CRM Enhancement - Account & Stakeholder Management

Add field types

Field

Level

Purpose

Stakeholder Owner

Contact

Who owns this relationship

Account Owner

Company

Who owns the client overall

Opportunity Owner

Deal

Who is chasing the work

Rules

One owner per stakeholder
Roll-up reporting by owner
Dashboard by owner showing:
Meetings logged
Open opportunities
At-risk accounts
KPIs set by management per stakeholder to ensure accurate follow up. Ie: Milan from Suncorp once a month , Jarryd every week etc…