The client has made the following changes to the job.
Bidding period ended early.
Client prefers freelancers from:
You are still able to submit a proposal for this job.
The client prefers freelancers from
a different location.
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 (...
Sign in or Register to see more