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Goldmine Premium CRM Development

I need help to work with someone remotely, in developing a Goldmine Premium CRM database system.

It is part designed, but i am having issues with functionality.

Is this a software you have had any experience with.

If so please message me.

If not please be honest as there is no point wasting each others time.

The key thing we need to achieve is ensuring only CERTAIN 'user profiles', see the leads with the DESIRED 'lead status'

i.e

client contacts with the status 'Bochure' should ONLY be seen by the 'OPENER' user profile.....and

client contacts with the status 'Client' should ONLY be seen by the 'CLOSER' user profile

....with both ALSO being seen by administrator.

Kindest regards

Jeff

Beceriler: Satış

Daha fazlasını görün: e-leads crm, crm database software, premium, opener, help crm, else wants leads per lead leads, investor leads per lead, premium leads, leads crm, goldmine crm, leads software development, software development leads, point crm software, system part time administrator, goldmine user, crm leads system, client database development, bochure, live transfer loan mod leads per lead, report development crm, loan modification leads live lead, free loan modification leads live lead transfer, work part time system administrator, software development contacts, crm database

İşveren Hakkında:
( 0 değerlendirme ) United Kingdom

Proje NO: #6559580

1 freelancer bu iş için ortalamada 100£ teklif veriyor

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Hired by the Employer

100£ GBP / saat
(54 Değerlendirme)
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