The client has made the following changes to the job.
Client prefers freelancers from:
You are still able to submit a proposal for this job.
The client prefers freelancers from
a different location.
I am planning to use SUGAR CRM (hosted) has CRM.
Looking for somebody with experience in that field who can set-up the entry level package of Sugar CRM package.
Nothing out of the box required.
** Contact **
- Type of customer (End user, Resseller, etc etc) - Drop Menu
- Summary of the company
- Linkedin link / Connection if possible
- Number of call
- Outcome of the call (Success or Unsuccess) Drop menu
- Next action (Meeting, information, call back, etc ) Drop Menu
- Report on those activity in the main page
- Reminder when to call them next
- Home page with a summary of action/activity to perform for the day (out of the box I think)
- Amount of the opportunity
- Where it's from (Drop menu)
- Action to perform on this activity
- Who's contact for this opportunity
- When it's going to be signed
- Status (Qualification, quotation, Negociation, closed won or closed lost)
- Email campaign and integration with in...
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