İptal Edildi

Vtiger on Demand setup - repost

we purchased a Vtiger On Demand account recently. We imported 13K leads from our existing Goldmine CRM. We need some simple setup modifications that will smoothly move the sales process and utilize the existing functionality of the Vtiger On Demand.

Item Description

Work Screen Screen that displays a list in separate blocks Lead, Suspects, Prospects, Opportunities, Task. These categorization should match vTiger reporting for graphics and reports for productivity and campaign analysis. The list should display contact info(Company, Contact, phone, email)

Action Block To the right of an open contact should be a list of actions: Schedule call, email, email templates, etc. These will be the "key" actions reps will take on any given record.

faxing We need to be able to fax information to contact

Dash board Showing Analytical data on Leads to Suspects, Suspects to prospects, prospects to opportunities and Opportunities to Accounts

quotes/Service Fields For each product. And on these the opportunity turns to an account the Quotes they have accepted become part of accounts services.

Work-Flow Triggers Leads> sent Overview move to suspect, schedule call back for rep to "Set Prelim Call"

Triggers Suspect> Sent Business Model move to Prospect, schedule call back for rep to "Set On-boarding Call"

Triggers Prospect> On Boarding Call Completed move to Opportunity, schedule call back for rep to "Set On Boarding Date" Schedule Task Agreements Received For rep.

Triggers Opportunities> Agreements Received Task Received move to Accounts, schedule call back for rep to "Setup Training Dates"

Beceriler: PHP, vTiger

Daha fazlasını görün: services agreements, service agreements templates, product sales reps, demand screen, lead quotes, in demand, sales rep company, quotes leads, demand, demand graphics, business setup, business process model, business process graphics, call flow sales, call vtiger, php call flow, crm opportunities, email campaign templates, call process lead, prospects leads, simple call flow, data categorization, vtiger contact, php triggers, block model

İşveren Hakkında:
( 21 değerlendirme ) Concord, United States

Proje NO: #4407763

4 freelancer bu iş için ortalamada 244$ teklif veriyor

technokrafts

Hi, Please check PM. Regards, Jerry

in 4 gün içinde275$ USD
(33 Değerlendirme)
6.0
auriclesoft09

Hi! Here is our Proposal. More on Personal Message. Thanks and regards, BDM Auriclesoft

in 15 gün içinde240$ USD
(24 Değerlendirme)
5.6
otssolutions01

Hi, We are a 10 year old professional IT software company. We would like to work on this project. Please find more details in your PMB. Thanks.

in 3 gün içinde140$ USD
(1 Değerlendirme)
4.8
riyazah18

Hi i can modify the vtiger CRM and i also did it . im intresting to do ur work

in 15 gün içinde242$ USD
(0 Değerlendirme)
0.0
acs12

Hi We are a software company who are in the business of synergizing our services as per our Clients' needs. Hence we are really interested and confident to deliver this project. For more details please refer our Daha fazlası

in 20 gün içinde220$ USD
(0 Değerlendirme)
0.0
MettHSxKrQxO

Hello, We are freelance software developers. If you contact us, we can give a quote for your project and we can discuss the details. w w w . so l ve r . i o

in 3 gün içinde154$ USD
(0 Değerlendirme)
0.0