment date, the status of not refunded instead it is converted into a credit payment along with editing, viewing, and deleting note which can be redeemed on the next payment. options. The data can be filtered depending on the project name, or status of the payment.    Expenses Products Orders Expenses are a few extra expenditures that an The products section mainly holds the Orders are mainly an instruction to buy or sell on a employee spends for the completion of tasks or information/list of the generic products/services that trading venue. The order module in the software projects concerning the organization. This section are sold by the company and can be directly bought records the list of all the received orders in a tabular records the expense data that employees feed in for by the clients as per their needs. These can be manner under the admin panel and orders that are redemption from the organization. It records the fed- directly bought by the client depending on their placed under the client panel. The tabular content in data in a tabular manner consisting of information requirements, these services can also be added to a contains all the necessary details regarding the such as item name, price, employee details, specific project taken up by the client. On every details including the order number, amount, order purchased from, purchased date, status, and a few purchase of product(s) offered by the organization, date, status, and other details. extra options including viewing, editing, and an invoice is generated. deletion.    Tickets Messages Notice Board Tickets are a source to raise any problem, query, A message is a form of communication containing Notice is a signed document that holds important incident-related discussion, or any point by information, news, advice, request, or some other and necessary information for all the concerned client/customer/employee which needs discussion. data sent by messenger via email, telephone, or members and Notice Board is a space that collects other means of communication. This space records all the notices in one space for all the members. It messages shared between two or more parties cumulated data in a tabular manner which has brief regarding any sort of information concerning the details when overviewed and detailed information organization or individuals. This space allows easy when accessed properly. The tabular data consists communication without using any third-party of the Notice Heading, Issued Date, Members platform instead within the same space as for other issued to, and extra features for editing and deletion. data organizations.  Report The reports section is a cumulative analysis for all the stored data in the system's database, and Task Report, Time Log Report, Finance Report, Income vs Expense Report, Leave Report, Attendance Report stores similar data for all the data stored concerning tasks alone. This section analyzes the input data and curates a proper evaluation for the data in a visual format i.e. a pie chart, making the understanding of the analyzed data easier. 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