1. Critical Requirements
   1. Lead Assignment Process
      1. Round Robin
         1. Critical Functions
            1. By % of budget reached
            2. Individual rep budgets
            3. Rollover feature with individual starting dates
            4. Store Level rep grouping
            5. Zip code based option
            6. Quota based RR assignment within stores by zip code
            7. Database level detection of quota reach
   2. Contacts
      1. Contact Management
         1. Critical Data Features
            1. Full Contact Info
            2. Mailing vs Shipping Address
            3. Phone
            4. Email
            5. UTM Data
            6. GaContent
            7. GaSource
            8. GaMedium
            9. GaTerm
            10. GaCampaign
            11. GaReferurl
            12. Gclid
            13. IP Address
            14. Inbound Method
            15. Phone Call
            16. Form Submission
            17. Web Chat
            18. Walkin
            19. SMS
            20. Pipeline features
            21. Closing Stages
            22. Assigned (Created)
            23. Contacted
            24. Quoting
            25. Sold
            26. Lost Conditions
            27. Unable To Contact
            28. Lost to competitor
            29. No Interest
            30. No Money
            31. HOA Restrictions
            32. Moved
            33. Space Restrictions
            34. Out Of Territory
            35. Funnel Management
            36. Map stages to funnel sections
            37. Funnel sections hot linked to report
            38. Sections percentage of either top/or above
            39. Funnel reporting by period
            40. "Sold" section sum = total sold in period
            41. Tagging
            42. Create tags in admin or at point needed
            43. Filter/create list by tags
            44. ID based tags to allow renaming
            45. Mass Update
            46. Tags
            47. Stage
            48. Sales Rep
            49. Store
            50. Lead Ownership
            51. Assignment
            52. Manually
            53. Round Robin
            54. Via Quoting
            55. Manual Record Creation
            56. Multiple ownership rules
            57. RR & Manual duplicate records forbidden
            58. Additional owners via quoting only
            59. Owners cannot touch;
            60. Other's quotes
            61. Ownership status
            62. Notes
            63. Subtopic 4
   3. Lead Nurturing
      1. Tools
         1. Critical Functions
            1. Communication Tools
            2. Click To Call
            3. Record Calls
            4. Download Recorded Calls
            5. Email
            6. Enterprise email engine
            7. High/manageable deliverability
            8. Dependable transactional emailing
            9. Fully featured campaign sending with full API
            10. Event Webhooks
            11. Sync with Gmail
            12. Powerful composer
            13. Full (Kitchen Sink) editor
            14. Template feature
            15. Save as template
            16. Edit Template
            17. Share Template with company
            18. Single click templated sends
            19. Merge tags
            20. Signature
            21. Contact
            22. Product Interest
            23. Inline or Attachment for doc/image send & receive
            24. CC features
            25. Send/Open stats per send
            26. Campaign builder/sending
            27. Create campaigns from any tag or stage criteria
            28. Reps create and test campaign; admin approves and/or sends
            29. Full campaign Stats
            30. Full email templating options
            31. Full list management
            32. Event webhook based list automation
            33. Full suppression management (group or global opt out)
            34. Campaign category management
            35. MMS
            36. Drag/drop image send & receive
            37. Save as template
            38. Single Click Template Send
            39. Edit Template
            40. Share template with company
            41. Emoticon enabled
            42. Handwritten Postcards
            43. User created fonts
            44. Third party fulfilment
            45. Select PC types
            46. User based PC classes
            47. Schedule PC
            48. Save as template
            49. Single Click Template Send
            50. Edit Template
            51. Share template with company
            52. Physical Catalogs W/Handwritten memos
            53. Callout
            54. User created fonts
            55. Third party fulfilment
            56. Select Catalog types
            57. User based Catalog classes
            58. Schedule Catalog
            59. Save as template
            60. Single Click Template Send
            61. Edit Template
            62. Share template with company
            63. Workflow Tools
            64. Notes
            65. Manual entry
            66. Auto notes
            67. SMS Events
            68. Email Events
            69. Manager Notes
            70. Option to notify lead owner
            71. Owner's notification panel alerts with link
            72. Note remains pink till read
            73. Click to expand all notes
            74. Notification Panels
            75. Recent History
            76. SMS Replies
            77. Email Replies
            78. Manager Notifications
            79. Worflow Defaults
            80. Unopened leads at top in Green
            81. Leads in only these stages
            82. Assigned
            83. Working
            84. Quoting
            85. "Show Only My Leads" Selected by default
            86. Workflow Design Options
            87. Filters
            88. By Stage
            89. By Store
            90. Custom Filters
            91. Closed By Period
            92. Contains SMS Replies
            93. Contains Email Replies
            94. By Date
            95. Based on Creation Date
            96. Based on Follow Up Date
            97. All Columns order ascending/descending
            98. Standard Workflows
            99. Task Due Today
            100. Total Past Due
            101. By Calendar Period
            102. By Total Past Due
            103. By Funnel Sections
            104. By "Hot"
            105. Quoting
            106. Initiated from lead Or Directly From Configurator
            107. Product Configurator
            108. Send or Only Save Quote
            109. Full email editor for sending quote as;
            110. Link To PDF
            111. HTML with Live Configurator Link
            112. CRM notes at point of sending quote
            113. Checkout
            114. If first time quote
            115. Creates new lead record
            116. Attaches quote with "Sold" status
            117. Changes parent record to "Sold" stage
            118. If existing lead
            119. Attaches new quote with "Sold" status
            120. Changes parent record to "Sold" stage
   4. Reporting
      1. Reports
         1. Critical Reports
            1. Marketing
            2. Close Rates
            3. Avg Time To Close
            4. Avg Unit Value
            5. By Campaign
            6. By Inbound
            7. By Territory
            8. By Rep
            9. Sales Manager
            10. Activity
            11. SMS
            12. Email
            13. Post Cards
            14. Catalogs
            15. Calls
            16. Live Daily Dashboard
            17. Total Calls
            18. Total Time
            19. Average Time
            20. Averate time to first call
            21. Drive Ins
            22. Integrated Camera Feed
            23. Organized by tags
            24. Relevant tags report to "Traffic" in lead Dashboard
            25. By Rep
            26. By Period
            27. Avg Activity Per Lead
            28. Sales Rep
            29. Monthly Budget Progress
            30. Tasks Due Today
            31. Tasks Past Due
            32. By Total
            33. By Date
            34. Funnel Stages
            35. Activity Graph
            36. For The Day
            37. Calls
            38. SMS
            39. Emails
            40. Post Cards
            41. Catalogs
            42. Lead Territory Distribution
            43. Territory by period
            44. "OUT" automatically labeled