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The client prefers freelancers from
a different location.
Seeking efficient, experienced SugarCRM Implementation Specialist to provide basic SugarCRM implementation for Insurance Industry.
Client prefers implemenation using Community Edition. Hierarcy of business requires using Teams. The client will not pay for the Enterprise Edition.
There is a WordPress site that will integrate with SugarCRM.
The first phase is to be able to register a Salesperson (Broker) through the WP site. The Broker may be a Sales Manager (Agency) or a Sales Manager of himself (Agency of one Broker).
The Brokers then are able to sell certain products. Each product has a set of documents and information that is specific and accessible only to registered Brokers of the product.
Products are provided by Carriers(An Insurance Company). Each Carrier has contact information and a calendar of significant dates that would only be accessible to registered brokers of the product that the Carrier provides.
Further, a calendar will be used in SugarCRM. This calendar w...
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