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> function list for SFA software system
function list for SFA software system
1. User Management
Verify user creation and deletion functionality.
Check role-based access control.
Ensure password reset and recovery options are available.
Test user profile management features.
2. Lead Management
Confirm lead capture from various sources.
Validate lead assignment and routing rules.
Test lead nurturing and follow-up capabilities.
Ensure lead status tracking and reporting.
3. Opportunity Management
Verify opportunity creation and editing functionality.
Check opportunity stages and conversion tracking.
Test forecasting and pipeline management features.
Ensure opportunity collaboration tools are available.
4. Account Management
Confirm account creation and management features.
Validate account segmentation and categorization options.
Test account history and activity tracking.
Ensure integration with external data sources.
5. Reporting and Analytics
Verify availability of standard and custom reports.
Check data visualization and dashboard functionalities.
Test export options for reports and data.
Ensure real-time analytics capabilities.
6. Integration and API
Confirm integration with third-party applications (e.g., CRM, ERP).
Validate API access and documentation.
Test data synchronization processes.
Ensure compatibility with existing systems.
7. Mobile Functionality
Verify mobile application availability and features.
Check offline access and data synchronization.
Test mobile user experience and navigation.
Ensure push notifications and alerts are functioning.
8. Security and Compliance
Confirm data encryption standards.
Validate compliance with industry regulations (e.g., GDPR, CCPA).
Test audit trails and logging capabilities.
Ensure user data privacy settings are configurable.
9. Training and Support
Verify availability of user training materials and resources.
Check support ticketing and resolution processes.
Test user feedback and suggestion mechanisms.
Ensure regular updates and maintenance schedules are communicated.
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