Sharepoint 3.0 Designer Needed

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• 

  SasiKanth1982

  I have full idea in this business logic as i already implemented tool in sharepoint as salesforce.com.

  over 3 years ago

• 

  socalhemihead

  Here is an updated project scope with more detail. Please contact me to discuss this project in more detail.
  
  Growing real estate company needs a sharepoint designer to create a custom sharepoint site on our in-house server. The site would require these key features:
  
  Project Tasks:
  1. Create a new Sharepoint template based on the Microsoft Sales Lead Pipeline template
  
  
  Goals:
  1. Custom view filter based on logged on user (i.e. role based templates)
  a. Common framework & data, but contacts & opportunities pages filtered by user access level (i.e. regions)
  b. High level access (i.e. sales manager) to oversee all contacts, opportunities, etc.
  i. Possible reporting options, or data export (i.e. MS Excel)
  2. Alerting capabilities when new contact, opportunity, or calendar event created
  
  
  Site Requirements:
  
  1. Leads page to enter new leads
  a. Ability to convert leads to contacts
  2. Custom contacts management page
  a. custom fields in addition to the standard contact fields
  text field)
  b. contacts page view to view referral source & CAP source
  c. contacts page view to see history of opportunities per client
  i. if possible add notes as well (i.e. email history, or phone call log)
  3. Opportunities page to track sales leads
  a. custom fields
  i. Opportunity (linked contact display name)
  ii. Next Step (open text field)
  iii. Task Owner (open text field – 2 characters)
  iv. Sales Stage (drop down)
  v. Property Type (drop down)
  vi. Region (drop down)
  vii. Area (open text field)
  viii. Max Purchase Price (numerical dollar amount)
  ix. Cash Available (numerical dollar amount)
  x. Max Monthly Payment (numerical dollar amount)
  xi. Notes (open text field)
  4. Escrow Calendar
  a. Custom script to create appointments
  i. Appointments are:
  ii. Each appointment would require a due date to be entered
  iii. Each appointment to have property address
  iv. Each appointment to be saved in Sharepoint calendar & emailed to assistant, agent, and other email if needed so it appears on local calendar
  v. Each appointment could be snoozed, dismissed, or edited as needed
  5. Vendor contacts database
  6. Listings page to post real estate for sale
  7. Escrow page to store documents for each property
  8. Forms page to store various documents
  9. Internal Calendar
  10. Standard General Discussion page
  11. Standard Helpdesk page
  12. Standard Pictures page
  13. Standard General Announcement section on Home screen
  14. Standard Links section on Home screen

  over 3 years ago

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