Workday CRM Management Features

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Management Features Manage your projects and talent in one system for empowered teams, satisfied clients, and increased profitability.

Leads

Clients

Employees

Leads are the potential customer of an

Clients are the active customers of the organization

An employee is an individual who agrees to offer

organization. These are mainly the queries dropped

who are listed under this subsection of the

their services in exchange for wages or other agree to compensation. This Employee section under the

in for the company to revert to in a promising

Customers module. This section records the data

manner such that the individual is convinced about

for each individual. It includes name, email, status,

HR Module offers space to record individuals'

the plans they have chosen.

creation date along with few more options which

required data which are saved in the organization's

include viewing, editing, and deletion.

database for future references

Leaves

Attendance

Holidays

Leaves Section compiles the combined data for the

The Attendance Section under the HR Module

The holiday section under the HR Module records

leaves taken by all the employees of the

compiles the entire attendance for the

the information available for official holidays as per

organization. This data can easily be viewed either

organization's employees in an easy-to-view

the company requirements. It includes holiday

as a list form or a calendar form.

format, It also offers the option to view the

details for National holidays, Festival Holidays, any

attendance record in member-view format which

company-centric holidays, weekends/off-days, etc.

can be chosen by the user as per their convenience.

Contracts

Projects

Tasks

The contract is a legally binding agreement that

A project is an undertaking, carried out individually

The Tasks sheet under the Work Module handles

defines and governs the rights and duties between

or collaboratively and possibly involving research or

information for all the tasks assigned to the team or

or among parties. It is legally enforceable when it

design, that is carefully planned to achieve a

individuals respectively. This section compiles all

meets the requirements of applicable law. It

particular aim.

the data for the tasks and thus, covers the overall

typically involves the exchange of goods, services,

progress of the chosen project. It records the

money, or a promise of any of these.

presented data in a tabular manner wherein it stores the task Title/Name, concerning Project, Due date, Members it is assigned to, the status of the task, and few additional options including, descriptive view, editing, and deletion.


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