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Infusionsoft Development Needed
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IT & Programming > Web Programming

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The client has made the following changes to the job.

Description
Date

Job awarded.

Apr 6, 2012

Bidding period ended early.

Apr 6, 2012
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Job Description

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  • Posted: Tue, Apr 03, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: Not Sure
  • Fixed Price Job
  • Elance Escrow Protection
  • U.S. freelancers must have W9
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Please don't respond to this job unless you have proven infusionsoft experience. I'd like to build an ongoing relationship with a experienced that highly rated vendor with proven experience, as we'll always need work done. Initially, these are the tasks I need completed:

1. Dashboard customizations I have multiple sales people set up as users in Infusionsoft. Each lead is assigned to a sales person. I'd like to customize each of their dashboards so they see the information that is most critical to them (activity for leads that are assigned to them, tasks assigned to them, etc). ~5 sales people. All will have same format, but data is unique to the actual sales person, accept for the 'manager', which needs to see the same dashboard, but for all users.

2. Daily Reporting send a report (or possibly 2 separate reports) to each sales person via email daily that show's recent activity, and the tasks for that day.

3. Set up 2 standard emails that can be sent from infusionsoft (...

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Desired Skills
Infusionsoft Development
Job ID: 29671891
Proposals
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

Alina Maria M.      
Alina Maria M.'s identity has been verified.  Learn More
 Italy  |  
Winner
Professional web developer, with a passion for Infusionsoft and Wordpress. Expert in Infusionsoft implementation, sales funnels, campaigns,...
3
  |  
 4.7   |  Private   |  18 Jobs
Bid ID: 29697484  |  Submitted: Apr 4, 2012 16:44 ET 
Delivery
Within 3 days
$383.56
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