We have just installed sugarCRM Community Edition to help manage our SEO business.
We need some help in setting it up, we can show you an example of how we want it done from a competitors site.
Basically we will need a webform so that a reseller can apply, they fill out details that we want to collect, this then lets them login to sugarcrm passing all details to sugar crm,
Once they have logged in they have 5 tabs,
Documents, Reseller Profile, Projects, Upload proposal documents, and support tickets.
We want all uploaded proposal documents by that reseller to only be visible by that reseller and Primary TopRank Staff.
If we assign to a freelance staff they can see it also.
Needs doing asap.