Dynamics 365 export to excel pivot table jobs

...displaying on project pages, using explorer, Using terminals, cables and plugs, Message management, performing error checking, Report templates, Transferring product data to Excel, Exporting PDF/DXF/DWG files, Working with PLC, assignment lists, • Creating projects and templates, Cross-reference and connection symbols, Configuration principles and reference marking (IEC Standard), Eplan Cloud, Data Portal, Device concept, • Project design and project follow-up after project design and ensuring the continuity of projects as project management, • Controlling the software in S7-1500, S7-1200 plc cpu's from Tia Portal program, according to the name and ip assignment features of asynchronous motors, sensors and pneumatic system I/O testing and commiss...

I'm looking for an experienced SAP OOPS coder with a strong focus on ALV Reports. Key Requirements: - Expertise in implementing factory method ALV grid output - Ability to import data from Excel into ALV Reports Skills and experience: - Proficiency in SAP OOPS coding, particularly in ALV Reports - Prior experience in Module Pool programming - Knowledge of creating and manipulating ALV Reports for various functionalities - Strong understanding of Object-oriented programming within SAP - Familiarity with Excel data import processes in SAP OOPS

I need assistance in creating a Macro that would convert data from multiple worksheets in an Excel workbook into pipe-delimited flat files. - Data Source: The data is sourced from multiple worksheets within the same Excel workbook. - File Representation: I want specific worksheets to be converted into flat files, not all of them, nor a single combined file. -Worksheet Selection: The specific sheets to be included in the conversion follow a particular naming pattern. - Create header from a specific cell in worksheet and pull data from specific row Ideal skills for this project should include: - Proficiency in Excel Macro Please include examples of similar past projects in your bid.

...developing an Excel spreadsheet for a project. I require professional assistance in creating this spreadsheet, which will primarily involve numerical data. Key Needs: - Implementation of Formulas and Functions: I need these to manipulate and analyze the data effectively. - Creation of Charts and Graphs: These will be used to visually represent the data, so I need someone skilled in designing clear, accurate, and visually appealing graphs. - Using Pivot Tables: I need help in organizing and summarizing my data using pivot tables. Ideal Skills: - Advanced Excel expertise: You should be proficient in using Excel and have a strong understanding of its features. - Data Analysis Skills: You should be able to help me analyze my numeric...

I require a system to automate the processing of results from Microsoft Forms. This includes generating reports in Excel and sending automatic emails via Outlook based on the results. For example if the answer to one of the questions on the microsoft form is "NO" an email will automatically send to a specific email address with other key data from the microsoft form. Key requirements: - Create an automated system to generate Excel reports from Microsoft Forms results. - Develop a mechanism for sending automatic emails through Outlook based on the data. - Ensure the system is user-friendly and efficient. Skills & Experience: - Proficient in Microsoft Forms, Excel and Outlook. - Previous experience in automation of data proces...

I need assistance with entering text data from online content into Excel. The job involves basic formatting such as using bold and italics where needed. Ideal skills and experience for the job include: - Proficiency in Excel - Attention to detail - Ability to follow formatting instructions - Familiarity with data entry from online sources

I need an experienced Excel professional to refine my financial report. The tasks will primarily involve: - Creating visually appealing and informative graphs and charts - Specifically, I need a pie chart to represent a portion of the data An ideal freelancer for this project should have: - Extensive experience with Excel, particularly in working with financial reports - A keen eye for detail, ensuring all visual representations are accurate and well presented - Skills in creating engaging and informative visuals that can enhance the readability and understanding of the report Please include examples of similar projects you've completed in your bid. Thank you!

I'm in need of a robust marketing strategy aimed at increasing my sales. The primary focus of this campaign will be on harnessing the power of Social ...increasing my sales. The primary focus of this campaign will be on harnessing the power of Social Media and Search Engine Optimization (SEO). Key Expectations: - A detailed, actionable marketing plan targeting B2C (Business to Consumer) sales - Innovative, engaging social media strategies to boost brand visibility and sales - Effective SEO tactics to enhance online visibility and drive traffic Ideal Skills: - Proven experience in creating successful sales-focused marketing strategies - In-depth knowledge of SEO and social media marketing - Strong understanding of B2C marketing dynamics - Excellent communi...

Seeking a highly experienced and dedicated software developer with extensive expertise in ReactJS, NodeJS/ NextJS, Django and MySql. The candidate will...pages, coupon pages, OTP verification, Abandoned cart notification, order notification and payment gateway integration. Key features include Dashboard management for pricing, bulk import/export, category management, enabling/disabling combo pages, creating gift cards with secure login pins similar to Myntra's setup, extensive admin panel capabilities like customer communication management, orders tracking and printing, google analytics integration. Expectations also include setting up delivery partners for order tracking and a payment gateway (Pay U or Phone pay). Existing documents and 3rd party API...

...Buy2-Get2 & Buy3-Get3 pages, gift card pages, gift pages, coupon pages(from admin pabel), OTP verification, Abandoned cart notification, order notification and payment gateway integration Note 99.9% website has to be managed through Dashboard, like editing pricing, bulk import,export,bulk move with-in pages, bulk edit, bulk delete, Hide category, in page pages or multiple pages, Edit in one page or multiple pages, though coded the website has to act plug and play Ecommerce Website USP - We give return gifts to customers based on Invoice size- hence the designs is detailed accordingly You need to first ensure that Gift cards with 16 digit or 12 digit secure login with pin code (as an example shown in myntra), • Coupons creation in admin panel...

I'm in need of a graphic designer to professionally layout a report using our current logo and brand colours. The final deliverables will need to be both a PDF and a Word Document. Key Requirements: - Adhere to a corporate and formal design style. - Use of company's branding fonts consistently throughout the report. - Layout to include: Cover page, Contents, Body (with different headings), Appendixes Table, and Back page. Ideal Skills: - Proficient in graphic design, with specific experience in report design. - Strong understanding of corporate and formal design aesthetics. - Familiarity with the use of branding elements in design. Please note this is an urgent task with a completion deadline of Friday. Your ability to deliver high qu...

I need an experienced Excel professional to refine my financial report. The tasks will primarily involve: - Creating visually appealing and informative graphs and charts - Specifically, I need a pie chart to represent a portion of the data An ideal freelancer for this project should have: - Extensive experience with Excel, particularly in working with financial reports - A keen eye for detail, ensuring all visual representations are accurate and well presented - Skills in creating engaging and informative visuals that can enhance the readability and understanding of the report Please include examples of similar projects you've completed in your bid. Thank you!

I need a simple yet effective Excel dashboard to track various project management KPIs. Key Features: - Track a combination of Time-related, Cost-related, and Quality-related KPIs. - Display all KPIs in a clear and organized table format. - Designed for manual data entry, no need for importing data from external sources. Ideal candidates for this project should have: - Proficient Excel skills, particularly in creating tables and managing data. - Previous experience in project management and understanding of relevant KPIs. - Ability to deliver a user-friendly and intuitive dashboard.

I'm seeking assistance with Power BI for the creation of reporting dashboards. Key requirements: - Connecting to Excel sheets as the primary data source. - Crafting interactive dashboards featuring charts and graphs. Ideal candidates should have: - Proficiency in Power BI. - Experience with Excel data connections. - Skills in designing interactive visualizations.

...will provide access to the API. Below are the project details: Project Objective: Our goal is to fetch and monitor the price and stock status (in-stock or out-of-stock) of products listed on Amazon.in. Note that this is not related to an Amazon seller account. Requirements: Current Workflow: We have already uploaded 2,000+ product listings from Amazon to our Shopify store. Checking each listing one by one for price and stock updates is a tedious and time-consuming task. Task Description: We will provide a list of ASINs in an Excel file. Your task is to use the Amazon API to fetch the following data for each ASIN: Current Price Stock Status (in-stock or out-of-stock) This data should be updated daily. Example Scenario: On January 1, 2...

I'm looking for an RPA developer with ex...looking for an RPA developer with extensive experience in Microsoft Power Automate Desktop or UIPath. The primary goal is to automate repetitive tasks that involve data entry and file/document management. The automation should specifically interact with Excel and our own in-house ERP system. Key Responsibilities: - Implementing RPA solutions using Microsoft Power Automate Desktop - Automating data entry and file/document management tasks - Ensuring smooth interaction with Excel and our in-house ERP Ideal Skills and Experience: - Proficiency in Microsoft Power Automate Desktop - Prior experience with automating data entry and file management tasks - Familiarity with Excel and ERP systems - Strong understanding of ...

Hi. It’s supposed to generate teams based on data from several sheets, but it’s not working as I need. Additionally, I would like to have a button to update the data for each game week. I’m attaching the code so you can review it and help me out if possible. Thanks in advance!

I'm looking for an expert in Microsoft Dynamics 365 Customer Service to help integrate my company’s TikTok, Instagram, Youtube and WhatsApp accounts with the platform. The primary goal of this project is to enhance customer engagement via these social media channels. Requirements: - Integrate TikTok, Instagram, Youtube, and WhatsApp with Microsoft Dynamics 365 Customer Service - Essential functionalities include enabling multi-channel messaging and enabling comment import. Ideal Skills and Experience: - Proven experience with Microsoft Dynamics 365 Customer Service - Expertise in social media integration - Expertise in Omnichannel Integration

I'm looking for an RPA developer with extensive experience in Microsoft Power Automate Desktop. The primary goal is to automate repetitive tasks that involve data entry and file/document management. The automation should specifically interact with Excel and our own in-house ERP system. Key Responsibilities: - Implementing RPA solutions using Microsoft Power Automate Desktop - Automating data entry and file/document management tasks - Ensuring smooth interaction with Excel and our in-house ERP Ideal Skills and Experience: - Proficiency in Microsoft Power Automate Desktop - Prior experience with automating data entry and file management tasks - Familiarity with Excel and ERP systems - Strong understanding of UI elements for effective automation

I have a comprehensive Excel file containing purchase and sale details that needs thorough analysis and a dashboard built in a corporate visual style. Key Requirements: - Dashboard: It should display stock quantity, total amount, and total quantity, broken down by brand, type, and color. - Stock Analysis: I need to see overall stock quantities by brand, type, and color, as well as date-wise tracking to see if a specific product is sold from a purchase date using FIFO method. - Purchase Details: Total quantity and amount of purchases should be calculated, alongside a slicer to view specific combinations of brand, type, and color. A macro to add new entries is also required. - Sale Insights: Total quantity and amount of sales, with a slicer for specific c...

I have a t-shirt e-shop and use the Variations Table plugin, which displays the available variations in a list, one below the other. I want to modify the plugin so that the variations are grouped by color and displayed in an accordion format.

Write a heading in your bid: Your location & if civil engineer then yes /if not then no for eg. " Lucknow, yes/No" Note: please read the project details before bid . I will only consi...consider the profile with heading only. I need Lucknow candidate for this project. And if you are a civil engineer then type yes otherwise no. I'm looking for a civil engineer based in Lucknow to assist with a data entry project. The ideal candidate will have experience in construction and be able to understand the context of the data. Key Responsibilities: - Data entry from PDF files into Excel spreadsheets - Ensuring accuracy and attention to detail Skills and Experience: - Based in Lucknow - Civil engineer - Familiarity with construction project data - P...

I'm looking for an Excel expert to create a financial data sheet for budget tracking. The sheet will need to: - Support budget tracking - Include automatic calculations Ideally, you have prior experience in creating similar sheets and can provide examples of your work. Your understanding of financial data and budget tracking will be crucial to the success of this project. Please ensure you have the necessary skills to create a comprehensive, user-friendly Excel sheet.

I've been experiencing consistent slowness with both read and write operations on my DynamoDB. This issue has arisen without any recent changes to my database configuration or usage patterns. Ideal Skills: - Deep knowledge of AWS DynamoDB - Experience in database performance troubleshooting - Ability to implement optimization strategies - Understanding of both read and write operations dynamics Bid only if you can connect immediately.

I need assistance in extracting data from PDF documents and entering it into an Excel spreadsheet. Data to be extracted: - Invoice Number - Date - $ Amount Looking forward to your bids!

I'm looking to set up a straightforward cloud flow with Microsoft Power Automate. This flow should be triggered whenever any changes occur in a specific Excel file stored in SharePoint. Key Features: - Activation of a pre-written desktop flow upon detecting any alterations in the Excel file. - No additional tasks or notifications required post desktop flow execution. - The sole trigger for this cloud flow is any sort of modification to the Excel file. Requirements: - Proficiency in Microsoft Power Automate is essential. - Experience with SharePoint and Excel is highly desirable. - Skills in setting up simple, effective automation flows. Please note, this project does not require any error handling or notifications in case of flow failures.

...administration of Microsoft 365 services at an advanced level. This role is essential for supporting complex infrastructure, ensuring the highest level of security, availability, and performance across M365 environments. You will serve as the primary escalation point for troubleshooting and supporting issues, driving continuous improvement and providing subject matter expertise across various M365 domains. Detailed Responsibilities: Microsoft 365: • Overall Management & Strategy: o Act as a Microsoft 365 Subject Matter Expert (SME), overseeing and supporting the full lifecycle of M365 services across the organization. o Advise on best practices for configuring, managing, and optimizing the Microsoft 365 platform to meet business needs. o Lead ...

I'm looking for a professional who can create a compelling pitch deck for a digital product aimed at businesses. The primary goal of this pitch deck is to effectively sell this product. Key Responsibilities: - Create a visually appealing and engaging pitch deck. - Translate complex product features into simple, persuasive selling points. - Understand the needs and pain points of businesses to tailor the pitch accordingly. Ideal Skills and Experience: - Proven experience in creating pitch decks, specifically for digital products. - Strong understanding of B2B dynamics. - Excellent graphic design and presentation skills.

...seeking an experienced professional to manage and enhance our Kaufland account over the next three months. If you excel in this role, there's potential for continued employment. Your primary responsibility will be to increase sales through targeted marketing campaigns on Kaufland, as well as optimizing our product listings for maximum visibility and appeal. Previous experience with Kaufland is a must, and a proven track record of driving sales on the platform will be a significant advantage. Our marketing strategy will be focused on Kaufland-specific ads. Therefore, familiarity with the platform's advertising systems and strategies is crucial. Your ability to create compelling ad content and strategically position our products within the marketpla...

...the realisation of a web software for managing the used vehicle fleet of a used vehicle dealer. It is to replicate the functionality of a Visual Basic software currently in use that is to be replaced by this application. - An application capable of managing a fleet of new and/or used vehicles (Cars, Motorcycles, Other Vehicles), detailing every minute characteristic of the vehicles. - Every detail of the vehicle is stored in order to have a detailed record even years later. - General vehicle data and accessories - Purchase data: supplier, invoice payable, cost, depreciation and vehicle stock in our fleet - Sales data with details of minimum price to be realised, final price, deposit, as well as invoices for the sa...

I'm looking for a skilled developer to create a QR code detection and decoding solution for my web/mobile App. Currently, I take picture from the phone camera, send it to my server in base64, convert it to png. I am not using any standard QR Code libraries because I am not a developer! So, when I test generic qr decoding services with this flow they are failing because the image contains other features in the background other than the QR code (desk, table, person, etc). I need someone to do the following: Use well-documented QR Code libraries to write a JS snippet (on button click) to open device camera, detect, capture, then decode (or capture, detect, then decode?) QR codes, and send the back the decoded message to the app. ...

I'm looking for a developer to create an typing game aimed at children and teenagers, including those with learning disabilities. The main goal of the game is to enhance typing accuracy. Key Requirements: - The game should be fun and easy to use for children and teens, with thoughtful consideration for inclusivity for those with learning disabilities. - The primary focus of the game is to improve the player's typing accuracy, focusing on each line of the keyboard at a time (level 1 - home row key [a to L]; Level 2 - top row key [q to p]; level 3 - bottom row key [z to m]; level 4 - numbers [1 to 0]; level 5 punctuation; and possibly an option to mix the levels together.). Letters they need to type needs to...

...adapting to different client needs. My core focus is on ensuring data accuracy, consistency, and organization, which allows companies to make informed decisions based on high-quality information. I have worked on both small-scale projects and large-scale data operations, handling vast amounts of data and converting them into structured, usable formats. With proficiency in various data entry tools and technologies, I have streamlined operations, reduced human error, and increased productivity in every project I undertake. Skills and Expertise 1. Data Entry Skills Alphanumeric Data Entry: Typing data into spreadsheets, databases, or other digital systems with a high degree of accuracy and speed. Data Cleansing: Identifying and correcting errors, inconsistencies, and missin...

...Vite for module bundling and automatic Vue Router for route management. I am looking for a developer to collaborate with me on completing the following tasks: Project Setup: Install and configure the project on my system or server. Authentication: Implement register (website/register) and login (website/login) pages. Use Laravel Passport for authentication. Login with username or mail CRUD Functionality: Create a CRUD and index interface for the units table with the following structure: id: Primary key name: String is_active: Boolean created_at: Timestamp updated_at: Timestamp We will work on this project together, allowing us to exchange ideas and streamline the development process to save time and resources. Requirements: Proficiency in Laravel 11, Vu...

I'm seeking a meticulous data entry expert who can assist in manually entering data from my scanned documents into an Excel spreadsheet. Ideal Skills: - Proficient in data entry - Excellent attention to detail - Familiarity with Excel Experience Required: - Previous experience with manual data entry from scanned documents is a plus - Proven track record of maintaining data accuracy

Avg down system to avg down trade when order. System managed tp/sl no orders for avg down system on binance. new table shows "client", "date" "symbol" "amount" "entry price", "leverage", "market price" "tp price" "sl price" "profit/loss amt"

I am looking for a developer to integrate the jstree-table plugin (a plugin for JSTree) into my current solution that uses both JSTabulator and JSTree. I have two working versions on CodePen – one for JSTabulator + JSTree and another for JSTree with jstree-table: - JSTree with jstree-table: - JSTabulator + JSTree: GitHub references: - JSTabulator: (excellent docs!) - JSTree: (excellent docs!) - JSTree-table: The task: Integrate the jstree-table plugin into my existing JSTabulator + JSTree solution without losing any of the current features, including sorting, filtering

Top Skills, Strengths, and Experience: I excel in digital marketing and sales, with a proven ability to craft effective strategies that drive results. My expertise includes social media marketing, SEO, lead generation, and conversion optimization. I have strong analytical skills, enabling me to identify growth opportunities and deliver data-driven solutions. My communication and relationship-building skills are a key strength, helping me connect with clients and foster long-term partnerships. Services Offered: Digital Marketing Strategy Development: Crafting tailored campaigns to meet business goals. SEO and Content Marketing: Improving online visibility and engaging target audiences with high-quality content. Social Media Management: Creating, scheduling, a...

I'm looking for an expert in Power BI to develop a comprehensive Business Intelligence dashboard. The dashboard will track various Key Performance Indicators (KPIs), which are outlined in a provided PDF. Initially, the data source will be from Excel. Language: Arabic then English Key Details: - Primary Users: The dashboard is intended for Executives, so it should be intuitive and visually appealing. - Visualizations: The dashboard should include a variety of visualizations, specifically Bar charts, Line graphs, and Pie charts. - KPIs: The KPIs to be tracked have already been defined and can be found in the PDF document. Ideal Skills: - Extensive experience with Power BI/Tableau - Ability to create executive-level dashboards - Proficiency in Excel ...

I need an experienced Excel expert to correct errors on my existing timesheet salary calculator. Skills and experience required: Strong proficiency in Excel, experience in financial modelling, and familiarity with creating interactive and automated Excel sheets.

I'm looking for someone to edit my inventory data in Excel. The task involves moving data from one file to a new one with a different layout. The new layout requires: - Reordering columns - Adding new fields - Combining data from multiple sheets There are specific formatting requirements for the new layout, which includes the use of certain cell colors and font styles. Ideal candidates for this project should have: - Extensive experience with Excel - Strong attention to detail - Ability to follow specific formatting guidelines - Experience working with inventory data.

I'm looking for a skilled data scraper to extract information from the Costco mobile app. The task involves multiple locations and specific product IDs. here is the app: I have attached the locations, productids for which data needs to be scraped. I have also attached the sample data for fields which we need. Key Requirements: - Scrape data from the Costco mobile app for various locations and product IDs. - Gather a pre-defined list of information for each product (to be shared in an Excel file). - Output the data in a CSV file. Initially, I need the data for one location. If the first batch is successful, I will require the code used for the scraping as well. Ideal Skills: - Proficient in data scraping and using tools for web

...Amazon FBA Stock Manager to estimate stock requirements for new product launches. Your primary responsibilities will include: - Forecasting sales for current products - Managing seasonal inventory trends - Coordinating with logistics partners - Analyzing sales data The ideal candidate should have: - Strong analytical skills - Excellent understanding of Amazon's marketplace dynamics - Experience in managing stock levels to maximize in-stock rates for both new and existing products - Ability to maintain a healthy Inventory Performance Index (IPI). Prompt communication is key, especially when informing the team about stock in China that needs to be liquidated. Skills in market demand forecasts, competitor analysis and supplier lead times are cruc...

...Amazon FBA Stock Manager to estimate stock requirements for new product launches. Your primary responsibilities will include: - Forecasting sales for current products - Managing seasonal inventory trends - Coordinating with logistics partners - Analyzing sales data The ideal candidate should have: - Strong analytical skills - Excellent understanding of Amazon's marketplace dynamics - Experience in managing stock levels to maximize in-stock rates for both new and existing products - Ability to maintain a healthy Inventory Performance Index (IPI). Prompt communication is key, especially when informing the team about stock in China that needs to be liquidated. Skills in market demand forecasts, competitor analysis and supplier lead times are cruc...

I'm seeking a talented graphic designer to create a t-shirt design featuring realistic race cars navigating off-road terrains. Key Requirements: - The design should be as realistic as possible, capturing the intricate details and dynamics of race cars in an off-road setting. - The design will be printed on a t-shirt, so it needs to be visually striking and wearable. Ideal Skills: - Proficient in graphic design software (Adobe Illustrator, Photoshop, etc.). - Previous experience designing for apparel is a plus. - A keen eye for detail and a passion for race cars will be advantageous.

Project Brief for Independence Decoration Concept for a restaurant Project Title: Independence Decoration Objective: To design a creative, vibrant, and culturally themed decoration concept for CJ’s restaurants to celebrate the country’s independence during October. The goal is to enhance the in-restaurant experience, foster national pride, and create an Instagrammable ambiance that encourages customers to share their experiences online. Scope of Work: - Develop a cohesive decoration concept inspired by national symbols, colors, and traditions. (Uganda) - Design elements to include: - Table décor (centerpieces, themed cutlery wraps, napkins). - Wall and ceiling décor (banners, flags, hanging ornaments). - ...

...partner who brings innovative ideas and stays open to brainstorming and feedback. • Adaptability: Flexibility to pivot content strategies based on analytics, seasonal trends, or business needs. • Passion for Wellness: Someone who genuinely connects with the health, wellness, and sustainability space. Unique Aspects of Our Project, Team, or Company: • Mission-Driven: We’re not just selling juice; we’re promoting a healthy, sustainable lifestyle. Our social media reflects this mission by educating and inspiring our audience. • Vibrant Brand Personality: Our tone is fresh, energetic, and uplifting—designed to energize and motivate our audience. • Eco-Friendly Practices: Our commitment to sustainability is r...

I'm in need of a proficient freelancer or a professional agency capable of curating and delivering a detailed database of 7,000 US com...emails (e.g CEO email, Owner email, Founder email etc.) along with the website. Key Requirements: 1. All data must be current and verified for precision. 2. Data must be sourced from credible platforms to ensure uniqueness, eliminating any duplication. 3. Final data should be presented in an orderly Excel or Google Sheets format. 4. Timely delivery within 7 days from the project start date. 5. Proficient use of data scraping and verification tools and platforms. Please ensure to read the project description carefully before bidding. If you're not in agreement with the budget or are unable to fulfill the requirements...

I'm in need of a proficient freelancer or a professional agency capable of curating and delivering a detailed database of 7,000 US com...emails (e.g CEO email, Owner email, Founder email etc.) along with the website. Key Requirements: 1. All data must be current and verified for precision. 2. Data must be sourced from credible platforms to ensure uniqueness, eliminating any duplication. 3. Final data should be presented in an orderly Excel or Google Sheets format. 4. Timely delivery within 7 days from the project start date. 5. Proficient use of data scraping and verification tools and platforms. Please ensure to read the project description carefully before bidding. If you're not in agreement with the budget or are unable to fulfill the requirements...

...skilled developer to create a custom Blesta module that serves as a Lead Manager. The module will help streamline our lead management process by allowing us to organize, track, and convert leads into clients within the Blesta platform. Below are the key requirements for the module: Core Features: 1. Lead Management Dashboard: A central dashboard to view and manage all leads. Filters and search functionality for easy navigation. 2. Lead Entry Details: Fields to store lead information, such as name, email, phone number, company, and notes. Ability to add custom fields if needed. 3. Notes Section for Each Lead: Allow users to add, edit, and timestamp notes for each lead. Maintain a history log of all notes for reference. 4. Conver...