We need an expert in vTiger CRM to spend 1 hours on Skype or another video w/ voice service to answer our questions on how to do what we need to do in vTiger and help us get it all setup. When I say setup, I do not mean installed. We already have it 100% installed.
We basically want an expert in vTiger who can take us through the process of getting it setup to our needs and answering our questions.
You MUST have plenty of vTiger experience - not in coding but in USAGE/APPLICATION. And you also must be proficient in English.
You must contact me in PMB before bid and you must detail your vTiger experience.
Some of the initial things we need to work on are:
create a workflow to add a lead to campaign when creating the lead.
Setup a series of automatic follow up email to be delivered on a set schedule eg. day 1, day 3, day 5 etc.
These are some example of what we need training on.