XYZ CRM

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XYZ CRM by Mind Map: XYZ CRM

1. Clients

1.1. 2.2.1 Reports

1.1.1. 2.2.1.1 Timesheets

1.1.2. 2.2.1.2 No of Deliverable completed

1.1.3. 2.2.1.3 No of tasks completed

1.1.4. 2.2.1.4 Tracker

1.2. 2.2.3 Operations Activity

1.2.1. 2.2.3.1 Operations Supervisor

1.2.2. 2.2.3.2 Current Activity (Live Feed)

1.2.3. 2.2.3.3 Notes

1.2.4. 2.2.3.4 Company Activities

1.2.5. 2.2.3.5 Feedback and Survey Form (Side Bar)

1.3. 2.2.2 Client Account (Hyperlink to Client’s Profile)

1.3.1. 2.2.2.1 Job Description (Stay on the VA’s Page)

1.3.2. 2.2.2.2 Business and People Goals (Stay on the VA’s Page)

2. Virtual Assistant

2.1. 2.2 Existing Virtual Assistants

2.1.1. 2.2.2 Client Account (Hyperlink to Client’s Profile)

2.1.1.1. 2.2.2.1 Job Description (Stay on the VA’s Page)

2.1.1.2. 2.2.2.2 Business and People Goals (Stay on the VA’s Page)

2.1.2. 2.2.3 Operations Activity

2.1.2.1. 2.2.3.1 Operations Supervisor

2.1.2.2. 2.2.3.2 Current Activity (Live Feed)

2.1.2.3. 2.2.3.3 Notes

2.1.2.4. 2.2.3.4 Company Activities

2.1.2.5. 2.2.3.5 Feedback and Survey Form (Side Bar)

2.1.3. 2.2.4 Test Results Tab

2.1.3.1. 2.2.4.1 List of Tests Taken

2.1.3.2. 2.2.4.2 Results of Test Taken

2.1.3.3. 2.2.4.3 Recommendation per Test

2.1.3.4. 2.2.4.4 Overall Recommendation

2.1.4. 2.2.1 Reports

2.1.4.1. 2.2.1.1 Timesheets

2.1.4.2. 2.2.1.2 No of Deliverable completed

2.1.4.3. 2.2.1.3 No of tasks completed

2.1.4.4. 2.2.1.4 Tracker

3. Supervisor

3.1. 1.2 Existing Clients

3.1.1. 1.2.1 Business Information

3.1.1.1. 1.2.1.1 Company Name

3.1.1.2. 1.2.1.2 Nature of Business

3.1.1.3. 1.2.1.3 Location

3.1.1.3.1. 1.2.1.3.1 Business Address

3.1.1.3.2. 1.2.1.3.2 Billing Address

3.1.1.4. 1.2.1.4 Website

3.1.1.5. 1.2.1.5 List of Contacts

3.1.1.5.1. 1.2.1.5.1 Contact Person

3.1.1.5.2. 1.2.1.5.2 Email Address

3.1.1.5.3. 1.2.1.5.3 Telephone Number

3.1.1.5.4. 1.2.1.5.4 Skype

3.1.2. 1.2.2 List of Virtual Assistants (Hyperlink to VA)

3.1.2.1. 1.2.2.1 Masterlist of Virtual Assistant Designation

3.1.2.2. 1.2.2.2 Email Addresses

3.1.2.3. 1.2.2.3 Skypes

3.1.2.4. 1.2.2.4 Phone Number

3.1.2.5. 1.2.2.5 Shift

3.1.2.6. 1.2.2.6 Latest Evaluation

3.1.2.7. 1.2.2.6.1 iCourse Evaluation

3.1.2.8. 1.2.2.6.2 Attendance

3.1.3. 1.2.3 Operations Activity (Discuss with Operations Team)

3.1.3.1. 1.2.3.1 Operations Supervisor

3.1.3.2. 1.2.3.2 Current Activity (Live Feed)

3.1.3.3. 1.2.3.3 Notes

3.1.3.4. 1.2.3.4 Feedback and Survey Form (Side Bar)

3.1.4. 1.2.4 Generated Profile

3.1.4.1. 1.2.4.1 Job Title

3.1.4.2. 1.2.4.2 General Description

3.1.4.3. 1.2.4.3 Key Responsibilities

3.1.4.4. 1.2.4.4 Tools Needed

3.1.4.5. 1.2.4.5 Preferred Schedule

3.1.4.6. 1.2.4.6 Required Skills and Experience

3.1.4.7. 1.2.4.7 Preferred Skills and Experience

3.1.4.8. 1.2.4.8 Test Project Instructions

3.1.4.9. 1.2.4.9 Insert Option to Change

3.1.5. 1.2.5 Documents

3.1.5.1. 1.2.5.1 Service Agreement

3.1.5.1.1. 1.2.5.1.1 Terms and conditions

3.1.5.2. 1.2.5.2 Agreed Price

3.1.5.3. 1.2.5.3 Shift Schedule

3.1.5.4. 1.2.5.4 Leaves

3.1.5.5. 1.2.5.5 Performance Appraisal

3.1.6. 2.2.1 Reports

3.1.6.1. 2.2.1.1 Timesheets

3.1.6.2. 2.2.1.2 No of Deliverable completed

3.1.6.3. 2.2.1.3 No of tasks completed

3.1.6.4. 2.2.1.4 Tracker

3.2. 2.2 Existing Virtual Assistants

3.2.1. 2.2.1 List of Finalized VA's

3.2.1.1. 2.2.1.2 View Resume

3.2.1.2. 2.2.1.3 View Portfolio

3.2.1.3. 2.2.1.4 Contact Information

3.2.2. 2.2.2 Client Account (Hyperlink to Client’s Profile)

3.2.2.1. 2.2.2.1 Job Description (Stay on the VA’s Page)

3.2.2.2. 2.2.2.2 Business and People Goals (Stay on the VA’s Page)

3.2.3. 2.2.3 Operations Activity

3.2.3.1. 2.2.3.1 Operations Supervisor

3.2.3.2. 2.2.3.2 Current Activity (Live Feed)

3.2.3.3. 2.2.3.3 Notes

3.2.3.4. 2.2.3.4 Company Activities

3.2.3.5. 2.2.3.5 Feedback and Survey Form (Side Bar)

3.2.4. 2.2.4 Test Results Tab

3.2.4.1. 2.2.4.1 List of Tests Taken

3.2.4.2. 2.2.4.2 Results of Test Taken

3.2.4.3. 2.2.4.3 Recommendation per Test

3.2.4.4. 2.2.4.4 Overall Recommendation

3.2.5. 2.2.5 Documents

3.2.5.1. 2.2.5.1 Job Offer

3.2.5.2. 2.2.5.2 SPS

3.2.5.3. 2.2.5.3 Training Evaluation

3.2.5.4. 2.2.5.4 Employees Contract

4. Recruiter

4.1. 1.1 Potential Clients

4.1.1. 1.1.1 Business Information

4.1.1.1. 1.1.1.5 List of Contacts

4.1.1.1.1. 1.1.1.5.4 Skype

4.1.1.1.2. 1.1.1.5.3 Telephone Number

4.1.1.1.3. 1.1.1.5.5 Other means of communication

4.1.1.1.4. 1.1.1.5.2 Email Address

4.1.1.1.5. 1.1.1.5.1 Contact Person (Separated from Business Information; Option to add more)

4.1.1.2. 1.1.1.4 Website

4.1.1.3. 1.1.1.3 Location

4.1.1.3.1. 1.1.1.3.2 Billing Address

4.1.1.3.2. 1.1.1.3.1 Business Address

4.1.1.4. 1.1.1.2 Nature of Business

4.1.1.5. 1.1.1.1 Company Name

4.1.2. 1.1.2 Generated Profile

4.1.2.1. 1.1.2.1 Job Title

4.1.2.2. 1.1.2.2 General Description

4.1.2.3. 1.1.2.3 Key Responsibilities

4.1.2.4. 1.1.2.4 Tools Needed

4.1.2.5. 1.1.2.5 Preferred Schedule

4.1.2.6. 1.1.2.6 Required Skills and Experience

4.1.2.7. 1.1.2.7 Preferred Skills and Experience

4.1.2.8. 1.1.2.8 Test Project Instructions

4.1.3. 1.1.3 Stages

4.1.3.1. 1.1.3.1 Checklist of Stages (to follow detail stages)

4.1.3.2. 1.1.3.2 Comment on Every Stage

4.1.4. 1.1.4 Documents

4.1.4.1. 1.1.4.1 Service Agreement (Self Generated)

4.1.4.1.1. 1.1.4.1.1 Terms and conditions

4.1.4.1.2. 1.1.4.1.2 Agreed Price/Quote (Calculator)

4.1.4.2. 1.1.4.2 Shift Schedule

4.2. 2.1 Potential Virtual Assistants

4.2.1. 2.1.1 Application forms available on Website

4.2.1.1. 2.1.1.1 Upload Picture

4.2.1.2. 2.1.1.2 Upload Resume

4.2.1.3. 2.1.1.3 Upload Portfolio

4.2.1.4. 2.1.1.4 Contact Information

4.2.2. 2.1.2 Test Tab

4.2.2.1. 2.1.2.1 List of Tests

4.2.2.1.1. 2.1.2.1.1 Upload New Test

4.2.2.1.2. 2.1.2.1.2 Edit Test

4.2.2.1.3. 2.1.2.1.3 Send Tests

4.2.2.2. 2.1.2.2 Results of Test Taken

4.2.2.2.1. 2.1.2.2.1 DAT/(a) Score

4.2.2.2.2. 2.1.2.2.2 16PF/(b)Score

4.2.2.2.3. 2.1.2.2.3 SCT/(c) Score

4.2.2.2.4. 2.1.2.2.4 Essay/(d) test

4.2.2.3. 2.1.2.3 Recommendation per Text (initial interview)

4.2.2.3.1. 2.1.2.3.1 Remarks/Comment

4.2.2.4. 2.1.2.4 Overall Recommendation(Panel)

4.2.2.4.1. 2.1.2.4.1 Remarks and Comment

4.2.3. 2.1.3 Potential Match Tab

4.2.3.1. 2.1.3.1 List of Potential Client Match

4.2.4. 2.1.4 Stages

4.2.4.1. 2.1.4.1 Current Status

4.2.4.2. 2.1.4.2 Next Step

4.2.4.3. 2.1.4.3 Notes

4.2.4.4. 2.1.4.4 Live Feed of Stages

4.2.5. 2.1.5 Documents

4.2.5.1. 2.1.5.1 Job Offer

4.2.5.2. 2.1.5.2 Endorsement Form(interview assessment form)

4.2.5.3. 2.1.5.3 Pre employment requirement

4.2.5.3.1. 2.1.5.3.1 Medical (X ray result,Stool,CBC,Urine & Pregnancy test)

4.2.5.3.2. 2.1.5.3.2 NBI Clearance or Police Clearance

4.2.5.3.3. 2.1.5.3.3 TOR

4.2.5.3.4. 2.1.5.3.4 CoE

4.2.5.3.5. 2.1.5.3.5 2x2 & 1x1 picture

4.2.5.4. 2.1.5.4 Training Evaluation

4.2.5.4.1. 2.1.5.4.1 iCourse Evaluation

4.2.5.5. 2.1.5.5 Employees Contract

5. Super Admin