Looking for someone who is very advance in sales automation using SugarCRM. Our goal is to find a long term freelancer who can work with us as we continue to improve our SugarCRM instance.
The current project scope:
Develop a round robin lead assignment with the following capabilities.
1. Ability to include or exclude user in the round robin
2. Ability to choose day and time user will be sent leads (example. M: 7-4, Tu, 11-7, W:off, Th: 7-4, Fri: 11-7)
3. Ability to choose which leadsources they can receive leads from
Create workflow which schedules apt to call the new lead in the user calendar and creates a pop up about the new appointment, immediately upon lead assignment.
We are using the latest edition of SugarCRM on the Sugar Hosted platform.
SugarCRM Professional Is our edition.