Project tasks

CRM System Upgrade (Active)

Icon	Name	Status	Priority	Assignee	Start date	Due date	Milestone
	Define CRM entities	Done	High	Bran Lopez	2026-02-04	2026-02-08	🟡 CRM Architecture Approved
⏰ ⚠️	Design CRM relationships	Ready for review	High	Bran Lopez	2026-02-04	2026-02-08	🟡 CRM Architecture Approved
⏰ ⛔ ⚠️	Approve data model	To do	Medium	Bran Lopez	2026-02-12	2026-02-17	🟡 CRM Architecture Approved
⏰ ⛔	Build customer module	In progress	High	Lane Mahon	2026-02-18	2026-03-03	🟡 Core CRM Implemented
⏰ ⛔	Build sales pipeline	Ready for review	High	Lane Mahon	2026-03-04	2026-03-20	🟡 Core CRM Implemented
⏰	Import legacy CRM data	To do	Medium	Leroy Tye	2026-02-14	2026-02-23	🟡 Core CRM Implemented
⏰	Design automation rules	To do	High	Leroy Tye	2026-02-28	2026-03-10	🔵 Automation Engine Live
⏰ ⛔	Implement workflows	To do	High	Lane Mahon	2026-03-11	2026-04-01	🔵 Automation Engine Live
⏰ ⛔	Test automation	To do	Medium	Leroy Tye	2026-04-02	2026-04-12	🔵 Automation Engine Live
⏰	Prepare UAT scripts	To do	Medium	Lane Mahon	2026-04-05	2026-04-15	🔵 User Acceptance Testing
⏰ ⛔	Run UAT sessions	To do	High	Lane Mahon	2026-04-16	2026-04-23	🔵 User Acceptance Testing
⏰ ⛔	Fix UAT issues	To do	High	Leroy Tye	2026-04-24	2026-04-29	🔵 User Acceptance Testing
⏰	Prepare go-live checklist	To do	High	Leroy Tye	2026-05-05	2026-05-10	🟡 Go-Live test
	Deploy CRM	Done	Critical	Lane Mahon	2026-05-13	2026-05-16	🟡 Go-Live test
⏰	Train users	To do	Medium	Leroy Tye	2026-05-17	2026-05-28	🟡 Go-Live test