Hello,
All our employees from all departments in our lending institution are part of the CRM. Our business is b2c and focused on an individual - his place of employment is only a field to us. Departments are identified and classified under roles and profiles.
At this time, we only use the lead module. This is where all employees operate.
A lead turns into a client within the lead module based on a status.
The following is the traversal of the lead on paper:
Web to Lead -> Screening -> Sales -> Verification -> Processing -> Releasing
Screening statuses:
- Contacted
- Not contacted
- Interested
- Not interested
- Forwarded to Sales
Sales:
- Asking for requirements
- Waiting for documents
Verification:
- XXX verification
- YYZ verification
- YYX verification
- Verification Complete
- Verification Denied
- Sent back to sales
- Approved and forwarded to processing
Processing:
- Waiting to receive post-dated checks
- Waiting for contract signing
Released:
As you can see, these are statuses of a lead and sub-statuses of each department.
How can I forge a bird's eye view of one lead, and a bird's eye view of the total database. Please help me figure out what you think we can do in the fields to accomplish this, and what needs to be done on the reports side. It would also be great if I can track the timestamps of all these departmental changes, and time the lead has stayed in such a status.
Thanks!
All creative input is much appreciated.