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The client has made the following changes to the job.
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a different location.
I am very new to SugarCRM. I want to customize SugarCRM to suit my Real Estate Business on a daily basis. Please read the requirements.
I am looking for the following: -
#1. Lead or Prospect or Client data needs to be recorded and displayed in each contact Dashboard as much as possible like
(a) Personal Details
(b) Current Address Details
(c) Future Home requirements
(d) Spouse and Kids Details like their Birthdays, wedding day
(e) Their contact numbers like Home, Work, Cell, Spouse Cell, Spouse Work
(f) Their contact emails like Home, Work, Spouse Work and etc
(g) Need to add notes or Tasks or Activities to each contact for future follow-
(h) History for all the changes.
#2. Lead Module to capture leads like
(a) Inputting through Forms
(b) Email responses From Websites
(c) Lead Routing and assignment
#3. To convert Leads to Prospects or Leads to Clients. ...
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