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SugarCRM setup for call center
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IT & Programming > Other IT & Programming

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The client has made the following changes to the job.


Job awarded.

Jul 11, 2012

Job Description

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  • Posted: Fri, Jul 06, 2012
  • Time Left: Closed
  • Location: Anywhere
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  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
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  • U.S. freelancers must have W9
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I need to setup and configure SugarCrm on my webserver. The CRM will be used to support a small call center of about 20 users.

I need to accomplish the following items.

1. Install SugarCRM on my server.
2. Configure custom fields to accept import data.
2.a. Custom fields will be ID's and URLs
3. Import 250,000 records as leads
Added 9 JUL 2012, 11:01 AM EDT
I have attached a sample file of the type of data i would like to import.

Several of the custom url fields that i would like to create would be to aid the agent when they make calls. For example. The agent may need to open google maps and show the location of the business they are calling. I have a Link that pulls up google maps with the address.

I also have a link called claim it. This link goes to a checkout process on my ecommerce website that allows the agent to process the transaction if they make a sale.

Please review the attached file and provide your feedback.


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