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|@@ -2,9 +2,9 @@ Genesis CRM, built on the Genesis theme framework.|
|More information here: http://www.billerickson.net/wordpress-genesis-crm/|
|- Custom taxonomies and metaboxes for collecting your data.|
|-- Prospects page template that is 3 widgetized columns. I've built a lot of widgets to analyze prospects, so choose the ones you want. Examples: Activity Graph, Source of Inquiry, Source of Projects, Outstanding Quotes� and more.|
|+- Prospects page template that is 3 widgetized columns. I've built a lot of widgets to analyze prospects, so choose the ones you want. Examples: Activity Graph, Source of Inquiry, Source of Projects, Outstanding Quotes... and more.|
|- Active Projects page template. This lists all active projects in order of project status. It includes a status summary and budget. There's also a "Needs Work" radio button when editing a project, and if marked the project will have a yellow background. This let's you quickly see which projects need work. In the sidebar I list scheduled projects so you can be ready for those when they come up.|
|- Completed Projects page template. This lists completed projects, the budget, time spent, and effective hourly rate. Use this to see what types of projects you over- or under-quote on to improve your estimates. Note: there is no timer built-in. I use Toggl and every Sunday I transcribe that week's time data to the fields on each project.|
|- Any time you click the name of a project it takes you directly to the Edit Post screen. Since I'm constantly editing projects' status, this saves the extra step of clicking "Edit" and gives you a single interface for viewing this information rather than a single post screen and the edit screen.|