Job Description
Overview Tabel Job Responsibility – Modul CRM & Terkait
| Role | Tanggung Jawab Utama | Fokus Modul Odoo |
|---|---|---|
| 👔 Sales Executive | Follow-up lead & update pipeline. Membuat opportunity baru & menjaga hubungan dengan contact person (contoh: Andi). | CRM (Pipeline, Lead/Opportunity) |
| 📝 Sales Admin | Input data kontak baru, membuat quotation, mengelola Sales Order, memastikan data penjualan rapi. | Contacts, Sales |
| 📊 Sales Manager | Review & approve quotation besar, monitor pipeline tim, analisis laporan sales. | CRM, Sales Reporting |
| 💰 Finance Officer | Membuat invoice dari Sales Order, mengirim ke contact Finance (contoh: Rina), memantau jatuh tempo. | Accounting (Customer Invoices) |
| 📑 Accountant | Register payment, update status invoice, rekonsiliasi, laporan keuangan. | Accounting (Payments, Journal Items) |
| 📢 Marketing Officer (opsional) | Membuat kampanye Email/SMS, menghasilkan lead baru, segmentasi customer. | Marketing (Email/SMS Campaigns) |
🎯 Fungsi Tabel
Memberikan gambaran cepat siapa bertugas apa.
Menjadi peta peran sebelum kita gali detail job description per role.
Cocok sebagai lampiran awal SOP di modul Dummy CRM Functional.
