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WEB TEHNOLOGIES

1.DESCRIPTION ABOUT:
a) APT IT Solutions:

1.Go Through Our Website www.aptits.com and address the


below
a.Overview on APT IT Solutions Areas of expertise and others
1.Services Offered:
In addition to the core areas of expertise, APT IT Solutions also offers supplementary
services to enhance their offerings and provide comprehensive solutions to their
clients. These "other" services may include:

1. Training and Workshops:

 Cybersecurity Awareness Training for Employees


 Technology Workshops on Emerging Trends (e.g., AI, Blockchain)
 Customized Training Programs for IT Staff Development
 Compliance Training (e.g., GDPR, HIPAA) for Regulatory Requirements

2. Strategic Planning and Advisory:

 IT Strategic Planning Sessions


 Technology Roadmap Development
 Digital Transformation Advisory Services
 IT Governance Framework Implementation

3. Project Management Office (PMO) Services:

 Establishing Project Management Offices


 Project Portfolio Management
 Project Governance and Oversight
 Project Management Methodology Implementation (e.g., Agile, Waterfall)
4. User Experience (UX) Design:

 User Interface (UI) Design for Software Applications


 Usability Testing and Feedback Analysis
 User-Centric Design Workshops
 Accessibility Compliance Consultation

5. Quality Assurance and Testing:

 Software Testing and Quality Assurance Services


 Test Planning and Execution
 Automated Testing Implementation
 Performance Testing and Load Testing

6. Digital Marketing and Branding :

 Digital Marketing Strategy Development


 Website Design and Development
 Search Engine Optimization (SEO) Services
 Social Media Marketing Campaigns

7. Hardware Procurement and Installation:

 Hardware Assessment and Recommendations


 Procurement Assistance
 Hardware Installation and Configuration Services
 Asset Management Solutions Integration

8. Documentation and Technical Writing:

 Technical Documentation Creation


 User Manuals and Guides
 System Architecture Documentation
 Standard Operating Procedures (SOPs) Development

9. Continual Improvement Programs:

 Performance Metrics and Key Performance Indicators (KPIs) Definition


 Continuous Improvement Initiatives
 Feedback Mechanisms Implementation
 Process Optimization Consultation

These additional services complement APT IT Solutions' core offerings and ensure
that clients receive comprehensive support across various aspects of their IT
infrastructure and operations.
2.Expertise:

APT IT Solutions specializes in various areas within the IT domain, offering expertise
in the following key areas:

1. Cybersecurity:

 Advanced Threat Detection and Mitigation


 Security Information and Event Management (SIEM)
 Penetration Testing and Vulnerability Assessment
 Incident Response and Forensics
 Compliance Management (e.g., GDPR, HIPAA, PCI DSS)
 Security Awareness Training

2. Managed IT Services:

 Proactive Monitoring and Maintenance


 Help Desk Support and Ticketing Systems
 Remote Management and Troubleshooting
 Patch Management and Software Updates
 Backup and Disaster Recovery Solutions
 IT Asset Management

3. Cloud Solutions:

 Cloud Strategy and Consultation


 Cloud Migration and Deployment
 Infrastructure as a Service (IaaS) Setup and Management
 Platform as a Service (PaaS) Integration
 Software as a Service (SaaS) Implementation
 Cloud Security and Compliance

4. Networking:
 Network Design and Architecture
 Wired and Wireless Network Deployment
 Network Security Solutions (Firewalls, Intrusion Detection/Prevention)
 Virtual Private Network (VPN) Implementation
 Network Performance Optimization
 Software-Defined Networking (SDN)

5. Enterprise Software Solutions:

 Enterprise Resource Planning (ERP) Implementation and Integration


 Customer Relationship Management (CRM) Systems
 Business Intelligence (BI) and Analytics Platforms
 Supply Chain Management (SCM) Software
 Document Management Systems (DMS)
 Collaboration and Communication Tools

6. Data Management:

 Data Warehousing and Data Lakes


 Data Integration and ETL Processes
 Data Governance and Compliance
 Master Data Management (MDM)
 Big Data Analytics and Insights
 Data Backup and Recovery Solutions

7. Software Development:

 Custom Software Development (Web, Mobile, Desktop)


 Web Application Development (Frontend and Backend)
 Mobile App Development (iOS, Android)
 Legacy System Modernization and Migration
 API Development and Integration
 Agile Software Development Methodologies

8. Consulting and Advisory Services :

 IT Strategy Development and Alignment with Business Goals


 Technology Assessment and Roadmap Planning
 Digital Transformation Strategy
 IT Governance and Risk Management
 Vendor Selection and Management
 Project Management and Oversight

These areas of expertise enable APT IT Solutions to provide comprehensive IT


services and solutions tailored to the specific needs and objectives of their clients,
ensuring efficiency, security, and innovation in their IT operations.

3.Client Base:

APT IT Solutions serves a diverse client base spanning various industries and sectors.
Their clients may include:

1. Small and Medium-sized Enterprises (SMEs):

 Startups and growing businesses requiring comprehensive IT support


and solutions.
 SMEs seeking cost-effective managed IT services to enhance efficiency
and productivity.

2. Large Enterprises and Corporations:

 Established companies with complex IT infrastructure and extensive


technology needs.
 Corporations in need of cybersecurity solutions, cloud services, and
enterprise software solutions.

3. Government Agencies and Public Sector Organizations:

 Municipalities, government departments, and agencies requiring


specialized IT services and compliance solutions.
 Public sector organizations needing secure and efficient IT infrastructure
for their operations.

4. Healthcare Institutions:

 Hospitals, clinics, and healthcare providers requiring HIPAA-compliant IT


solutions and cybersecurity measures to protect sensitive patient data.
 Healthcare organizations in need of electronic health record (EHR) systems,
telemedicine solutions, and IT support services.
5. Financial Services Institutions :

 Banks, credit unions, and financial institutions needing robust cybersecurity


solutions to safeguard sensitive financial data.
 Financial services firms requiring compliance solutions for regulations such
as PCI DSS and GDPR.

6. Educational Institutions:

 Schools, colleges, and universities seeking IT solutions for


administrative purposes, online learning platforms, and campus-wide
network infrastructure.
 Educational institutions requiring cybersecurity measures to protect
student and faculty information.

7. Manufacturing and Industrial Companies:

 Manufacturing firms in need of IT solutions for supply chain


management, inventory control, and process automation.
 Industrial companies requiring network infrastructure for machine-to-
machine communication and Industrial Internet of Things (IIoT)
solutions.

8. Retail and E-commerce Businesses :

 Retailers and e-commerce companies needing IT support for online


storefronts, inventory management systems, and customer relationship
management.
 Businesses requiring cybersecurity solutions to protect customer data
and prevent cyber threats.

9. Professional Services Firms :

 Law firms, consulting firms, and accounting practices needing IT


solutions for client management, document management, and
collaboration.
 Professional services companies requiring secure email and
communication platforms, as well as compliance solutions.

APT IT Solutions' tailored services cater to the unique needs and challenges of each
client, providing them with scalable and efficient IT solutions to drive growth,
innovation, and success in their respective industries.

4.Location and Reach:

APT IT Solutions may have a physical presence in one or more locations, and they
likely serve clients both locally and remotely. Here are some details on their location
and reach:

1. Physical Locations :

 APT IT Solutions may have one or more physical offices located in strategic
areas such as major cities or technology hubs. These offices serve as bases
for their operations, client meetings, and collaboration spaces.

2. Local Reach:

 They likely serve clients locally within the vicinity of their physical offices.
This local reach may include businesses and organizations located in the
same city or region as their offices.
 Local clients may benefit from on-site consultations, infrastructure setup,
and hands-on support services provided by APT IT Solutions' team
members.

3. Regional Reach:

 Beyond their immediate locality, APT IT Solutions may also extend their
services regionally to nearby cities, towns, or even across state or provincial
borders.
 They may have partnerships or alliances with other IT service providers in
neighboring regions to enhance their regional coverage and support
capabilities.
4. National Reach:

 APT IT Solutions likely has the capacity to serve clients across the entire
nation or country where they operate. This national reach allows them to
cater to clients regardless of their geographic location within the country.
 They may leverage remote support technologies, virtual collaboration tools,
and centralized management systems to efficiently serve clients spread
across different regions.

5. International Reach:

 Depending on their scale and capabilities, APT IT Solutions may also have
an international reach, serving clients beyond national borders.
 They may have global clients or provide specialized services to
multinational corporations with operations in multiple countries.
 International reach may involve partnerships with overseas IT firms, remote
support capabilities, and adherence to international regulations and
compliance standards.

Overall, APT IT Solutions' location and reach are likely designed to accommodate the
needs of their clients, offering both local support and broader coverage to ensure
effective delivery of IT services and solutions wherever their clients are located.

5.Technology Stack:

The specific technology stack used by APT IT Solutions can vary depending on their
clients' needs, projects, and the latest industry trends. However, here's a general
overview of the technologies commonly utilized across different domains:

1. Programming Languages:

 Java, Python, C#, JavaScript: Widely used for web development,


backend services, and application development.
 HTML, CSS, JavaScript (including frameworks like React,
Angular, Vue.js): For front-end web development and building
interactive user interfaces.
 Swift (for iOS) and Kotlin/Java (for Android): Mobile app
development languages for iOS and Android platforms.
2. Database Systems:

 SQL (e.g., MySQL, PostgreSQL, Microsoft SQL Server): Traditional


relational databases used for structured data storage.
 NoSQL (e.g., MongoDB, Cassandra, Couchbase): Non-relational
databases for handling large volumes of unstructured or semi-structured
data.
 Elasticsearch: For real-time search and analytics on large-scale data
sets.
3. Cloud Platforms:

 Amazon Web Services (AWS), Microsoft Azure, Google Cloud


Platform (GCP): Leading cloud service providers offering
infrastructure services, platform services, and software-as-a-service
(SaaS) solutions.
 Cloud Foundry, OpenShift: Platform-as-a-Service (PaaS) solutions for
deploying and managing applications in the cloud.

4. DevOps Tools:

 Docker, Kubernetes: Containerization and container orchestration tools


for deploying and managing applications.
 Jenkins, GitLab CI/CD, CircleCI: Continuous integration and
continuous deployment (CI/CD) tools for automating software delivery
pipelines.
 Ansible, Chef, Puppet: Configuration management tools for automating
infrastructure provisioning and management.

5. Cybersecurity Tools:

 Firewalls (e.g., Palo Alto Networks, Cisco ASA): Network security


appliances for controlling and monitoring incoming and outgoing
network traffic.
 Intrusion Detection Systems (IDS) and Intrusion Prevention
Systems (IPS): Security solutions for detecting and preventing cyber
threats.
 SIEM (Security Information and Event Management) tools:
Platforms for aggregating and analyzing security event data.
6. Data Analytics and Big Data Tools:

 Apache Hadoop, Spark: Frameworks for distributed storage and


processing of large data sets.
 Apache Kafka, RabbitMQ: Message brokers for building real-time
data pipelines and event-driven architectures.
 Tableau, Power BI: Data visualization tools for creating interactive
dashboards and reports.

7. Enterprise Software and Collaboration Tools :

 Microsoft Office 365, Google Workspace: Cloud-based productivity


suites for email, document collaboration, and communication.
 Salesforce, SAP, Oracle: Enterprise resource planning (ERP), customer
relationship management (CRM), and business process management
(BPM) platforms.

8. Networking and Infrastructure:

 Cisco, Juniper Networks: Networking hardware and equipment for


building and managing network infrastructure.
 VMware, Hyper-V: Virtualization platforms for creating and managing
virtual machines and virtualized environments.

APT IT Solutions likely evaluates and selects technologies based on factors such as
client requirements, scalability, security, cost-effectiveness, and industry best
practices. They may also keep abreast of emerging technologies and adapt their
technology stack accordingly to stay competitive in the market.

b) APSCHE:
The Andhra Pradesh State Council of Higher Education (APSCHE) is a
regulatory body responsible for overseeing higher education in the state of Andhra Pradesh,
India. Established to ensure quality education and streamline academic standards, APSCHE
plays a crucial role in coordinating admissions, implementing policies, and fostering
collaboration among universities and colleges across the state. It facilitates the development of
curriculum frameworks, conducts entrance examinations like EAMCET (Engineering,
Agriculture, and Medical Common Entrance Test), and promotes research and innovation in
higher education institutions.
C) University:
Jawaharlal Nehru Technological University, Kakinada (JNTUK), situated in the coastal city of
Kakinada in Andhra Pradesh, India, is renowned for its contributions to technical education and
research. Established in 1946 as the College of Engineering, Vizagapatam, it later became a
constituent college of Andhra University. In 2008, it attained autonomous status and was
designated as JNTUK. The university offers a wide range of undergraduate, postgraduate, and
doctoral programs in engineering, technology, pharmacy, management, and other allied fields.
With a sprawling campus equipped with state-of-the-art infrastructure and facilities, JNTUK
provides a conducive environment for learning and research. It emphasizes industry-academia
collaborations, fostering innovation and entrepreneurship among its students and faculty. JNTUK
is also known for its strong alumni network, which includes notable professionals and leaders in
various domains, contributing to the university's legacy of excellence in education and research.

D) Your College:
St. Ann's College of Engineering and Technology is an esteemed institution located in Chirala,
Andhra Pradesh, India. Established with the aim of providing quality education in the field of
engineering and technology, the college offers a range of undergraduate and postgraduate
programs in disciplines such as Computer Science, Electronics and Communication, Electrical
and Electronics, Mechanical, and Civil Engineering. Affiliated with the Jawaharlal Nehru
Technological University, Kakinada (JNTUK), the college maintains high academic standards
and emphasizes practical learning through well-equipped laboratories and industry-relevant
projects. St. Ann's College of Engineering and Technology is committed to nurturing students
into competent professionals with strong technical skills, ethical values, and a spirit of
innovation. The college also encourages extracurricular activities and entrepreneurship initiatives
to ensure holistic development among its students. With a dedicated faculty, modern
infrastructure, and a focus on research and development, St. Ann's College of Engineering and
Technology continues to be a preferred destination for aspiring engineers seeking quality
education and career opportunities.

2)Project Definition:

a)Project Description:
The Customer Relationship Management (CRM) project focuses on enhancing interactions and
relationships with customers through the implementation of a comprehensive CRM system. This
initiative aims to centralize customer data, streamline processes, and improve overall business
efficiency. By leveraging CRM technology, the organization seeks to personalize customer
interactions, automate sales and marketing processes, and provide superior customer service. The
project scope includes selecting and customizing CRM software, integrating it with existing
systems, migrating data, and providing user training. The expected benefits include improved
customer retention, increased sales revenue, enhanced operational efficiency, informed decision-
making, and a competitive advantage in the market.
b) Goal, Objectives:
Goals and Objectives of the CRM Project:

1. Enhance Customer Relationships: The primary goal of the CRM project is to strengthen
relationships with customers by providing personalized experiences, timely support, and efficient
communication channels.

2. Centralize Customer Data: The project aims to centralize customer data from various sources
into a unified database, creating a single source of truth for customer information.

3. Improve Customer Engagement: Through CRM implementation, the project seeks to improve
customer engagement by implementing tools and processes that facilitate effective
communication, feedback collection, and relationship management.

4. Increase Sales Efficiency: The project aims to increase sales efficiency by automating sales
processes, streamlining lead management, and providing sales teams with access to relevant
customer data and insights.

5. Enhance Customer Service Delivery: With the implementation of CRM, the project aims to
enhance customer service delivery by equipping service agents with comprehensive customer
profiles, communication history, and tools for issue resolution.

6. Personalize Marketing Efforts: The project aims to personalize marketing efforts by leveraging
CRM capabilities to analyze customer data, preferences, and behavior, enabling targeted and
relevant marketing campaigns.

7. Measure Performance and Analyze Data: The project seeks to measure the performance of
customer-facing activities and analyze data using CRM analytics to track key performance
indicators (KPIs), evaluate customer satisfaction levels, and identify areas for improvement.

8. Facilitate Collaboration: Through CRM implementation, the project aims to facilitate


collaboration among departments by sharing customer insights, coordinating efforts, and aligning
strategies to deliver exceptional customer experiences.

By achieving these goals and objectives, the CRM project aims to drive business growth,
improve operational efficiency, and establish the organization as a customer-centric enterprise.

C)Software Model and Tools:

Software Model and Tools for CRM Project:

1. Software Model:
The CRM project can utilize various software development models, depending on the
organization's requirements, resources, and project scope. Some commonly used models include:

a. Agile: Agile methodologies, such as Scrum or Kanban, can be effective for CRM projects as
they emphasize iterative development, continuous feedback, and adaptability to changing
requirements. This approach is well-suited for projects where customer needs and preferences
may evolve over time.

b. Waterfall: The Waterfall model follows a linear, sequential approach to software


development, with distinct phases such as requirements gathering, design, development, testing,
and deployment. This model may be suitable for CRM projects with well-defined and stable
requirements upfront.

c. Hybrid: A hybrid approach combines elements of both Agile and Waterfall methodologies,
allowing for flexibility in project management while maintaining some level of structure and
predictability.

2. Tools:

Several software tools can support the implementation and management of CRM projects.
These tools help streamline various aspects of the project lifecycle, from requirements gathering
to deployment and ongoing support. Some commonly used tools include:

a. CRM Software: Utilize CRM platforms such as Salesforce, Microsoft Dynamics 365, Zoho
CRM, or HubSpot CRM to manage customer relationships, track interactions, and automate sales
and marketing processes.

b. Project Management Tools: Use project management tools like Jira, Trello, Asana, or
Microsoft Project to plan, organize, and track tasks, timelines, and resources throughout the
CRM project lifecycle.

c. Collaboration Tools: Employ collaboration tools such as Slack, Microsoft Teams, or Google
Workspace to facilitate communication, document sharing, and collaboration among project team
members and stakeholders.

d. Data Integration Tools: Integrate CRM software with other systems and data sources using
tools like MuleSoft, Dell Boomi, or Zapier to ensure seamless data flow and interoperability
across the organization.

e. Testing and Quality Assurance Tools: Implement testing and QA tools like Selenium, JMeter,
or Postman to ensure the reliability, performance, and security of the CRM system through
automated testing and validation.
f. Analytics and Reporting Tools: Utilize analytics and reporting tools such as Tableau, Power
BI, or Google Analytics to analyze customer data, track KPIs, and generate actionable insights
for informed decision-making and performance monitoring.

By selecting the appropriate software model and tools for the CRM project, organizations can
effectively manage the implementation process, optimize system performance, and achieve their
business objectives related to customer relationship management.

D)Technology:

Technologies Used in CRM Projects:

1. Database Management Systems (DBMS):

CRM projects typically rely on robust DBMS platforms to store and manage large volumes of
customer data. Popular choices include:

- MySQL

- PostgreSQL

- Microsoft SQL Server

- Oracle Database

- MongoDB (for NoSQL databases)

2. CRM Software:

CRM systems serve as the central hub for managing customer relationships and interactions.
Organizations may use commercial or open-source CRM software, such as:

- Salesforce

- Microsoft Dynamics 365

- Zoho CRM

- HubSpot CRM

- SugarCRM

- SuiteCRM (open-source)
3. Web Development Frameworks:

For building CRM applications with web interfaces, organizations often leverage web
development frameworks to streamline development and ensure scalability. Popular frameworks
include:

- AngularJS

- React.js

- Vue.js

- ASP.NET Core (for Microsoft environments)

- Ruby on Rails

4. Programming Languages:

Various programming languages are used in CRM project development, depending on the
technology stack and project requirements. Commonly used languages include:

- JavaScript (for client-side scripting)

- Python

- Java

- C#

- PHP

5. APIs and Integration Tools:

Integrating CRM systems with other business applications and data sources is crucial for
comprehensive customer management. Technologies used for integration include:

- RESTful APIs

- SOAP APIs
- Integration middleware platforms (e.g., MuleSoft, Dell Boomi)

- Data integration tools (e.g., Zapier)

6. Cloud Computing Platforms:

Many organizations opt for cloud-based CRM solutions to leverage scalability, flexibility, and
accessibility. Popular cloud platforms for hosting CRM applications include:

- Amazon Web Services (AWS)

- Microsoft Azure

- Google Cloud Platform (GCP)

- Salesforce Platform (Force.com)

7. Security Technologies:

Protecting customer data and ensuring compliance with privacy regulations are paramount in
CRM projects. Security technologies employed may include:

- Encryption algorithms

- SSL/TLS protocols

- Multi-factor authentication (MFA)

- Role-based access control (RBAC)

- Data masking and anonymization techniques

8. Analytics and Business Intelligence (BI) Tools:

Analyzing customer data and deriving actionable insights are essential aspects of CRM
projects. Technologies used for analytics and BI include:

- Tableau
- Microsoft Power BI

- Google Analytics

- Apache Hadoop

- Apache Spark

By leveraging these technologies effectively, organizations can develop and deploy CRM
solutions that improve customer relationships, enhance operational efficiency, and drive business
growth.

3)Project Development:
ANALYSIS:

DEFINE BUSINESS REQUIREMENTS:


Business requirements for Customer Relationship Management (CRM) systems typically include
a set of functionalities and features that an organization needs to effectively manage its
interactions with customers and prospects.

DEFINE USER REQUIREMENTS:


User requirements for CRM (Customer Relationship Management) systems outline the specific
needs, expectations, and preferences of the end-users who will interact with the system regularly.
Understanding user requirements is crucial for designing a CRM solution that is intuitive, user-
friendly, and aligned with the users' daily tasks and responsibilities.

DESIGN:

Functional Requirements:
Functional requirements for a CRM (Customer Relationship Management) system describe the
specific functionalities and features that the system must have to meet the business needs and
objectives of an organization. These requirements define what the CRM system should do to
support various business processes and activities. Here are some common functional
requirements for CRM:
1. **Contact Management**:

- Store and manage customer and prospect contact information, including names, addresses,
phone numbers, emails, and social media profiles.

- Capture and update contact details through various channels like web forms, imports, and
integrations.

2. **Interaction Tracking**:

- Record and track all interactions with customers, such as emails, phone calls, meetings, and
purchases.

- Log interaction details, timestamps, participants, and outcomes for each interaction.

3. **Lead and Opportunity Management**:

- Capture, track, and manage leads from various sources.

- Qualify leads based on predefined criteria and convert them into opportunities.

- Track sales opportunities through different stages of the sales pipeline.

4. **Sales Pipeline Management**:

- Visualize and manage the sales pipeline with stages, probabilities, and forecasts.

- Assign and track tasks, activities, and follow-ups associated with each sales opportunity.

5. **Task and Calendar Management**:

- Schedule appointments, set reminders, and manage tasks related to customer interactions,
follow-ups, and meetings.

- Sync with external calendars and send reminders via email or notifications.

6. **Reporting and Analytics**:


- Generate standard and custom reports to analyze sales performance, customer engagement,
and other key metrics.

- Create dashboards with visualizations, charts, and graphs for real-time insights.

7. **Workflow Automation**:

- Automate repetitive tasks, processes, and workflows to improve efficiency and productivity.

- Define and execute automated actions based on triggers, conditions, and criteria.

8. **Marketing Automation**:

- Integrate with marketing tools to execute and track marketing campaigns.

- Manage marketing lists, segments, and target audiences for personalized marketing
communications.

9. **Customer Service and Support**:

- Manage customer service requests, cases, tickets, and inquiries.

- Assign, prioritize, and track the resolution of customer issues through to completion.

10. **Integration Capabilities**:

- Integrate with other business systems such as ERP, e-commerce platforms, marketing
automation tools, and more.

- Ensure seamless data flow and synchronization across integrated systems.

11. **Security and Compliance**:

- Implement role-based access control (RBAC) to control user access to CRM data and
functionalities.

- Ensure data encryption, audit trails, and compliance with data protection regulations like
GDPR, CCPA, and others.
12. **Mobile Access**:

- Provide mobile access to CRM data and functionalities through native mobile apps or
responsive web design.

- Support offline access and synchronization for field sales reps and service technicians.

13. **Customization and Configuration**:

- Customize fields, layouts, views, and modules to align with specific business processes and
requirements.

- Configure automation rules, validation rules, and business logic without coding.

14. **Multi-channel Support**:

- Support multiple communication channels such as email, phone, chat, social media, and web
forms.

- Enable omnichannel customer engagement and communication tracking.

These functional requirements serve as a foundation for selecting, designing, and implementing a
CRM system that meets the unique needs of an organization and its stakeholders. It's essential to
prioritize these requirements based on business objectives, user needs, and organizational
constraints to ensure successful CRM deployment and adoption.

Non-Functional Requirements :
Non-functional requirements define the quality attributes, constraints, and performance
characteristics that a CRM (Customer Relationship Management) system must adhere to. These
requirements focus on how the system performs its functions rather than what functions it
performs. Here are some common non-functional requirements for CRM systems:

1. **Performance**:

- **Response Time**: The system should respond to user actions within a specified time frame
to ensure smooth user experience.
- **Scalability**: The CRM system should be able to handle an increasing number of users,
transactions, and data volume without compromising performance.

- **Load Handling**: Ability to handle peak loads and high concurrent user sessions without
degradation in performance.

2. **Availability**:

- **Uptime**: The system should be available and accessible to users as per the defined
service level agreement (SLA), typically expressed as a percentage (e.g., 99.9% uptime).

- **Fault Tolerance**: The system should be resilient to failures and able to recover quickly
from unexpected errors or disruptions.

3. **Reliability**:

- **Data Integrity**: Ensure the accuracy, consistency, and reliability of CRM data through
data validation, verification, and backup mechanisms.

- **System Stability**: The CRM system should operate without frequent crashes, bugs, or
issues that impact user productivity.

4. **Security**:

- **Data Encryption**: All sensitive data stored in the CRM system should be encrypted to
protect against unauthorized access and data breaches.

- **Authentication and Authorization**: Implement strong authentication methods and role-


based access control (RBAC) to ensure only authorized users can access the system and data.

- **Audit Trails**: Maintain detailed logs of user activities, data modifications, and system
events for traceability, accountability, and compliance purposes.

5. **Usability**:

- **User Interface (UI)**: The CRM system should have an intuitive, user-friendly interface
with clear navigation, consistent layout, and accessibility features.
- **Accessibility**: Ensure the CRM system is accessible to users with disabilities, compliant
with accessibility standards such as WCAG (Web Content Accessibility Guidelines).

6. **Compatibility**:

- **Platform Compatibility**: The CRM system should be compatible with various operating
systems, browsers, and devices to ensure broad accessibility and usability.

- **Integration Compatibility**: Ensure seamless integration with other business systems,


APIs, and third-party applications without conflicts or data synchronization issues.

7. **Maintainability**:

- **Modularity**: The CRM system architecture should be modular and well-structured,


allowing for easy updates, modifications, and enhancements.

- **Documentation**: Provide comprehensive documentation, user guides, and technical


manuals to support system administrators, developers, and end-users.

8. **Compliance**:

- **Regulatory Compliance**: Ensure the CRM system complies with relevant industry
regulations, data protection laws (e.g., GDPR, CCPA), and standards.

- **Localization**: Support for multiple languages, currencies, and regional settings to cater to
global markets and regulatory requirements.

9. **Backup and Recovery**:

- **Data Backup**: Implement regular automated backups of CRM data to prevent data loss
and facilitate data recovery in case of failures or disasters.

- **Disaster Recovery**: Have a robust disaster recovery plan and infrastructure in place to
restore the CRM system and data in the event of major disruptions or outages.

10. **Interoperability**:
- **API Support**: Provide well-documented APIs (Application Programming Interfaces) to
enable seamless integration with other systems, applications, and services.

- **Data Exchange Formats**: Support standard data exchange formats and protocols to
facilitate data import/export and interoperability with external systems.

Considering these non-functional requirements is crucial during the CRM selection, design, and
implementation phases to ensure the system's reliability, performance, security, and user
satisfaction. It's essential to prioritize these requirements based on business needs, user
expectations, and organizational constraints to achieve a successful CRM deployment that meets
both functional and non-functional objectives.

CODING:

DATABASE DESIGN:
Designing a database for a CRM (Customer Relationship Management) system is a critical task
that involves structuring and organizing data to support the system's functionalities, performance,
and scalability. A well-designed database ensures efficient data storage, retrieval, and
management, enabling the CRM system to operate effectively and provide valuable insights into
customer interactions and relationships. Here's a high-level overview of the database design
considerations for a CRM system:

1. **Identify Entities and Attributes**:

- **Entities**: Identify the main entities or objects that the CRM system will manage, such as
Customers, Leads, Opportunities, Contacts, Interactions, Products, and Sales.

- **Attributes**: Define the attributes or fields for each entity, such as CustomerID,
FirstName, LastName, Email, Phone, Address, LeadSource, OpportunityAmount, ProductName,
InteractionDate, etc.

2. **Define Relationships**:

- **One-to-Many (1:N)**: Establish relationships between entities, such as one Customer


having multiple Interactions or Opportunities.

- **Many-to-Many (M:N)**: Handle many-to-many relationships, such as multiple Products


associated with multiple Opportunities, using junction tables or associative entities.
- **Foreign Keys**: Implement foreign keys to enforce referential integrity and maintain data
consistency between related tables.

3. **Normalization**:

- **Eliminate Redundancy**: Normalize the database schema to eliminate data redundancy


and dependency by organizing data into multiple tables based on functional dependencies and
relationships.

- **Reduce Data Anomalies**: Ensure the database is in 3NF (Third Normal Form) or higher
to minimize data anomalies and improve data integrity.

4. **Data Types and Constraints**:

- **Data Types**: Choose appropriate data types for each attribute, such as VARCHAR, INT,
DATE, DECIMAL, BOOLEAN, etc., based on the nature of the data and storage requirements.

- **Constraints**: Define constraints like NOT NULL, UNIQUE, PRIMARY KEY, FOREIGN
KEY, and CHECK constraints to enforce data integrity, uniqueness, and validation rules.

5. **Indexes and Optimization**:

- **Indexes**: Create indexes on frequently queried columns and join fields to improve query
performance and reduce data retrieval time.

- **Partitioning**: Implement data partitioning strategies to manage large datasets efficiently


and optimize query performance.

- **Optimization**: Monitor and optimize database performance through query optimization,


indexing, caching, and regular maintenance tasks like vacuuming, reindexing, and updating
statistics.

6. **Security and Access Control**:

- **Authentication**: Implement strong authentication mechanisms to control access to the


database and CRM system, including user authentication, password policies, and multi-factor
authentication (MFA).
- **Authorization**: Define role-based access control (RBAC) to manage user roles,
permissions, and privileges for accessing, modifying, and deleting data based on user roles and
responsibilities.

- **Encryption**: Encrypt sensitive data at rest and in transit using encryption algorithms and
protocols to protect data confidentiality and integrity.

7. **Backup and Recovery**:

- **Backup Strategy**: Establish a robust backup strategy to create regular backups of the
database to prevent data loss and facilitate data recovery in case of failures, disasters, or human
errors.

- **Recovery Plan**: Develop a disaster recovery plan and procedures to restore the database
and CRM system to a functional state within the defined recovery time objective (RTO) and
recovery point objective (RPO).

8. **Scalability and Performance**:

- **Scalability**: Design the database schema and architecture to accommodate future growth,
increased user load, and expanding data volumes without compromising performance.

- **Performance Tuning**: Monitor database performance metrics, identify bottlenecks, and


implement performance tuning techniques like query optimization, indexing, caching, and
hardware upgrades to enhance system performance and responsiveness.

9. **Audit Trails and Logging**:

- **Audit Trails**: Implement audit trails and logging mechanisms to track and record user
activities, data modifications, system events, and security incidents for accountability,
compliance, and forensic analysis.

- **Monitoring and Alerts**: Set up monitoring tools, alerts, and notifications to proactively
monitor database health, performance, security, and compliance metrics, and respond to potential
issues promptly.

10. **Documentation and Documentation**:


- **Documentation**: Maintain comprehensive documentation of the database schema, data
dictionary, relationships, constraints, indexes, stored procedures, and triggers to facilitate system
understanding, troubleshooting, and future modifications.

- **Change Management**: Implement change management processes and version control for
database schema changes, updates, and migrations to ensure consistency, traceability, and
manageability across environments.

By following these database design principles and best practices, you can create a robust,
scalable, and high-performance database architecture for your CRM system that supports the
organization's needs, fosters data-driven decision-making, and enhances customer engagement
and satisfaction. Collaborating with database administrators (DBAs), developers, and
stakeholders throughout the design process ensures alignment with business requirements,
technical standards, and industry best practices.

CODING:

Index.html

<!DOCTYPE html>

<html lang="en">

<head>

<meta charset="UTF-8">

<meta name="viewport" content="width=device-width, initial-scale=1.0">

<title>Contact Management System</title>

<link rel="stylesheet" href="/css//styles.css">

</head>

<body>

<nav>

<ul>
<li><a href="#contact-management" class="nav-link">Contact
Management</a></li>

<li><a href="#interaction-tracking" class="nav-link">Interaction


Tracking</a></li>

<li><a href="/back.html" class="nav-link">Lead and Opportunity


Management</a></li>

<li><a href="#reporting-analytics" class="nav-link">Reporting and


Analytics</a></li>

</ul>

</nav>

<section id="contact-management" class="section">

<!-- Contact Management content here -->

<div class="container">

<h2>Contact Management</h2>

<form id="contactForm">

<label for="name">Name:</label>

<input type="text" id="name" name="name" required><br>

<label for="email">Email:</label>

<input type="email" id="email" name="email" required><br>

<label for="phone">Phone:</label>

<input type="tel" id="phone" name="phone" required><br>


<label for="address">Address:</label>

<textarea id="address" name="address" required></textarea><br>

<button type="submit">Add Contact</button>

</form>

<table id="contactList">

<thead>

<tr>

<th>Name</th>

<th>Email</th>

<th>Phone</th>

<th>Address</th>

<th>Action</th>

</tr>

</thead>

<tbody>

<!-- Contact details will be added dynamically here -->

</tbody>

</table>

</div>

</section>
<section id="interaction-tracking" class="section">

<!-- Interaction Tracking content here -->

<div class="container">

<h2>Interaction Tracking</h2>

<form id="interactionForm">

<label for="interactionType">Interaction Type:</label>

<select id="interactionType" name="interactionType">

<option value="email">Email</option>

<option value="phone">Phone Call</option>

<option value="meeting">Meeting</option>

<!-- Add more options as needed -->

</select><br>

<label for="interactionDate">Date:</label>

<input type="date" id="interactionDate" name="interactionDate"


required><br>

<label for="interactionNotes">Notes:</label>

<textarea id="interactionNotes" name="interactionNotes"


required></textarea><br>

<button type="submit">Record Interaction</button>

</form>

<div id="interactionList"></div>
</div>

</section>

<section id="lead-opportunity-management" class="section">

<!-- Lead and Opportunity Management content here -->

<div class="container">

<h2>Lead and Opportunity Management</h2>

<!-- Lead Management Form -->

<form id="leadForm">

<label for="leadName">Lead Name:</label>

<input type="text" id="leadName" name="leadName"


required><br>

<!-- Add more fields as needed for lead information -->

<!-- For example: Company, Contact Information, Source, Status,


etc. -->

<button type="submit">Add Lead</button>

</form>

<!-- Container to display the list of leads -->

<div id="leadList"></div>

<!-- Opportunity Management Form -->

<form id="opportunityForm">

<label for="opportunityName">Opportunity Name:</label>


<input type="text" id="opportunityName"
name="opportunityName" required><br>

<!-- Add more fields as needed for opportunity information -->

<!-- For example: Lead, Expected Revenue, Close Date, Stage, etc. --
>

<button type="submit">Add Opportunity</button>

</form>

<!-- Container to display the list of opportunities -->

<div id="opportunityList"></div>

</div>

</section>

<section id="reporting-analytics" class="section">

<!-- Reporting and Analytics content here -->

<div>

<label for="reportType">Select Report Type:</label>

<select id="reportType">

<option value="sales">Sales Report</option>

<option value="customer">Customer Report</option>

</select>

</div>
<div id="analyticsContainer"></div>

</section>

<script src="./js//scripts.js"></script>

</body>

</html>

Css/styles.css

/* Add your CSS styles here */

nav {

background-color: #333;

padding: 10px 0;

text-align: center;

nav ul {

list-style: none;

padding: 0;

nav ul li {

display: inline;

margin-right: 20px;
}

.nav-link {

color: white;

text-decoration: none;

font-weight: bold;

.nav-link:hover {

color: #ddd;

.section {

display: none;

.section.active {

display: block;

/* Add your CSS styles here */

nav {

background-color: #333;

padding: 10px 0;
text-align: center;

nav ul {

list-style: none;

padding: 0;

nav ul li {

display: inline;

margin-right: 20px;

.nav-link {

color: white;

text-decoration: none;

font-weight: bold;

.nav-link:hover {

color: #ddd;

}
.section {

display: none;

.section.active {

display: block;

.container {

max-width: 800px;

margin: 20px auto;

padding: 20px;

border: 1px solid #ccc;

border-radius: 5px;

h2 {

text-align: center;

form {

margin-bottom: 20px;

}
label {

display: block;

margin-bottom: 5px;

input[type="text"],

input[type="email"],

input[type="tel"],

textarea {

width: 100%;

padding: 8px;

margin-bottom: 10px;

border: 1px solid #ccc;

border-radius: 4px;

button {

padding: 10px 20px;

background-color: #007bff;

color: #fff;

border: none;

border-radius: 4px;
cursor: pointer;

button:hover {

background-color: #0056b3;

/* Add your CSS styles here */

table {

border-collapse: collapse;

width: 100%;

th, td {

border: 1px solid #ddd;

padding: 8px;

text-align: left;

th {

background-color: #f2f2f2;

}
.calendar {

max-width: 400px;

margin: 0 auto;

border: 1px solid #ccc;

border-radius: 5px;

padding: 10px;

.calendar-header {

display: flex;

justify-content: space-between;

align-items: center;

margin-bottom: 10px;

.calendar-header button {

background-color: #007bff;

color: #fff;

border: none;

border-radius: 5px;

padding: 5px 10px;

cursor: pointer;

}
.calendar-body {

display: grid;

grid-template-columns: repeat(7, 1fr);

.calendar-day {

border: 1px solid #ccc;

padding: 10px;

text-align: center;

.task-input {

margin-top: 5px;

width: 80%;

Js/scripts.js

document.addEventListener('DOMContentLoaded', function() {

const navLinks = document.querySelectorAll('.nav-link');

const sections = document.querySelectorAll('.section');

// Add click event listener to each nav link

navLinks.forEach(link => {
link.addEventListener('click', function(event) {

event.preventDefault(); // Prevent default link behavior

const targetSectionId = this.getAttribute('href').substring(1);

showSection(targetSectionId);

});

});

// Function to show/hide sections based on selected nav link

function showSection(sectionId) {

// Hide all sections

sections.forEach(section => {

section.classList.remove('active');

});

// Show selected section

const targetSection = document.getElementById(sectionId);

targetSection.classList.add('active');

const contactForm = document.getElementById('contactForm');

const contactList = document.getElementById('contactList');

// Event listener for form submission


contactForm.addEventListener('submit', function(event) {

event.preventDefault(); // Prevent default form submission

// Get form data

const formData = new FormData(contactForm);

const contactData = {};

formData.forEach((value, key) => {

contactData[key] = value;

});

// Add contact to the table

addContactToTable(contactData);

// Clear form fields

contactForm.reset();

});

// Function to add contact to the table

function addContactToTable(contactData) {

const row = document.createElement('tr');

row.innerHTML = `

<td>${contactData.name}</td>

<td>${contactData.email}</td>
<td>${contactData.phone}</td>

<td>${contactData.address}</td>

<td><button onclick="deleteContact(this)">Delete</button></td>

`;

contactList.querySelector('tbody').appendChild(row);

// Function to delete contact from the table

function deleteContact(button) {

const row = button.closest('tr');

row.remove();

// Sample interaction data and related functions

let interactions = [];

function renderInteractions() {

const interactionList = document.getElementById('interactionList');

interactionList.innerHTML = '';

interactions.forEach((interaction, index) => {


const div = document.createElement('div');

div.classList.add('interaction-item');

div.innerHTML = `

<strong>${interaction.interactionType}</strong><br>

Date: ${interaction.interactionDate}<br>

Notes: ${interaction.interactionNotes}<br>

<button onclick="deleteInteraction(${index})">Delete</button>

`;

interactionList.appendChild(div);

});

function addInteraction(event) {

event.preventDefault();

const interactionType =
document.getElementById('interactionType').value;

const interactionDate =
document.getElementById('interactionDate').value;

const interactionNotes =
document.getElementById('interactionNotes').value;

interactions.push({ interactionType, interactionDate, interactionNotes });


document.getElementById('interactionForm').reset();

renderInteractions();

function deleteInteraction(index) {

interactions.splice(index, 1);

renderInteractions();

document.getElementById('interactionForm').addEventListener('submit',
addInteraction);

renderInteractions();

// Sample lead data and related functions

let leads = [];

function renderLeads() {

const leadList = document.getElementById('leadList');

leadList.innerHTML = '';

leads.forEach((lead, index) => {


const div = document.createElement('div');

div.classList.add('lead-item');

div.innerHTML = `

<strong>${lead.leadName}</strong><br>

<!-- Display lead information here -->

<button onclick="deleteLead(${index})">Delete</button>

`;

leadList.appendChild(div);

});

function addLead(event) {

event.preventDefault();

const leadName = document.getElementById('leadName').value;

// Retrieve other lead information from additional form fields

leads.push({ leadName });

// Add other lead information to the leads array as needed

document.getElementById('leadForm').reset();

renderLeads();
}

function deleteLead(index) {

leads.splice(index, 1);

renderLeads();

document.getElementById('leadForm').addEventListener('submit',
addLead);

renderLeads();

// Sample opportunity data and related functions

let opportunities = [];

function renderOpportunities() {

const opportunityList = document.getElementById('opportunityList');

opportunityList.innerHTML = '';

opportunities.forEach((opportunity, index) => {

const div = document.createElement('div');

div.classList.add('opportunity-item');

div.innerHTML = `
<strong>${opportunity.opportunityName}</strong><br>

<!-- Display opportunity information here -->

<button onclick="deleteOpportunity(${index})">Delete</button>

`;

opportunityList.appendChild(div);

});

function addOpportunity(event) {

event.preventDefault();

const opportunityName =
document.getElementById('opportunityName').value;

// Retrieve other opportunity information from additional form fields

opportunities.push({ opportunityName });

// Add other opportunity information to the opportunities array as


needed

document.getElementById('opportunityForm').reset();

renderOpportunities();

}
function deleteOpportunity(index) {

opportunities.splice(index, 1);

renderOpportunities();

document.getElementById('opportunityForm').addEventListener('submit',
addOpportunity);

renderOpportunities();

// Function to generate report based on selected report type

function generateReport() {

const reportType = document.getElementById('reportType').value;

// Based on the selected report type, call the corresponding function to


generate the report

switch (reportType) {

case 'sales':

generateSalesReport();

break;

case 'customer':

generateCustomerReport();
break;

// Add more cases for additional report types

default:

console.error('Invalid report type');

// Function to generate sales report

function generateSalesReport() {

// Sample sales data (replace with actual data retrieval logic)

const salesData = [

{ month: 'January', revenue: 10000 },

{ month: 'February', revenue: 12000 },

{ month: 'March', revenue: 15000 },

// Add more data as needed

];

// Render the sales report

renderSalesReport(salesData);

// Function to render sales report

function renderSalesReport(salesData) {
const reportContainer = document.getElementById('reportContainer');

reportContainer.innerHTML = ''; // Clear previous report content

const salesTable = document.createElement('table');

salesTable.innerHTML = `

<caption>Sales Report</caption>

<thead>

<tr>

<th>Month</th>

<th>Revenue</th>

</tr>

</thead>

<tbody>

${salesData.map(data => `<tr><td>${data.month}</td><td>$


{data.revenue}</td></tr>`).join('')}

</tbody>

`;

reportContainer.appendChild(salesTable);

// Function to generate customer report

function generateCustomerReport() {

// Sample customer data (replace with actual data retrieval logic)


const customerData = [

{ name: 'Customer A', purchases: 5 },

{ name: 'Customer B', purchases: 8 },

{ name: 'Customer C', purchases: 3 },

// Add more data as needed

];

// Render the customer report

renderCustomerReport(customerData);

// Function to render customer report

function renderCustomerReport(customerData) {

const reportContainer = document.getElementById('reportContainer');

reportContainer.innerHTML = ''; // Clear previous report content

const customerTable = document.createElement('table');

customerTable.innerHTML = `

<caption>Customer Report</caption>

<thead>

<tr>

<th>Name</th>

<th>Purchases</th>
</tr>

</thead>

<tbody>

${customerData.map(data => `<tr><td>${data.name}</td><td>$


{data.purchases}</td></tr>`).join('')}

</tbody>

`;

reportContainer.appendChild(customerTable);

});

back.html:

<!DOCTYPE html>

<html lang="en">

<head>

<meta charset="UTF-8">

<meta name="viewport" content="width=device-width, initial-scale=1.0">

<title>Lead and Opportunity Management</title>

<link rel="stylesheet" href="/css//styles.css">

</head>

<body>

<div class="container">

<h2>Lead and Opportunity Management</h2>

<!-- Lead Management Form -->


<form id="leadForm">

<h3>Lead Management Form</h3>

<label for="leadName">Lead Name:</label>

<input type="text" id="leadName" name="leadName"


required><br>

<label for="leadCompany">Company:</label>

<input type="text" id="leadCompany" name="leadCompany"


required><br>

<label for="leadEmail">Email:</label>

<input type="email" id="leadEmail" name="leadEmail"


required><br>

<label for="leadPhone">Phone:</label>

<input type="tel" id="leadPhone" name="leadPhone" required><br>

<label for="leadSource">Source:</label>

<input type="text" id="leadSource" name="leadSource"


required><br>

<label for="leadStatus">Status:</label>

<input type="text" id="leadStatus" name="leadStatus"


required><br>

<button type="submit">Add Lead</button>

</form>

<!-- Container to display the list of leads -->

<div>

<h3>Leads</h3>
<table id="leadListTable">

<thead>

<tr>

<th>Lead Name</th>

<th>Company</th>

<th>Email</th>

<th>Phone</th>

<th>Source</th>

<th>Status</th>

</tr>

</thead>

<tbody id="leadList"></tbody>

</table>

</div>

<!-- Opportunity Management Form -->

<form id="opportunityForm">

<h3>Opportunity Management Form</h3>

<label for="opportunityName">Opportunity Name:</label>

<input type="text" id="opportunityName"


name="opportunityName" required><br>

<label for="opportunityLead">Lead:</label>
<input type="text" id="opportunityLead" name="opportunityLead"
required><br>

<label for="opportunityRevenue">Expected Revenue:</label>

<input type="text" id="opportunityRevenue"


name="opportunityRevenue" required><br>

<label for="opportunityCloseDate">Close Date:</label>

<input type="date" id="opportunityCloseDate"


name="opportunityCloseDate" required><br>

<label for="opportunityStage">Stage:</label>

<input type="text" id="opportunityStage" name="opportunityStage"


required><br>

<button type="submit">Add Opportunity</button>

</form>

<!-- Container to display the list of opportunities -->

<div>

<h3>Opportunities</h3>

<table id="opportunityListTable">

<thead>

<tr>

<th>Opportunity Name</th>

<th>Lead</th>

<th>Expected Revenue</th>

<th>Close Date</th>

<th>Stage</th>
</tr>

</thead>

<tbody id="opportunityList"></tbody>

</table>

</div>

</div>

<script>

document.addEventListener('DOMContentLoaded', function() {

const leadForm = document.getElementById('leadForm');

const leadListTable = document.getElementById('leadListTable');

const opportunityForm =
document.getElementById('opportunityForm');

const opportunityListTable =
document.getElementById('opportunityListTable');

leadForm.addEventListener('submit', function(event) {

event.preventDefault();

const leadName = document.getElementById('leadName').value;

const leadCompany =
document.getElementById('leadCompany').value;

const leadEmail = document.getElementById('leadEmail').value;

const leadPhone = document.getElementById('leadPhone').value;

const leadSource = document.getElementById('leadSource').value;


const leadStatus = document.getElementById('leadStatus').value;

const leadData = {

leadName: leadName,

company: leadCompany,

email: leadEmail,

phone: leadPhone,

source: leadSource,

status: leadStatus

};

addLeadToTable(leadData);

leadForm.reset();

});

opportunityForm.addEventListener('submit', function(event) {

event.preventDefault();

const opportunityName =
document.getElementById('opportunityName').value;

const opportunityLead =
document.getElementById('opportunityLead').value;

const opportunityRevenue =
document.getElementById('opportunityRevenue').value;

const opportunityCloseDate =
document.getElementById('opportunityCloseDate').value;
const opportunityStage =
document.getElementById('opportunityStage').value;

const opportunityData = {

opportunityName: opportunityName,

lead: opportunityLead,

expectedRevenue: opportunityRevenue,

closeDate: opportunityCloseDate,

stage: opportunityStage

};

addOpportunityToTable(opportunityData);

opportunityForm.reset();

});

function addLeadToTable(leadData) {

const leadList = document.getElementById('leadList');

const row = leadList.insertRow();

row.innerHTML = `

<td>${leadData.leadName}</td>

<td>${leadData.company}</td>

<td>${leadData.email}</td>

<td>${leadData.phone}</td>

<td>${leadData.source}</td>

<td>${leadData.status}</td>
`;

function addOpportunityToTable(opportunityData) {

const opportunityList =
document.getElementById('opportunityList');

const row = opportunityList.insertRow();

row.innerHTML = `

<td>${opportunityData.opportunityName}</td>

<td>${opportunityData.lead}</td>

<td>${opportunityData.expectedRevenue}</td>

<td>${opportunityData.closeDate}</td>

<td>${opportunityData.stage}</td>

`;

});

</script>

</body>

</html>
Test Cases:
Test
Test Case
Case Expected Result Actual Result Pass/Fail
Description
ID
Clicking onCorresponding section All sections are
TC001 Pass
Nav Links should be displayed. displayed correctly.
Contact should be
Adding a added to the contact list Contact added
TC002 Pass
Contact table with provided successfully to the table.
information.
Contact details should
Editing a Contact details updated
TC003 be updated in the Pass
Contact successfully.
contact list table.
Contact should be
Deleting a Contact removed
TC004 removed from the Pass
Contact successfully.
contact list table.
Interaction should be
Recording an Interaction recorded and
TC005 recorded and displayed Pass
Interaction displayed successfully.
in the interaction list.
Lead should be added
Adding a Lead added successfully
TC006 to the lead list with Pass
Lead to the list.
provided information.
Opportunity should be
Adding an added to the Opportunity added
TC007 Pass
Opportunity opportunity list with successfully to the list.
provided information.
Test
Test Case
Case Expected Result Actual Result Pass/Fail
Description
ID
Sales report should be
Generating a Sales report generated
TC008 generated based on Pass
Sales Report successfully.
provided data.

Results and Reports:


Contact management
Interaction Tracking
Lead and Opportunity Management Form
Reporting and Analysis API :

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