Energy Efficiency Plan for CRM Contacts

Energy Efficiency Plan for CRM Contacts

I need to associate an energy plan to each contact in the CRM. You can think of an energy plan like an exercise plan, the trainer should select from a grand list a number of 'exercises' for the client. Each of these exercises is associated to a score that will be summed up to provide an overall potential score for each energy plan. Once the trainer has selected the 'exercises' for the contact, the plan should be associated to that contact (with the ability to add or delete new exercises). The exercises on this personal plan will need to be checked off once the contact has completed them. When they have completed an exercise the score for that exercise is tallied. Reports showing the total plan for the contact need to be generated (as well as reports showing progress and score so far). I also need a report that amalgamates all exercise plans so I can see status of all clients.


Budget : $1 | Duration : three weeks

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