Looking for help in installation and configuration of an open source SugarCRM instance on our VPS. The person should work for a few hours with our company CTO using team viewer or skype and help with the installation of SugarCRM and configuring it. The person should also demonstarte the following activities.
PHASE 1: 20 % of payment due after this step
Installation of SugarCRM on a VPS Server. The ssh user name and password will be provided. The installation should be done using skype, so we can watch the installation process.
PHASE 2: Configuration of Sugar CRM over Skype/team viewer (40% of Payment)
- Add an admin account and login as an admin
- Add 2 sales agent accounts and login to one of them
- Ability to add leads as a sales agent
- Add 10 test leads
- Mark 5 of the test leads as "Event promotions" catagory
- Mark 3 of the leads as "Event tickets" catagory
- When a lead is added an email will be automatically sent to the admin, as well as the sales agent
PHASE 3: Configuration of Sugar CRM over skype/team viewer(40% of Payment will be paid on completion of this step)
- Demonstrate how an email can be sent to one lead
- Demonstrate how an email can be sent to 5 of the 10 leads
- Demonstrate how a lead can be converted to an opportunity
- Demonstrate how an opportunity can be converted to an account.
- Demonstrate how to convert 6 of the leads to opportunity
- Demonstrate how to convert 3 of the opportunities to accounts
The work might take between 5-10 hours. Please bid your lowest hourly rate at which you can do this.
Requirements:
- Good knowledge of CRM/Sugar CRM installation and operation
- Good communication skills - knowledge of English
- Knowledge of VPS technologies
- Knowledge of Google mail integration.
- Confirm that email is received in the gmail accounts.