Structure des bases de données Notion.
E-learning startup
record creation
record creation
record creation
content creation
content creation
key attribute
{Sprintbook} OR {Groupbook}
key attribute {email}
internal, educational
process
TOOLS:
public for student
manual
Deals (transactions,
info requests...)
business
Customers' business
cards
Feedbacks
Notion page
template
key attribute {Deal}
key attribute {Deal}
key attribute {Sprintbook}
key attribute {Groupbook}
record creation
content creation
Perconal courses
sprintbooks
Group courses
groupbooks
record creation
content creation
key attribute {email}
key attribute {email}
Ania Bondarenko
key attribute
{Sprintbook} OR {Groupbook}
Homeworks tracking
record creation
Tutors/Experts
record creation
content creation
Meetings
record creation
.@-. -
.
LinkedIn
Brief d'une MVP du service de bookcrossing
Define the problem
Les gens ont
des livres lus
en langue
étrangère qui
servent pas
Data Bases
How will users use our solution?
visiteur
Les gens ont du
mal à trouver
les livres en
langue
étrangère
consulter la
base des livres
chercher un
livre
lecteur
demander de
l'aide
d'moderateur
Une bibliothèque en ligne
entre particuliers pour des
livres de langues
étrangères rares (prêt/don)
recevoir les
demandes
d'aide via email
créer un
compte
consulter le compte d'un
prêteur et le contacter via
email/phone
se
connecter/mdp
oublié
se rencontrer
pour récupérer
un livre
notification si le
livre est gardé plus
de 2 semaines
supprimer
l'annonce
après un don
/vente
changer le statut de livre,
d'un user
modérateur
type
nome prénom
email
Téléphone
localisation
about me
description pour
modérateur
terms d'utilisation et
GDPR signee
users
livres
User stories. As a moderateur/visiteur/prêteur/lecteur I want to...
avoir un signe
de mon rôle
modérateur
sur le compte
Users (rôles)
association
des
expatriés
locaux
communauté
des
apprenants
d'une langue
étrangère
Écrans principaux
Création d'un compte/
connexion/ signature
terms GDPR
signer les
termes
d'utilisation
et GDPR
trouver le livre
(disponible)
par mot de clé
créer le
profil
Consulter
les profils
des
prêteurs
compte utilisateur
lecteur/prêteur
Page d'accueil (les
dernières livres)
trouver le livre
(disponible) par
langue/tag/ville/
type d'annonce
prêts
changer le
statut après un
prêt
rendre/
récupérer le
livre
gérer sa bibliothèque
ajouter, éditer un livre
prêteur
Value proposition
Associations
mettre le livre en favori
Auteur
Titre
langue
tag
description
photo
statut
type - donne, vente, prêt
listes de
favorites
se
connecter
Restaurer
mon mot
de passe
contacter
modérateur
liste des livre
(recherche)
demander
de l'aide
(envoyer
un email)
voir ma
liste de
livres avec
les statuts
Enregistrer un
livre(auteur,
titre, langue,
description,
photo)
notif. après 2
semaines
passées (il est
ou ton livre?)
Éditer
les livres
changer
le statut
d'un livre
voir ma
liste de
livres en
lecture
Consulter les
contacts d'un
prêteur sur
l'annonce
supprimer
les livres
ajouter le
livre dans
les
favorites
recevoir les
notifications email
après 2 semaines
passées (il est
l'heur de rendre
une livre)
livre (prêteur)
livre (lecteur)
livre (favoris)
association
livre (favorits)
favoreur (celui qui met en
favorites)
prêteur
lecteur
favoreur (celui qui met
en favorites)
Backlog
page modérateur
page produit
pouvoir
réserver le
livre qui est
en lecture
page utilisateur
(vue externe)
Compte
association (avec
les membres et
avec les livres, qui
appartiennent à
l'association)
livraison
des
livres
pouvoir de
changer les
statuts aux
autres users
Réservation
automatique
pouvoir de
changer les
statuts aux
livres des
autres users
caution
pour utiliser
la
bibliothèque
achats
des livres
en ligne
change
le profil
notes
pour
users
messagerie
Conseils
lecture
Service blue print. E-learning startup
Payment process
Customer's action on
the website: buy a
product
E-learning process
Customer fill the
form
(name, email, phone,
product type)
Customer pays the
product
Sail manager fill a
form
New DEAL is created
Payment is
successful. Change
all statuses
Relate/create a new
CUSTOMER
BUSINESS CARD
Create a new
SPRINTBOOK
Create a new
HOMEWORK
Create a content in
SPRINTBOOK
Provide a course (by
date)
Course is finished (by
date)
Feedback is received
Feedback link to
customer
Email payment link to
customer
Payment is not
successful.
Notification for Sails
Manager
Notification for
Customer Manager
Create a chat for
student and tutor
Statuses:
DEAL
SPRINTBOOK
New deal
Rejected
Paid, in work
Done
In Preparation
Ready to go
In progress
Waiting for the
feedback
Done
Does
customer
already exist?
Update DEAL
Status
1
Acceptance criteria for tests:
Create a new
CUSTOMER
BUSINESS CARD
SCENARIO 1
START
Trigger: New
DEAL or
Integromat block schema and acceptance criteria
E-learning startup
Create relation
CUSTOMER BUSINESS
CARD and DEAL
2
1. Check 1 decision.
a) In a new DEAL, relation with CUSTOMER BUSINESS CARD is filled in.
b) In updated DEAL, relation with CUSTOMER BUSINESS CARD did not change
Yes
2. Check 2 decision.1 deal have one and only one related customer
Is it a new
DEAL?
3. Check 3 decision.
a) "to be contacted" - notification for Sails Manager
b) "paid" - PRODUCT relation is created
c) other - general notification
No
SCENARIO 2
Notification
general
3
Other choice
What is the
status?
To be contacted
4. Check 4 decision.
a) if updated DEAL was already paid (any other changes) - nothing happens
b) If it is a first DEAL updated to "paid" - SPACE is created
c) if DEAL changed to "paid" and it is not a first purchase - relation to existing
SPACE is created
Notification to
Sails Manager
Paid
Notification "a
new product"
5. Check 5 decision.
a) a correct product correct relations is created
b) a new homework with correct relations is created
b) a correct notification is sent
Notification "a
new product"
Correct relations:
"paid" DEAL is related to relevant products and to only 1 customer
10 тариф на один продукт
not "paid" DEAL is not related to any products and to only 1 customer
11 выбрано
несколько
продуктов
PRODUCT
is related to only
1 customer, only
1 DEAL, only one HOMEWORK,
to only 1 space
CUSTOMER is related to all its deals, products and only 1 space
SPACE is related to only 1 customer, to all customer's products
4
Yes
Is it a first
purchase?
No
Product 1
Create a new
PRODUCT 1
Create a new
HOMEWORK
5
New SPACE is
created
Create relation
with existing
SPACE
...
What is the
purchased
product?
Product N
Create a new
PRODUCT N
Create a new
HOMEWORK
Planning tool for the self-learning children. Part 1
Define the problem
Students of BGA
plan their academic
activities and need
an appropriate tool
for it
There is now an easy, low
customized and quick planning tool
that is adapted to the students
14-17 in order to help them to plan
their academic activities, set the
goals and check the progress
Spreadsheet is
not engaging for
students and
affective for
learning coaches
students
and LC
spent too
much time
users: Learning
coach
2
users: student
year(s)
Sprint:
Date
Sprint
Goals
Users (roles) + rights
Feedback
Student
(12-18
y.o.)
Learning
coach
Peers/all
users
LC can see and
change only its own
students' profiles
Admin
students can't
see other
students
Course
manager
(later)
Timelines
courses: from
API Moodle.
Data directly
from Moodle
Curriculaire:
Subject
Year
tasks done/from by
day/week/sprint/go
al
goals done/from
by sprint
progress by weeks
(tasks done/from
goals done/from)
progress by sprints
(tasks done/from
goals done/from)
Weeks:
number, type
Pull every
learning
element off
Moodle into
database.
Statistics
Additional requirements
Weekly
goals is
the KDAs.
Weekly Goals/KDAs
Topics:
Hours
Non curriculaire
Data Bases
web than
mobile
app
app is
quick
up to
1000
users
app
should be
engaging
progress by weeks (tasks
done/from goals
done/from) comparison
for students
low
sprint
report??
Tasks. Knowledge
subject
year
link to the content
Student
Course manager
statistics for the
content quality
low
Duration (hours),
Tasks. Skills:
Tasks. Community:
After task is completed
on Moodle, it will check
as completed on
Moodle, automatically
on the timeline within
dashboard (API)
week/Date/time,
S
tatus,
S
print,
Block,
Tasks other:
Tasks KDA (need one for each?):
Planning tool for the self-learning children. Part 2.
Processes
0 Week (Friday 9.00 AM)
create users
1 Week
Last Week
create tasks for Week 1 (sprint planning):
Set up your Sprint goal. Knowledge bloc)
Set up your Sprint goal. Skill block
Set up your Sprint goal. Community block
create tasks for all Weeks:
Set up your Weekly goals.
Weekly reflection
Class hour with Course manager
App
XX Week
Create scheduled tasks
(live lessons)
(knowledge block)
Create sprint report
Create last Week tasks
Sprint reflection
sign-up
Student
Set up sprint goals, (knowledge
block - choose curriculum)
Learning
Coach
Answer the sprint planning
questions (knowledge block)
Approve access
Admin
check and correct
prescheduled tasks (live
lessons)
check/correct planning, add
additional year to the profile if
needed
0 week of the
sprint
Send a link to new
students/LC to sign-up
correct accounts
assign LC to students
Set up sprint goals
(community block - use
examples)
Set up sprint goals
(skills block - use
examples)
Answer the sprint
planning questions
(Skills block)
Create and schedule
some of skills tasks
Answer the sprint
planning questions
(Community block)
Create and schedule
some of community
tasks
Create weekly goals
do the tasks
Answer weekly goal
planning questions
Answer after-task
questions
check/correct weekly goals
check/correct planning
check/correct planning
Fill the weekly reflection
questions
Answer sprint reflection
questions
finalize sprint report
Planning tool for the self-learning children. Part 3.
User stories. As a ..., I want to..., so that...
⭐⭐⭐
Module
Planning
possibility to schedule tasks
weekly/daily, check them done
have a view
access to my
students'
accounts
see the list
of my tasks
daily
weekly
Set the goals
possibility to set weekly/sprint goals
and check the progress
Give a feedback/make a reflection
possibility to give feedback
after/before tasks/goals/sprints
Reschedule
between the
weeks or in
the day
fill
weekly
reflection
Analytics and statistics
possibility to check the progress and
create reports
Interactions
possibility to interact with LC, other
students
be able
to set
reccurent
be able to
set free
tasks (lunch
e.g.)
add/edit/delete/
check as
done/schedule/
reschedule the
task
be able to set
common
tasks (e.g.
events)
Add
skills/community/know
ledge/rda/free tasks to
my, daily planning
When I add a
course to a
goal, all tasks
are scheduled
automatically
Add
skills/community
projects to my goals
check
my
answers
Student choose a year
during the sign-up
LC has rights to assign
another year, so that
student can choose a
course from another
year
Have
notification
for the tasks
overdue
Year of the
students, signed-
up is updated
automatically
year=year+1
initially to be open
ended: with a field
to fill in 1) location,
2) organization 3)
contact person 4)
mail address 5)
responsible LC
to find
task by
key word
Learners will
want to
personalise
their main
dashboard
Sign terms of
Use (Personal
Data
protection)
Leaners will feel
more motivated and
recognised by
receiving a digital
trophy when
completing a
task/goal
Sign in/sign up/
restore
password, so
that I can access
to the app
Assign
students to
learning
coaches
I want to
see my
progress in
the course
the due finishes
in 30 minutes, i
want to be
reminded of
that
Learners will want
to have
standardised
goals for the
knowledge block
Learners will find
it helpful to have
examples of goals
(skills/community)
Add courses
to my goals
Learners will feel
less work load by
fulfilling the goals
question by
question
feeedback
from the task
that you asked
revision
I want to
manage
sprint
calendar
sprint
report??????
Done
admin
Admin/General
possibility to manage users, access,
calendars (sprint dates, holidays),
manage accounts
Notifications
possibility to get notifications for
delays, for achieved goals, for the
trophies
⭐
Regularly meetings,
sprint reflection
time, Demo are
planned
prescheduled tasks
Add
skills/community/know
ledge/rda/free tasks to
my, weekly planning
Be able to
bulk upload
courses with
the dates
fill sprint
reflection
⭐⭐
Have
notification for
the upcoming
task
fill-in my
profile
correct
users
accounts
sign up
roles
differently
Sprints calendar
(dates) by week is
added to the
system during the
development
i want to be
notified when
somebody
requests some
help
Learners will
want to be
reminded of
their weekly
goals daily
progress by weeks
(tasks done/from
goals done/from)
to see the
statistics of
my sprint(s)
progress by sprints
(tasks done/from
goals done/from)
tasks done/from
by sprint/goal
low
Course
manager
role
Messenger
with???
Learners will want
to provide their
personal info and
personality
through a quiz
I want to connect
to other students,
see their profiles,
message them,
share my
difficulties
I want to be
able to require
attention from
LC
goals done/from
by sprint
progress by weeks (tasks
done/from goals
done/from) comparison
for students
Planning tool for the self-learning children. Part 4. Prototyping
Task Name
Block
Sprint Goal:
choose a goal
Sprint goals
Knowledge
Community
Skills
Study Tennis
LS History 1 st year
Exam Date 12/10/2022
Topics: XXX,YYY,ZZZ
Difficulties XXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
Skills/community goals examples
Category
Sport
Activity
Tennis
Description XXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
15%
Tasks done: 7/15
go to tasks
+ Add a goal
#sprint goals[...], #KDAs [5]
12/02/2022
Tasks done: 7/15
go to tasks
Skills and Community
categories
Sprint 1-2022/2023
____dfgfh__________-___fgndgndgn___________dhmdhgfhk_________
Category
Activity
curriculums
management
Week 12
Tasks done: 7/15
go to tasks
+ Add a goal
Skills and Community
library
15%
history
Tasks done: 7/15
add a hub task
Skills and Community categories
Check examples
New Skills goal
New knowledge goal
Level
Sprint 1 22/23
What courses are you aiming to complete?
Users list
goal description
Sprint 1 22/23
Goal Name
Category
Goal Name
How do you plan to get involved in your community, are there any BGA Clubs, Hub Projects, or
Volunteering that you want to get involved in?
Category
What is your goal for this activity?
Make it SMART (Specific, Measurable, Attainable, Relevant, Time-constrained)
When are you planning on sitting the exams?
Search by name/last name, delete user
Activity
What is your goal for this activity?
Make it SMART (Specific, Measurable, Attainable, Relevant, Time-constrained)
Description
9
first Name, Last Name
Email
Year (s)
Learning Coach 1, Learning Coach 2, Learning Coach 3
Students
Status (active, suspended, archived)
Role (Learning Coach, Student, Admin)
https://docs.google.
com/spreadsheets/d
/177iqO3jvff4TMOf1
YvpJ3C7JYC-
wj7fcK4LfCMxIJ9k/e
dit#gid=-
Activity
Which topics are you aiming to complete
Topics
Add a
new
activity
New Community goal
What extracurricular activities or MOOCs will you get involved in?
Curriculum
When do you plan to sit the 50% Mock?
tasks 5/10
sprint
Ask help
Delete
activity and
category
When do you plan on completing this course?
Distribution between
sprint goals 5/9 knowledge/skills/commu
nity
go to tasks
Check examples
Subject
Generate a report
Save
+ Add a goal
Sprint 1 22/23
log out
Generate a report
Students "Name+ Level"
(view access to each account)
What will you do better?
___XXXX________
What will you do better?
____XXXXX_______
15%
Profile Learning Coach
First Name, Last Name
email (not editable)
hubs
log out
Users list
14:00 AWST
Link to
i
Study Airtable
Category
XX
Activity
Programming
Description XXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
15%
Study Salsa
Category
Art
Activity
Dance
Description XXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
Description
Profile Admin
https://docs.google.
com/spreadsheets/d
/177iqO3jvff4TMOf1
YvpJ3C7JYC-
wj7fcK4LfCMxIJ9k/e
dit?usp=sharing
😎
Tags:
Category:
Cat.1
Cat.2
Bulk status change - approve
Description
goal scheduling
When do you plan to sit the 100% Mock?
What difficulties do you expect to encounter with this target?
What difficulties do you expect to encounter with this target?
How will you tackle those difficulties?
How will you tackle those difficulties?
Skills and Community library
What difficulties do you expect to encounter with this target?
Bar:
Your Week
Weeks overview
Sprint Goals
Notifications (icon)
Profile (icon)
Add text
filter block
What Topic do you plan to have completed by the end of this sprint?
Delete
questions during the planning
Explain your plan to achieve your goal in 3 steps or more.
Explain your plan to achieve your goal in 3 steps or more.
Add
Explain your plan to achieve your goal in 2 steps or more.
https://docs.google.
com/spreadsheets/d
/177iqO3jvff4TMOf1
YvpJ3C7JYC-
wj7fcK4LfCMxIJ9k/e
dit#gid=-
Your Reflection at the end of the sprint
Your Reflection at the end of the sprint
Add text
Report page
download pdf
choose student
SECTION 1: GENERAL INFORMATION
General comment
Learner's Name:
Hub:
Level:
Learning Coaches:
Add text
SECTION 2: THE 3 PILLARS
Your Reflection at the end of the sprint
questions after the sprint
KNOWLEDGE
Topics
Goal XXX
Create tasks
Goal progress
Date 1
Date 2
Course progress
Learners reflections
Comment
show topics
Save a goal
Check examples
Save a goal
Check examples
Save a goal
SKILLS
Category, activity
Goal XXX
What was your plan to
achieve the goals?
Goal progress
Learners reflections
Comment
Comment
Sport, tennis
Curriculums
Community
Category, activity
Subjects
Goal XXX
Goal progress
What was your plan to
achieve the goals?
Learners reflections
Comment
Sport, tennis
level (not edit, not add)
- IGCSE, LS, A-level
+ subject - edit+ add
Notifications
Curriculums
Curriculums
From Student YYY
Task XXX need help
filter level
➕ upload
may need to ask
marcela - but I don't
think the year is
relevant. only 'level'.
so only need three
levels: LWS, IGCSE,
A-Levels
multiple
exam
seasons
also add
corresponding
deadlines for:
- when the 50% and
100% mocks should
be completed.
From App
Task XXX is Overdue
Exam
dates???
Profile Student
First Name, Last Name
email (not editable)
Level [Lower secondary 1, Lower secondary
2, IGCSE 1, IGCSE 2, A-level 1, A-level 2]
Hub
Learning Coach 1, Learning Coach 2
SECTION 3: 5 KDAs
Exam
dates???
Comment
Moodle
log out
Bulk upload users (connection
with Moodle?)
Comment
Comment
overdue at
the end of
the week
Distribution between
knowledge/skills/communit
y
sprint goals 5/9
tasks 5/10
sprint
All weeks overview
Week
Sign in
Curriculums
timeline
IGCSE Chemistry
Course start date
Course Completion Date
Exam season - May
Updated 12/10/2022
https://docs.google.
com/spreadsheets/d
/177iqO3jvff4TMOf1
YvpJ3C7JYC-
wj7fcK4LfCMxIJ9k/e
dit#gid=-
Moodle
sync
first Name, Last Name
Email
password
Year
Role
Hub
Sign in, sign up, password recovery
Account creation should be confirmed by
Admin (email +bulk approve)
goal
block
Sprint Goals
Filters
status
Trophies
Weekly reflections
block
🎉🎃✨🎉🎊
Unplaned
sprint 1
22/23
Unassigned
LS
Chemistry
1st year
Monday
Task 1
Task 1
Task 2
Task 2
Task 3
😎
Tuesday
Wednesday
Thursday
Task 1
Task 1
Task 1
Task 2
Task 2
Task 2
Task 3
I need
to see a
timeline
I need to
decide a
topic
enter the topic
ID in the goal
Task 1
Task 2
Task 3
Task 3
😪
Saturday
Sunday
Task 1
Task 1
Task 2
Task 3
Task 3
Task 3
status
🎃🎉
Week 42
Weekly reflection
Plan your topic 3 Chemistre
Task 1
Task 2
😎
😪
🎊
Filters
Week 43
Weekly reflection
Week
🎁🧨✨
Week 44
Weekly reflection
Task 1
Task 1
Task 2
Task 2
Task 2
Task 3
Task 3
Task 3
Task 3
Task 1
Plan your Unit 1 Topic 1
History
goal
block
Task 2
Filters
status
Sprint Goals
Weekly reflections
Self-Directed
Learning
1
Trophies
🎉🎃✨🎉🎊
P2P 5
Why did you give yourself that rating?
Provide two arguments.
How will you improve in each KDA,
during this week? Give two strategies.
Task 3
Task 2
Task 1
Task 3
New +
sprint goal is ready - tasks for
choosen topics are created
Friday
Task 2
goal
All week's
tasks are
finished
sprint goal
finished (3
different
icones /images
for 3 blocks)
Plan your Unit 1 Topic 1
History
Task 3
bulk
deleting
New +
Unplaned
Monday
Task 1
Task 1
Task 2
Task 2
😪
😎
Task 3
Task 1
Task 3
Task 2
Task 3
Wednesday
Thursday
Task 1
Task 1
Task 1
Task 2
Task 2
Task 2
Task 3
Comment
Comment
Friday
Saturday
Sunday
Task 1
Task 1
Task 2
Task 2
Task 3
Task 3
Task 3
Task 2
Task 1
Task 3
New +
https://docs.google.
com/spreadsheets/d
/177iqO3jvff4TMOf1
YvpJ3C7JYC-
wj7fcK4LfCMxIJ9k/e
dit#gid=-
Tuesday
Task 3
CRM. Solar panel installation industry. Part 1.
CJ Mindmap
list: Sales
pop up: User's contact
list: Setter
pop up: User's contact
Leads kanban
pop up: saved views
list: next appointment (data)
Leads list
Leads/Quotes Appointments
list: + apppointment
Report:
Reports
list: Quote/+ Quote
popup: appointments details
state: please add at least one Contact before
list: Contact/+ Contact
+ apppointment
create a new Lead
next appointment (data)
list: Lead ID
Sales
pop up: User's contact
pop up: saved views
Lead page
Setter
profil menu
Login
dashboard
list of "Attention required" leads
create a new Lead
Bar: go to Contacts list
Contacts list
pop up: User's contact Sales
Contact/+ Contact
pop up: saved views
Delete a Lead
Quote/+ Quote
Quote/+ Quote
Contact ID
Create a new Contact
+ apppointment
Contact Appointments
next appointment (data)
+ apppointment
popup: appointments details
next appointment (data)
Popup: "Are you sure to delete"
Delete a Contact
Contact page
pop up: User's contact
Sales
Quote/+ Quote
list: Lead ID
pop up: User's contact
Popup: "Are you sure to delete"
state: please add at least one Contact before
CRM. Solar panel installation industry. Part 2.
Processes
Automations
to be realized
User
stories to
think about
gather
additional
information
Automation
Variations
type
presentat
Choose a proposal
via the link in the
email
Receive a proposal
Sign the
quote/contract
Choose a payment
option
Pay by card
Receive an invoice
Pay by bank transfer
Receive an invoice
Apply to Atlas
???)))))
Payment
success
(email)
sign a contract
(checkbox),
summary, choose
bank or card
payment.
PAY
Waiting
for the
money
invoice and
contract to
customer
(email)
bank transfer
status to
bubble
Payment
not
success
invoice and
contract to
customer
(email)
payment
page
card payment
status to
bubble
Payment
success
(email)
check the
money on the
account
Manual change
of status in Xero
partial
payment
Waiting
for the
money
send invoice
and contract
to customer
(bank transfer
or card)
credit down payment by card
Send an Email with
the proposals
Adress+photo
Congrats page
card/transfer
check the
money on
the account
status
Payment
success
(email)
status to
bubble
credit down payment bank transfer
Manual
email
(conract)
+ info
Contact status
Customer approve
Quote status
Customer approve
Customer approve
loan
request
invoice to
the loan
company
Lead status
Setter's action
Sales' action
Customers' action
Installation manager's action
Status:
check
Substatus: require attention
Status: LOST??!!
Status: call back
Substatus: appt
missed/ need more
details
Quote ID
Lead ID
High Chance Sale. Starred field
Contacts
Sales
Days without contact
Address
Creation date
Closed/Done date
System Type: (GC/Hybrid/Off Grid)
System Size: (kW)
Bill per qtr ($)
Has solar (Y/N)
can't join / need more details
Status: Closed
Substatus: require attention
lead ID
High Chance Sale. Starred field
Address
name
phone
email
company
System Type: (GC/Hybrid/Off Grid/
Batt. Alt.)
System Size: (kW)
Bill per qtr ($)
Job type (Service/ New
Install/Warranty Claim/System
Upgrade)
Creation date
Closed/Done date
Days without contact
contact by setter
sucess
Status: New lead
fail
Substatus: VT left,
Wrong data, Isn't
fail
if status/substatus didn't
change within 24 hours
after the call time
Status:
Assign Sales,
Schedule a call
Substatus: call
scheduled
If declined make
them a cash sale or
its just a lost sale.
1. status Financing
request
2.....
Substatus: Declined
status/Substatus didn't
change within 3 days
1st call
Status: Financing request
When email
with proposal is
sent, quote
status change to
"Proposal sent"
collect data
Status: Estimation
Prepare a proposal
Substatus:
When one of the
estimates is
accepted, quote
status change to
"Contract sent"
Proceed to the
contract
Status: Proposal sent
Substatus:
proceed to finance request
The client is selecting
fiancing as a payment
option and then will be
taken to an application
to complete the
approval for financing.
if declined
Financing request
Substatus:
status/Substatus didn't
change within 3 days
sold.waiting
for the
payment
Status: Contract Sent
Substatus:
Choose a payment type
Proceed to payment
Create a new quote
Substatus: require attention
status/Substatus didn't
change within 3 days
status/Substatus didn't
change within 3 days
status/Substatus didn't
change within 3 days
Status: Converted
Converting to quote+contact
Status: Won. Works
planning
Status: Waiting for payment
Substatus:
Status: Collect data
sucess
When payment
passed, quote
status change to
"Won. Ready to
proceed"
if accepted
status/Substatus didn't
change within 3 days
Installation date
Installer choice
Status: Works planned
Substatus:
When option pay
by card/by invoice
is chosen, quote
status change to
"Waiting for
payment"
status/Substatus didn't
change within 3 days
Status: Variation approval
Substatus: require attention
additional
chapter to the
contract with a
new invoice
Substatus:
Installation/work
Substatus: further
work/ installation
if status/substatus didn't
change within 24 hours
after the installation date
Status: Done
Status:
schedule a call/
email/ call
Status:
Substatus: waiting for an
answer
Receive an
appointment
invitation
When status is
changed,
substatus field
become empty
change status/
delete Substatus
Substatus: call scheduled
Status was changed
New contact is
created with
"Active" status
When contact is
assigned to the
quote, status is
changed to "has
open quote"
Create a new
contact/assign
existing contact
Contact ID
Name
Phone
email
region
company
Appointments scheduled/passed
has open
quote
When quote
status change to
"Lost", propose to
change contact
status, by default
"Active"
Lost+reason
Yes
Active
Contact is
still
interested
Substatus: require attention
status/Substatus didn't
change within 3 days
status/Substatus didn't
change within 3 days
Status:
Set an appointment date + video conf link
Receive an
appointment
invitation
check
No
Archived contact
+ Substatus
(reason)
Call
Substatus: