This project is simple. Take a new Sugar CRM install and slim it down to meet my needs.
I am just starting to buys leads and I need a simple system to manage how I handle them from start to finish.
SugarCRM seems to be the open source favorite but there is way too much stuff in there to appear to be simple. I have partners that still think “Notepad” is something you buy at Office Depot for 79 cents.
My leads come with a small amount of information (approx 12 fields of data) we will be calling these leads and if they are cooperative we will be taking additional information (Approx 120 custom fields of data).
Once the data is collected it will to be exported and emailed.
I want the following features
I want to be able to import from a .CSV into the system.
I want the import process to ask me to identify the batch of leads I am importing and place that identifier on the lead page of each lead in this batch.
I want to be able to assign the leads to users in bulk
Example lets say I have 10 users and I am importing 1000 leads.
I want to be able to assign the leads to the users in a multitude of ways.
Random -- Example if there are 500 leads and I select 10 users then the first lead would be assigned to user 1 and the next one to user 2 and so on through the entire list rotating between the selected users so as to distribute the leads randomly.
If I look at the un-assigned leads in the list view I want to be able to select large quantities and assign them in bulk. Not just one at a time.
The Roles to be used in this system is as follows
Users are to only have access to the list of leads assigned to them and can only view and place notes on them and create activities on their assigned leads. Users Can Assign leads to Associates or Managers and or other Users. There must be a record of the chain of ownership
Associates will have access to the leads assigned to them coming up from the users.
An Associate will only have access to the leads assigned to them.
Thank you for your interest.