WCW CRM - Complete Feature List by Role & Permissions

QA Testing Checklist with Edge Cases

Last Updated: April 8, 2026
System: WCW Frontend (PBAC Migration Ready)
Total Roles: 4 | Total Modules: 17 | Total Features: 80+

System Roles Overview

Role ID	Role Name	Access Level	Type	Description
1	Admin	Super	Administrative	Full system access, all features, user/permission management
2	Sales Rep	Standard	Operational	Field sales operations, own customer/activity data, read-only reports
3	Inside Rep	Standard	Operational	Office-based sales, customer management, order processing
4	Manager	Super	Administrative	Team oversight, approval workflows, region management, reporting

Super Access Roles: Admin, Manager
Standard Roles: Sales Rep, Inside Rep

📋 FEATURE CHECKLIST BY MODULE

1. AUTH MODULE (Authentication & Authorization)

Status: 🟡 In Development
Implemented Permissions: ✓ Partial
PBAC Ready: ✓ Yes

Features

| Role | Can Execute | Permissions | Status | Notes | |——|————-|————-|——–|——-| | All | ✓ Yes | None (public) | ✅ Working | Works for all roles |

Checklist:

Edge Cases:

Test: Very long email (1000+ chars) - should reject or trim
Test: Special characters in email - should validate format
Test: Rapid login attempts - should rate limit
Test: Simultaneous logins from multiple locations - should handle
Test: Login with expired credentials - should reject
Test: Case-insensitive email handling
Test: Logout clears all session data
Test: Session timeout after inactivity (30+ mins)

1.2 Session Management

| Role | Can Execute | Permissions | Status | Notes | |——|————-|————-|——–|——-| | All | ✓ Yes | session.manage | 🔴 Not Implemented | Token validation needed |

Checklist:

FAIL: Invalid token redirects to login
FAIL: Expired token triggers refresh
FAIL: Token refresh maintains user state
FAIL: Multiple tabs sync session state
FAIL: Logout from one tab logs out all tabs

Edge Cases:

Test: Token manipulation - should reject
Test: Token used across devices - should work or reject per policy
Test: Concurrent API calls with same token
Test: Mixed HTTP/HTTPS requests with token
Test: CORS with token in different domain

1.3 Logout

| Role | Can Execute | Permissions | Status | Notes | |——|————-|————-|——–|——-| | All | ✓ Yes | None | 🟠 Partial | Token cleared but no backend revocation |

Checklist:

PASS: Token removed from localStorage
PASS: User redirected to login page
PASS: Cannot access protected routes
PASS: “Logout” button visible in sidebar/menu
FAIL: Token revoked on backend
FAIL: Refresh token also cleared

Edge Cases:

Test: Logout during API request - should cancel request
Test: Logout with unsaved form data - should warn user
Test: Fast double-click logout - should handle gracefully
Test: Logout then immediate login - should work
Test: Browser tab close triggers auto-logout

1.4 Permissions Management (PBAC Setup)

Checklist:

FAIL: Admin can view all permissions
FAIL: Admin can assign permissions
FAIL: Manager can assign to team members
FAIL: Permission changes take effect immediately
FAIL: Permission audit trail logged

Edge Cases:

Test: Revoking own permissions - should warn
Test: Trying to grant permissions you don’t have - should reject
Test: Bulk permission assignment - should validate all
Test: Circular permission dependencies - should detect
Test: Permission grant during user offline period

2. DASHBOARD MODULE

Status: 🟢 Working
Implemented Permissions: ✓ Partial
PBAC Ready: ✓ Yes

Features

2.1 Dashboard View/Display

Checklist:

PASS: Admin sees all metrics
PASS: Admin sees all regions
PASS: Manager sees team data only
PASS: Sales Rep sees own region data
PASS: Inside Rep sees office data only
PASS: Widgets load without errors
PASS: Charts render correctly
PASS: Data refreshes on interval (5 mins)

Edge Cases:

Test: Dashboard with no data - should show placeholder
Test: Extreme large datasets (10k+ records) - should paginate
Test: Switching regions rapidly - should debounce
Test: Network offline - should show cached data
Test: Permissions change while viewing - should refresh

2.2 Dashboard Filters

Checklist:

PASS: Region filter shows only accessible regions
PASS: Date range filter works
PASS: Filter state persists in URL
PASS: Clear filters button resets all

Edge Cases:

Test: Filter combination that yields no results
Test: Filter with invalid date range
Test: Rapid filter changes - should debounce
Test: Filter persistence after logout/login

2.3 Dashboard Refresh

| Role | Can Execute | Permissions | Status | Notes | |——|————-|————-|——–|——-| | All | ✓ Yes | dashboard.refresh | ✅ Working | Auto + Manual |

Checklist:

PASS: Auto-refresh every 5 minutes
PASS: Manual refresh button works
PASS: Refresh doesn’t lose filter state
PASS: Loading indicator shows during refresh

Edge Cases:

Test: Refresh with pending API calls
Test: Multiple rapid refreshes - should debounce
Test: Refresh with network latency (3s+)
Test: Refresh triggers permission check

3. CUSTOMERS MODULE

Status: 🟢 Working
Implemented Permissions: ✓ Yes (Partial)
PBAC Ready: ✓ Yes

Features

3.1 View Customers List

Checklist:

PASS: List displays correctly
PASS: Pagination works (50 per page)
PASS: Search filters by name/email
PASS: Sort by column (name, date, revenue)
PASS: Sales Rep sees only own customers
PASS: Manager sees team customers
PASS: Admin sees all customers
PASS: Customer count badge accurate

Edge Cases:

Test: Search with special characters (e.g., @, #, %)
Test: Search with very long query (500+ chars)
Test: Pagination with fewer items than page size
Test: Sort with null/empty values
Test: Filter by date range spanning multiple years
Test: Export 10,000+ customers - memory/timeout

3.2 Create Customer

Checklist:

PASS: Create form displays all required fields
PASS: Email validation works (must be valid format)
PASS: Phone validation works (format check)
PASS: Duplicate email rejected
PASS: Required fields enforced
PASS: Customer created successfully
PASS: Sales Rep can assign to themselves only
PASS: Manager can assign to any team member
PASS: Confirmation message shown

Edge Cases:

Test: Create with very long company name (255+ chars)
Test: Create with international phone numbers
Test: Create with email variations (+tags, subdomains)
Test: Create with duplicate name but different email
Test: Create then immediately edit
Test: Create with all fields populated vs minimal fields
Test: Form cancel should prompt unsaved changes warning
Test: Rapid form submission - should debounce/prevent

3.3 View Customer Details

Checklist:

PASS: Detail page loads without errors
PASS: All customer fields displayed
PASS: Related contacts shown
PASS: Related opportunities shown
PASS: Activity timeline shown
PASS: Notes/comments section functional
PASS: Cannot view other user’s customer (if access controlled)

Edge Cases:

Test: Customer with 100+ related records
Test: View deleted customer (should show 404 or archived)
Test: View customer during data update
Test: View with very long notes/descriptions

3.4 Edit Customer

Checklist:

PASS: Edit form pre-populates data
PASS: Can update company name
PASS: Can update contact info
PASS: Can update region
PASS: Cannot edit another user’s customer
PASS: Edit audit trail recorded
PASS: Success notification shown

Edge Cases:

Test: Edit customer while another user editing
Test: Edit with blank required fields - should reject
Test: Edit email to existing customer’s email - should reject
Test: Edit then cancel - data restored
Test: Edit with very large data upload

3.5 Delete Customer

Checklist:

PASS: Delete confirmation dialog shown
PASS: Warning if customer has related records
PASS: Cascade delete handled properly
PASS: Delete audit logged
PASS: Cannot delete own customer (Sales Rep)

Edge Cases:

Test: Delete customer with 1000+ related transactions
Test: Delete with pending orders/commitments
Test: Undo delete functionality (if supported)
Test: Attempt double-delete same customer

3.6 Customer Search & Filtering

| Role | Can Execute | Permissions | Status | Notes | |——|————-|————-|——–|——-| | All | ✓ Yes | customer.search | ✅ Working | Scoped to access |

Checklist:

PASS: Search by name
PASS: Search by email
PASS: Search by phone
PASS: Filter by region
PASS: Filter by status (active/inactive)
PASS: Filter by created date
PASS: No results message shown properly

Edge Cases:

Test: Search with wildcards (*, %)
Test: Search with SQL injection attempts - should escape
Test: Search with 0 results - pagination handling
Test: Search performance (1000+ results)

4. CONTACTS MODULE

Status: 🟢 Working
Implemented Permissions: ✓ Yes
PBAC Ready: ✓ Yes

Features

4.1 View Contacts List

Checklist:

PASS: List displays all contacts
PASS: Pagination works
PASS: Search by name/email/phone
PASS: Sort by columns
PASS: Filter by contact type
PASS: Filter by engagement level

Edge Cases:

Test: Contact without email/phone
Test: Contact associated with deleted customer
Test: Very old contact (5+ years) - should still display
Test: Bulk operations on 1000+ contacts

4.2 Create Contact

Checklist:

PASS: Create form displays
PASS: Required fields validated
PASS: Email format validated
PASS: Phone format validated
PASS: Cannot create duplicate email per customer
PASS: Primary contact only once per customer

Edge Cases:

Test: Create contact for non-existent customer
Test: Create with all optional fields empty
Test: Create with extremely long middle name
Test: Create then immediately delete

4.3 Edit Contact

Checklist:

PASS: Edit form pre-populates
PASS: Can change primary contact status
PASS: Can update all fields
PASS: Cannot edit other rep’s contact

Edge Cases:

Test: Change primary to another contact
Test: Edit during concurrent user editing
Test: Edit deleted contact (should 404)

4.4 Delete Contact

Checklist:

PASS: Confirmation shown
PASS: Cannot delete primary contact (if in use)
PASS: Delete recorded in audit log

Edge Cases:

Test: Delete contact with 100+ related notes
Test: Delete last contact for customer

5. OPPORTUNITIES MODULE

Status: 🟡 Partial
Implemented Permissions: ✓ Yes
PBAC Ready: ✓ Yes

Features

5.1 View Opportunities

Checklist:

PASS: List displays all opportunities
PASS: Pipeline visualization works
PASS: Status filter shows all stages
PASS: Amount filter works (range)
PASS: Date filter works

Edge Cases:

Test: Opp with $0 amount
Test: Opp with very large amount (999999999)
Test: Opp spanning multiple years
Test: Drag-drop between pipeline stages

5.2 Create Opportunity

Checklist:

PASS: Create form displays
PASS: Amount validation (must be > 0)
PASS: Probability validation (0-100%)
PASS: Expected close date required
PASS: Pipeline stage defaults correctly

Edge Cases:

Test: Create with probability > 100%
Test: Create with past expected close date
Test: Create with decimal amount (.99)
Test: Create with very long description

5.3 Edit Opportunity

Checklist:

PASS: Edit amount updates total
PASS: Edit probability updates weighting
PASS: Stage change tracked
PASS: Audit logged

Edge Cases:

Test: Edit closed opportunity
Test: Edit during concurrent edit
Test: Edit to invalid stage

5.4 Delete/Close Opportunity

Checklist:

PASS: Can mark as won
PASS: Can mark as lost
PASS: Reason for loss (if lost)
PASS: Revenue recognized on won

Edge Cases:

Test: Close without reason
Test: Reopen closed opportunity

6. TASKS MODULE

Status: 🟡 Partial
Implemented Permissions: ✓ Partial (non-admin only)
PBAC Ready: ✓ Yes

Features

6.1 View Tasks

Checklist:

PASS: Manager sees team tasks
PASS: Sales Rep sees own tasks
PASS: Admin cannot view (restriction correct)
PASS: Due date shown
PASS: Priority indicator visible
PASS: Filter by status

Edge Cases:

Test: Task without due date
Test: Overdue task handling
Test: Completed task archival
Test: Task assigned to multiple users

6.2 Create Task

Checklist:

Edge Cases:

Test: Create with past due date
Test: Create without description
Test: Create with 10,000 character description

6.3 Edit/Complete Task

Checklist:

PASS: Mark completed
PASS: Change priority
PASS: Change due date
PASS: Add notes on completion

Edge Cases:

Test: Complete already completed task
Test: Edit closed task (should block or archive)

6.4 Delete Task

Checklist:

PASS: Manager can delete team tasks
PASS: Confirmation shown
PASS: Soft delete (archive) vs hard delete

Edge Cases:

Test: Delete completed task
Test: Delete with related notes

7. COMMITMENTS MODULE

Status: 🟢 Mostly Working
Implemented Permissions: ✓ Yes
PBAC Ready: ✓ Yes

Features

7.1 View Commitments

Checklist:

PASS: List displays
PASS: Filter by date range
PASS: Sort by date created
PASS: Status indicator (pending/completed/overdue)

Edge Cases:

Test: Commitment spanning multiple years
Test: List with 10,000+ commitments

7.2 Create Commitment

Checklist:

PASS: Type field present (call, email, meeting, etc.)
PASS: Due date required
PASS: Associated with customer/contact
PASS: Notes field present

Edge Cases:

Test: Past due date commitment
Test: Very long description (10k chars)

7.3 Mark Completed

Checklist:

PASS: Mark as complete
PASS: Record completion date
PASS: Add completion notes

Edge Cases:

Test: Mark already completed
Test: Completion notification sent

8. CALENDAR MODULE

Status: 🟠 Issue - Mock Data
Implemented Permissions: ✓ Partial
PBAC Ready: ✓ Yes
Known Issue: Uses hardcoded September 2025 data

Features

8.1 View Calendar

Checklist:

FAIL: Calendar API not called (using mock)
FAIL: Shows backend data, not mock
FAIL: Proper month/year displayed
FAIL: Navigation between months works

Edge Cases:

Test: Leap year Feb 29
Test: DST transitions
Test: Calendar in different timezones

8.2 Create Meeting

Checklist:

FAIL: Create meeting form
FAIL: Set date and time
FAIL: Associate with customer
FAIL: Meeting saved to backend

Edge Cases:

Test: Overlapping meetings
Test: All-day event

9. SCHEDULE MODULE

Status: 🟡 Partial
Implemented Permissions: ✓ Yes (non-admin)
PBAC Ready: ✓ Yes

Features

9.1 View Schedule

Checklist:

PASS: Weekly view works
PASS: Monthly view works
PASS: Day view works
PASS: View other team members (Manager only)

Edge Cases:

Test: Schedule with recurring events
Test: Schedule with all-day events

9.2 Create/Edit Schedule Entry

Checklist:

PASS: Create entry form
PASS: Set time slot
PASS: Add description
PASS: Mark type (meeting, call, etc.)

Edge Cases:

Test: Overlapping time slots
Test: Cross-timezone scheduling

10. TARGETS MODULE

Status: 🟢 Mostly Working
Implemented Permissions: ✓ Yes
PBAC Ready: ✓ Yes

Features

10.1 View Targets

Checklist:

PASS: Target list displays
PASS: Progress bar shown
PASS: Current vs target amount
PASS: Filter by period (month, quarter, year)

Edge Cases:

Test: Target with $0 amount
Test: Over-target scenarios
Test: Historical targets (past periods)

10.2 Create/Edit Target

Checklist:

PASS: Create form displays
PASS: Target amount required
PASS: Period selection (M/Q/Y)
PASS: Assign to user/team

Edge Cases:

Test: Overlapping target periods
Test: Target editing during active period
Test: Retroactive target changes

11. DAILY ALERTS MODULE

Status: 🟢 Working
Implemented Permissions: ✓ Yes
PBAC Ready: ✓ Yes

Features

11.1 View Alerts

Checklist:

PASS: Alert list displays
PASS: Categories shown (overdue, follow-up, etc.)
PASS: Badge count accurate
PASS: Sort by priority

Edge Cases:

Test: Large alert volume (1000+ alerts)
Test: Stale alerts (10+ days old)

11.2 Dismiss/Manage Alerts

Checklist:

PASS: Dismiss alert
PASS: Mark as resolved
PASS: Snooze alert (5 mins, 1 hour, 1 day)
PASS: Alert removed from count

Edge Cases:

Test: Snooze then dismiss
Test: Re-alert after snooze period

12. GLOBAL SETTINGS MODULE

Status: 🟠 Partial
Implemented Permissions: ✓ Partial
PBAC Ready: ✓ Yes

Features

12.1 View Settings

Checklist:

PASS: Admin sees all settings
PASS: Manager sees team settings only
PASS: Settings load without errors

Edge Cases:

Test: Settings with large data (1000+ configs)

12.2 Modify Settings

Checklist:

PASS: Admin can change all settings
PASS: Manager limited scope
PASS: Changes saved
PASS: System updated with new settings

Edge Cases:

Test: Conflicting settings
Test: Invalid setting values

13. REGIONS MODULE

Status: 🟠 Partial
Implemented Permissions: ✓ Partial
PBAC Ready: ✓ Yes

Features

13.1 View Regions

Checklist:

PASS: List displays
PASS: Filtered to access scope
PASS: Shows team members count

Edge Cases:

Test: Region with 1000+ team members

13.2 Manage Regions

Checklist:

PASS: Add region (Admin only)
PASS: Edit region
PASS: Assign team members
PASS: Delete region

Edge Cases:

Test: Delete region with customers
Test: Reassign region members

14. GROUPS MODULE

Status: 🟠 Partial
Implemented Permissions: ✓ Partial
PBAC Ready: ✓ Yes

Features

14.1 View Groups

Checklist:

PASS: List displays
PASS: Member count shown
PASS: Created date shown

14.2 Create/Edit Groups

Checklist:

Edge Cases:

Test: Delete group with 1000+ members
Test: Concurrent member additions

15. USER MANAGEMENT MODULE

Status: 🟠 Partial
Implemented Permissions: ✓ Yes (Partial)
PBAC Ready: ✓ Yes

Features

15.1 View Users

Checklist:

PASS: User list displays
PASS: Shows role, region, status
PASS: Filter by role
PASS: Sort by name/email

Edge Cases:

Test: List with 10,000+ users

15.2 Create User

Checklist:

PASS: Create form displays
PASS: Email required and must be unique
PASS: Name required
PASS: Role selectable (all roles available)
PASS: Region selectable
PASS: Email validation works

Edge Cases:

Test: Create with duplicate email
Test: Create with invalid email format
Test: Create with very long name

15.3 Edit User

Checklist:

PASS: Admin can edit all fields
PASS: Manager can edit team user details
PASS: Cannot change own role
PASS: Cannot change admin to lower role

Edge Cases:

Test: Self-edit (own user)
Test: Edit user during concurrent session

15.4 Deactivate/Delete User

Checklist:

PASS: Admin can deactivate user
PASS: Confirmation required
PASS: Cannot delete own account
PASS: Data reassignment option shown

Edge Cases:

Test: Deactivate user with pending tasks
Test: Reassign data then delete

15.5 Manage Permissions (PBAC)

Checklist:

FAIL: Grant permissions to users
FAIL: Revoke permissions
FAIL: View user permissions
FAIL: Permission matrix editor
FAIL: Audit trail of permission changes

Edge Cases:

Test: Grant permission user doesn’t have themselves (should warn)
Test: Revoke own critical permission (should warn)

16. SUBSCRIPTION MODULE

Status: 🟠 Issue - Verification Disabled
Implemented Permissions: ✓ Partial
PBAC Ready: ✓ Yes

Features

16.1 View Subscription Status

| Role | Can Execute | Permissions | Status | Notes | |——|————-|————-|——–|——-| | Admin | ✓ Yes | subscription.view | 🟠 Partial | All | | Manager | ✓ Yes | subscription.view | 🟠 Partial | Own | | Sales Rep | ✓ Yes | subscription.view | 🟠 Partial | Own | | Inside Rep | ✓ Yes | subscription.view | 🟠 Partial | Own |

Checklist:

FAIL: Subscription status shows
FAIL: Email verification status
FAIL: Plan details shown

Known Issues:

Email verification workflow disabled

16.2 Manage Subscription

Checklist:

FAIL: Change plan
FAIL: Cancel subscription
FAIL: Update billing info

17. LAYOUT MODULE

Status: 🟢 Working
Implemented Permissions: ✓ Yes
PBAC Ready: ✓ Yes

Features

Checklist:

PASS: Navigation menu displays
PASS: Admin sees all menu items
PASS: Sales Rep sees only accessible items
PASS: Menu items link to correct pages
PASS: Active page highlighted

Edge Cases:

Test: Very long user name in header
Test: Mobile menu collapse/expand
Test: Menu with 100+ items (shouldn’t occur)

17.2 Header/Breadcrumbs

| Role | Can Execute | Permissions | Status | Notes | |——|————-|————-|——–|——-| | All | ✓ Yes | ui.view | ✅ Working | |

Checklist:

PASS: Breadcrumbs show current navigation
PASS: Can click breadcrumbs to navigate
PASS: User profile icon visible
PASS: Logout from menu

17.3 Responsive Design

| Role | Can Execute | Permissions | Status | Notes | |——|————-|————-|——–|——-| | All | ✓ Yes | ui.responsive | ✅ Working | Desktop, tablet, mobile |

Checklist:

PASS: Desktop layout (1920px)
PASS: Tablet layout (768px)
PASS: Mobile layout (375px)
PASS: No horizontal scroll
PASS: Touch-friendly buttons

Edge Cases:

Test: Very small screens (320px)
Test: Ultra-wide monitors (3840px)
Test: Screen rotation (mobile)

📊 SUMMARY TABLE BY MODULE

Module	Status	Working	Partial	Not Impl	PBAC Ready	Notes
Auth	🟡	✓	✓	🔴	Yes	Session mgmt needs work
Dashboard	🟢	✓	✓		Yes	Fully functional
Customers	🟢	✓	✓		Yes	All CRUD working
Contacts	🟢	✓	✓		Yes	All CRUD working
Opportunities	🟡	✓	✓		Yes	Mostly working
Tasks	🟡	✓	✓		Yes	admin restricted
Commitments	🟢	✓	✓		Yes	Fully functional
Calendar	🔴		🟡	🔴	Yes	Mock data issue
Schedule	🟡	✓	✓		Yes	admin restricted
Targets	🟢	✓	✓		Yes	Mostly functional
Daily Alerts	🟢	✓	✓		Yes	Fully functional
Global Settings	🟠	✓	✓		Yes	Limited scope
Regions	🟠	✓	✓		Yes	Partial implementation
Groups	🟠	✓	✓		Yes	Partial implementation
User Management	🟠	✓	🟡	🔴	Yes	PBAC framework ready
Subscription	🟠		🟡	🔴	Yes	Verification disabled
Layout	🟢	✓	✓		Yes	Fully functional

Legend:

🟢 = Fully Working
🟡 = Partial/Issues
🔴 = Not Implemented
🟠 = Partial Implementation

🎯 PRIORITY FIXES FOR QA AUDIT

Critical (Blocking Production)

Calendar Module - Replace mock data with backend API calls
Authentication - Implement token refresh and invalidation
Subscription - Fix email verification process
Permission Framework - Complete PBAC implementation across all modules

High Priority (Should Fix Before Release)

Session Management - Add proper timeout and concurrent session handling
User Deletion - Add data reassignment workflow
Permission Audit - Add audit logging for all permission changes

Medium Priority (Nice to Have)

Task Admin Restriction - Document why admin can’t view tasks
Region Filtering - Ensure all modules respect region boundaries
Performance - Optimize large dataset handling (1000+ records)

✅ TESTING EXECUTION GUIDE

For Each Module:

Login as each role and verify module visibility
Check feature list against permissions matrix
Execute CRUD operations for each role
Test edge cases from checklist
Verify PBAC permissions are enforced
Record results in checklist

Pass Criteria:

✅ All “PASS” items complete
✅ At least 80% of “edge cases” pass
❌ “FAIL” items documented (expected for unimplemented features)
✅ No security breaches (unauthorized access prevented)

Test Automation:

Use provided Playwright test suite for regression
756 tests cover all modules
Run before every release
Update edge case tests quarterly

Document Status: Ready for QA
Last Updated: April 8, 2026
Next Review: After PBAC migration (Target: April 15, 2026)

WCW CRM - Complete Feature List by Role & Permissions

QA Testing Checklist with Edge Cases

System Roles Overview

📋 FEATURE CHECKLIST BY MODULE

1. AUTH MODULE (Authentication & Authorization)

Features

1.1 Login

1.2 Session Management

1.3 Logout

1.4 Permissions Management (PBAC Setup)

2. DASHBOARD MODULE

Features

2.1 Dashboard View/Display

2.2 Dashboard Filters

2.3 Dashboard Refresh

3. CUSTOMERS MODULE

Features

3.1 View Customers List

3.2 Create Customer

3.3 View Customer Details

3.4 Edit Customer

3.5 Delete Customer

3.6 Customer Search & Filtering

4. CONTACTS MODULE

Features

4.1 View Contacts List

4.2 Create Contact

4.3 Edit Contact

4.4 Delete Contact

5. OPPORTUNITIES MODULE

Features

5.1 View Opportunities

5.2 Create Opportunity

5.3 Edit Opportunity

5.4 Delete/Close Opportunity

6. TASKS MODULE

Features

6.1 View Tasks

6.2 Create Task

6.3 Edit/Complete Task

6.4 Delete Task

7. COMMITMENTS MODULE

Features

7.1 View Commitments

7.2 Create Commitment

7.3 Mark Completed

8. CALENDAR MODULE

Features

8.1 View Calendar

8.2 Create Meeting

9. SCHEDULE MODULE

Features

9.1 View Schedule

9.2 Create/Edit Schedule Entry

10. TARGETS MODULE

Features

10.1 View Targets

10.2 Create/Edit Target

11. DAILY ALERTS MODULE

Features

11.1 View Alerts

11.2 Dismiss/Manage Alerts

12. GLOBAL SETTINGS MODULE

Features

12.1 View Settings

12.2 Modify Settings

13. REGIONS MODULE

Features

13.1 View Regions

13.2 Manage Regions

14. GROUPS MODULE

Features

14.1 View Groups

14.2 Create/Edit Groups

15. USER MANAGEMENT MODULE

Features

15.1 View Users

15.2 Create User

15.3 Edit User

15.4 Deactivate/Delete User