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ABHAYAM INFRA WEB PORTAL

Estimation for Duration


3-Mar-16

PROJECT: ABHYAM INFRA WEB PORTAL Duration : 4 Weeks


Features:
1. Managing Branches
a. Create Branch
i. Manage Employees
1. Add Employees
ii. Manage Ventures under Branch
1. Link Venture
2. Unlink Venture
b. Edit Branch
i. Manage Employees
1. Add Employees
2. Edit Employees
3. Delete Employees
c. Delete Branch
d. Manage Customers
i. Register Customers by selecting venture
ii. Edit Customer details
iii. Delete Customers
e. Venture Records
i. New Registrations under Selected Venture List
ii. Term payment Pending List
iii. Venture Policy Matured List
1. Add Payment done with receipt (Print Option)
iv. Reports by Year / Month / Day
f. Marketing Commissions
i. Leads
1. Add Lead
2. All Leads List
a. Edit Lead Details
b. Edit Lead Status
3. In process Leads List
4. Registered Leads List
ii. Agents and Commissions
1. Manage Agents
a. Register Agents under Roles
b. Edit Agents under Roles
c. Delete Agents
2. Agent Commissions
i. List of Agents by name
1. Pending Payment
2. Settled Payment
3. Reports by Year / Month / Day
ii. Reports
2. Managing Roles
a. Create Role and responsibilities
b. Edit Role and responsibilities
c. Delete Role
3. Managing Ventures
a. Create venture will add a WEB PAGE Dedicated
i. Add Name to Venture
1. Add Plan Type
a. Single Payment (Option)
i. Add Plan with Capital Amount
1. Add Advertisement Images
2. Add Broacher
3. Add Notes
4. Add Web Text Data (on required Placeholders)
5. Add Web Images (on required Placeholders)
6. Set Commission by role
b. Term Payment (Option)
i. Add Plan with Capital Amount
1. Add Terms by Installment
2. Add Advertisement Images
3. Add Broacher
4. Add Notes
5. Add Web Text Data
6. Add Web Images
7. Set Commission by role
b. Edit venture
i. Edit Name of Venture
1. Edit Plan with Capital Amount
a. Add Advertisement Images
i. Change Images
ii. Delete Images
b. Add Broacher
i. Change Broacher
c. Add Notes
i. Edit Notes
d. Add Web Text Data (on required Placeholders)
i. Edit Web Text Data
e. Add Web Images (on required Placeholders)
i. Change Web Images
ii. Delete Images
f. Edit Commission by role
c. Delete venture
4. Marketing Commissions
i. Leads
1. All Leads List
2. In process Leads List
3. Registered Leads List
ii. Agents Commissions
1. Agent Commissions
i. List of Agents by name
1. Pending Payment
a. Pay to Agent (Print Option)
2. Settled Payment
3. Reports by Year / Month / Day
ii. Reports
5. Customer Registrations
a. List of registered Customers
b. List of Term Pending Customers
c. List of Plan Matured Customers
6. Customer Term Notification Alert
7. Customer Venture Mature Alerts
8. Venture Records
a. New Registrations under Selected Venture List
b. Term payment Pending List
c. Venture Policy Matured List
i. Add Payment done with receipt (Print Option)
d. Reports by Year / Month / Day
9. Reports