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I accidentally merged in the same dataset multiple times into my bosses system and...merge leads that are 99% identical into a single lead, I cannot restore the old data because items in
CRM expert needed Sugar or VTiger for a few customizations.
...party for approval.
1. Webform integration with CRM.
A user will fill out an application for an account...net/1/application.php
(the submitted data should create a lead or contact. and auto-create a trouble ticket. called...easycharge.net/1/contact.html
should create a lead and auto-create a trouble ticket called case #.
...Improvement Company in need of a CRM to follow a Lifecycle of Prospect - Lead - Customer or Dead
We currently...use the free edition of sugarCRM
- Lead List customization
- Web 2 Lead setup
- Zillow integration
SugarCRM Form to database :
we must fastest installed on our server (on direct admin)
sugar...sugar crm last version community (pre-installed for now)
and then to insert in the main page of the url
I am looking for someone with experience with sugarCRM to customize it to my liking.
We are using...have all the information of the potential client(Lead) in front of him.
* There should be a click...verified, there should be a button that move that lead to a different database(Clients). This way we have
We have a SugarCRM install with custom fields. Two sections are currently broken - viewing leads/accounts...and setting up roles.
You cannot click on a lead/account to view - you can hover over, but there
Needed a SugarCRM consultant who can train staff online. Need to provide online training service,the...End-User Getting Started
? Working with Records
? Lead Management
? Opportunity Management
...customizing lead assignment logics and Reportings for the SugarCRM application. We have installed Sugar CRM...vehicle “superstores?? lead assignment.
2. Implement the new individual lead format to show multiple
...looking for a professional sugarCRM expert that can help setup my companies’ CRM from scratch. Please have...experience in Sugar and show me your previous experience.
I need to import my leads list into SugarCRM. You...recycling service to fortune 500 companies. When the lead responds we will bring them in and convert them
...planning CRM implementation based on sugarCRM. Experts who can implement and customize SugarCRM please...Implement SugarCRM 4.5.0 (latest release) with Sugar Forums 4.5.0 (latest release)
b. Unlimited Users...creation / integration of Web - to Lead form on your website and your
g. Company Logo upload. Upload
...would be placed independently into a sugarCRM database – as “Lead type” records.
A “web portal” needs...created to allow clients to log in and view their own lead record within SuagrCRM (limited fields) displayed
...creating email templates.
4- Added new status to lead status for some reason the field does not appear...meeting screens so it will show the name of the lead/contact and account the task related to. Also, in
Development help to write a lead form to allow uploading a field and then handling the...you would create under the Leads module.
The Lead Generator would have to allow the customer to upload...customers account.
Sugar CE currently does not support document upload in the lead form.
I want this
We require a custom designed SugarCRM web to lead form creating for our website.
It needs to have...range of mandatory fields on the backend inside Sugar and we don't want all of these on the form so the...kind of dummy text as it is submitted to Sugar in order for Sugar to accept the submission.
As a user
...following additional functionalities for our 5.2.0 sugarcrm.
1) Task reminder
2) Incoming/outgoing...Renewal reminder
4)Depending on the status of a lead, a pre generated message should automatically go...depending on their status/type of lead
6) Require more info from the lead to be displayed on the notification