CRM: Sales Force Automation Plan

See the attached PDF for details.

Sales Management: 

1) Accounts find screen with option to list of Accounts grouped by Sales Person.

2) List of Sales Persons who have reached quota.

3) Monitor pipelines and leads for Territory. Limit account managers activity to their own territory.

4) Create and manage sales teams. Optimize individual teams according to skill sets.

5) Territory assignment to Sales Person,