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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

-Administrator

lead statuses:

-Lead

-Brochure

-Client

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)

etc.

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.

etc.

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 görün: 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, 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, security system development, call logging system, change security settings

İşveren Hakkında:
( 0 değerlendirme ) Northampton, United Kingdom

Proje NO: #6559425

4 freelancer bu iş için ortalamada 12£/saat teklif veriyor

ralfieri

axasoft Our local and web development service brings you an altitude of certainty that no other competitor can match. The relevant team comprises of highly skilled designers, visual basic developers, web developers, c Daha fazlası

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otssols

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 fazlası

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GenesisTec

Hello, your project lies in our core competency area and hence we can provide you the quality solution in less time frame. We have experience in handling similar kind of projects and hence, we can deliver on it. Plea Daha fazlası

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fixfin

Hi We are quite confident that we can accomplish the project as per your requirement. You are requested to go through our Profile to know our domain knowledge and our Services. We read your requirement and you sh Daha fazlası

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