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Microsoft Dynamics CRM 4.0
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IT & Programming > Software Application

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Job Description

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  • Posted: Wed, Jan 30, 2013
  • 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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Use Case:
In CRM, prospects are input as "Leads" and only when they are approved for sale are they made accounts.

Requirement #1
Leads & Accounts Screens do not match.

Conditions of Acceptance:
1) The fields and placement of fields for the Leads Screen matches the Accounts Screen.

Requirement #2
Data is dropped from Leads when they are transitioned to Accounts; Notes, attachments and no longer available.

Conditions of Acceptance:
1) All data input into a Lead is retained
2) All attachments put into a Lead are retained

Requirement #3
Leads must be able to be assigned Contacts and those contacts-ties need to be retained when a Lead is converted to an Account.

Conditions of Acceptance
1) Contacts associated to a Lead (where the lead is a company with multiple human contacts) can be input
2) Contacts are retained when a Lead is converted to an account
------------------------------------------
Added 30 JAN 2013, 21:11 PM EST
Note: Attachments includes "tracked email ...

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Job ID: 37366396
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