SUGAR CRM SETUP, REPORTING, ALERTS
We require an expert who is very good with SUGAR CRM - ON DEMAND 6.4.1.
Immediate Tasks:
1. Transfer the information from the Lead module, to the Opportunity module, and to the Account module. Need the "hooks" created to transfer the information from first module to many. Need hook logic built between Lead, Opp, Account.
2. Set Up web forms to capture the values from a landing page, populate Lead Database.
3. Multiple Alerts set up.
4. Creating Multiple Reports.
We will prepared task register.
Thanks
Ty
Greetings,
I have extensive knowledge of SugarCRM, how-to make upgrade safe customizations, and their On-Demand policy's. Please see my PMG for further details.