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Here’s a list for each section of the Contact Manager Dashboard with detailed descriptions and functions: 1. Dashboard (Home - Overview) Purpose: The central hub for an overview of all activities and quick access to core sections. Features: Quick Stats: Display key metrics like tasks due today, new contacts, ongoing opportunities, etc. Recent Activity: A scrollable feed of recent communications, tasks, meetings, etc. Actionable Widgets: Links or buttons to create a new contact, task, project, or opportunity directly from the dashboard. Graphical Representations: Pie charts or bar graphs showing performance data such as task completion status, project progress, or sales pipeline. Customizable Widgets: Allow users to drag and adjust widgets for personalized views. 2. Contacts Purpose: Manage contact information and view categorized data. Features: List View: Display contacts in a table with sortable columns for name, status, email, phone, and last contact date. Search & Filter: Search by name, company, role, or tags. Use filters to view contacts by status (e.g., active, inactive), type (e.g., clients, partners), or category. Quick Add: Option to add a new contact quickly from the list view. Contact Profile: A detailed view for each contact showing communication history, associated tasks, and links to other sections like Leads or Projects. Mass Actions: Bulk actions for tagging, exporting, or deleting multiple contacts. 3. Tasks Purpose: Organize and track tasks assigned to team members. Features: Task List: Show tasks in a list view with columns for task name, due date, priority, assigned to, and status. Prioritization: Use labels or color coding to show priority (low, medium, high). Due Dates & Deadlines: Visual indicators for upcoming deadlines. Task Details: Click into tasks to see detailed information like description, due date, comments, and attachments. Create New Tasks: Quick button to add new tasks and assign them to users. Task Dependencies: Set task dependencies (i.e., a task that must be completed before another). 4. Email Purpose: Integrated email system for sending and receiving communications. Features: Inbox: A centralized inbox showing emails from contacts, leads, and other communications. Folders & Categories: Organize emails into folders such as “Leads”, “Clients”, “VIP”, etc. Search: Search by subject, sender, or keywords. Compose Email: Easily send emails directly from the dashboard with an option to link tasks, contacts, or projects. Templates: Quick access to frequently used email templates for faster communication. Email Tracking: See if an email has been opened or clicked. 5. Leads Purpose: Manage potential clients or opportunities. Features: Lead List: View all leads with status indicators such as “New”, “In Progress”, or “Closed”. Lead Details: Click to view detailed information, including contact information, notes, source, and associated tasks. Lead Conversion: Mark leads as converted into clients or opportunities, moving them into the relevant section (e.g., Opportunities). Lead Source Tracking: Track where each lead originated (e.g., email, referral, website). Lead Scoring: Assign a score based on factors like engagement or potential value. 6. Opportunities Purpose: Track and manage sales or business opportunities. Features: Sales Pipeline View: A visual representation of the sales pipeline with stages such as “New”, “Negotiation”, “Won”, or “Lost”. Opportunity Details: View key information like the opportunity value, expected close date, and associated contacts or tasks. Create Opportunity: Quickly add new opportunities with relevant details. Forecasting: Project potential revenue based on current opportunities in the pipeline. Activity Tracking: Record and view all interactions related to the opportunity (e.g., emails, calls). 7. Projects Purpose: Manage ongoing and upcoming projects. Features: Project Overview: A list or kanban board showing projects and their current status (e.g., Not Started, In Progress, Completed). Project Details: View detailed information about each project, including tasks, team members, milestones, and deadlines. Create & Assign Projects: Add new projects and assign them to team members. Gantt Chart: Visualize project timelines and deadlines with a Gantt chart. Project Progress: Visual indicators of progress (e.g., percentage complete). 8. Calendar Purpose: View and manage meetings, events, and tasks. Features: Month/Week/Day Views: Switch between month, week, and day views for flexibility. Task & Event Integration: Tasks and events automatically appear on the calendar. Drag-and-Drop: Reschedule meetings or tasks by dragging them to different dates. Reminders: Set reminders for meetings and tasks. Recurring Events: Support for recurring meetings or events (e.g., weekly check-ins). 9. Notifications Purpose: Stay updated on important activities. Features: Activity Feed: Real-time notifications of new tasks, meetings, emails, or updates from other sections. Custom Alerts: Set custom alerts for specific actions, such as task deadlines or new lead conversions. Mark as Read/Unread: Mark notifications as read or unread. Grouped Notifications: Group similar notifications for easier management (e.g., “3 New Tasks”, “2 New Emails”). Push Notifications: Receive real-time updates on mobile or browser via push notifications. Each section should be easily accessible and have clear navigation, making it intuitive for users to manage contacts, tasks, projects, and more. The goal is to keep the dashboard clean, organized, and fully functional, providing a comprehensive overview with easy access to detailed information.