Goldmine CRM Design

I have a database already designed in Goldmine Premium CRM 9.2

It is only partly functional. I need to be able to determine which 'user profiles' are able to see contacts/leads that have been allocated a particular status. see below example:

user profiles:

-Junior Broker

-Senior Broker


lead statuses:




A contact with the status 'lead' should only seen by Junior Broker (and Administrator)

A contact with the status 'brochure' should only seen by Senior Broker (and Administrator)


When a Junior Broker had a succeed call, and sent out information to the contact, the lead should be changed to 'Brochure'

When a Senior Broker has made a sale, the lead should be changed to 'Client'

As well as needing help making these changes to the existing database, we like to see how this is done to be able to make future changes by ourself.


This will be done by you logging in to our system.

Please only reply if you're familiar with this system/software and know how to change these security settings.

Payment is on successful completion of this task.

Beceriler: CRM, Veritabanı Geliştirme

Daha fazlasını gör: senior design, sale brochure design, sale brochure, premium brochure design, logging design, goldmine design, brochure design help, senior system administrator, crm database software, security brochure design, how to make brochure, how to make a brochure, how to design brochure, crm design, brochure design software, call broker, help crm, development security system, design broker, already done brochure, database design crm, premium leads, brochure design change, crm database design example, crm database design

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( 0 değerlendirme ) Northampton, United Kingdom

Proje NO: #6559425

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Hello, Thanks for your post ! ..<<7 GBP/HR>>....We would be interested to help you with the requirement. ....We are a CMMI Level 3, ISO 9001, 2008 and Microsoft certified outsourced software Development Company. We car Daha Fazla

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