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Proposed
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Category 5
Category 4
Migrate to new finance system
Category 7
Category 5
Category 6
Digital transformation initiative
Category 4
Category 2

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Associated Project
Task
Priority
Deadline
Status
Assigned To
Complete
1
Task 1
Medium
2/16
Not started
Complete
Implement CRM
5
Purchase the CRM platform
Medium
2/29
In progress
Will Myer
Complete
Set up the CRM platform
Medium
3/7
Not started
Kenda Scott
Complete
Create training plan for CRM
Medium
3/14
Not started
June Cleaver
Complete
Host CRM training sessions
Medium
3/28
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June Cleaver
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Create training documents
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3/28
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Kenda Scott
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Message Board

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CRM Options
Hey everyone - what do you think about these CRM options? CRM 1 CRM 2 CRM 3
Title
CRM Options
Project
Implement CRM
Message
Hey everyone - what do you think about these CRM options?
CRM 1
CRM 2
CRM 3
Posted By
Kayla Jett Taras
Posted On
2/26/2024, 6:09 PM

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Implement CRM
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Time Tracking

Date range:
Everything

Total time spent:
7 hrs 17 secs

New Time Entry
Time Logged By Project
7

All Time Logged
7
Project
Person
Work Item
Time Spent
Beach cleanup initiative
2
Kayla Jett Taras
2
3 hrs
Implement CRM
1
Kayla Jett Taras
1
Identify a CRM platform
2 hrs
2 hrs
Implement CRM
2
Kayla Jett Taras
2
Deliverable 1
0 hrs
Deliverable 1
2 hrs
2 hrs
7 hrs


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