Content

General info

Epic focuses on managing and updating the statuses of processes within the CRM. This epic encompasses the functionality to change the status of a process at various stages and locations within the CRM system. The ability to update statuses helps maintain accurate and up-to-date information about each process, ensuring effective tracking and management.

NA Processes Statuses Flow

https://lucid.app/lucidchart/8fc96ec5-12dd-4827-a441-0bcce7e3a45b/edit?invitationId=inv_55dcd5a8-bec4-47ab-acb9-31405c97ae8a&referringApp=slack&page=0_0#

https://lucid.app/lucidchart/f8e1006b-b94d-4ebc-81af-b807c77a5076/edit?viewport_loc=-874%2C72%2C4665%2C2706%2C0_0&invitationId=inv_516ef38d-042c-4b4a-ac51-962a941b9076

User stories

• Story 1.6.2.1. CRM. Statuses of the process
• Story 1.6.2.2. CRM. Process. Restriction to change statuses after deactivation
• Story 1.6.2.3. CRM. Process. Implementation of Detailed Rejection Reasons with Additional Textboxes (Manual Rejected by Company)
• Story 1.6.2.4. CRM. Processes. Status change. Modal window in finished processes
• Story 1.6.2.5. CRM. Processes. Add new staff when saving contact information in sharing
• Story 1.6.2.6. CRM. Processes. Cancellation Status