Vtiger on Demand setup - repost


we purchased a Vtiger On Demand account recently. We imported 13K leads from our existing Goldmine CRM. We need some simple setup modifications that will smoothly move the sales process and utilize the existing functionality of the Vtiger On Demand.

Item Description

Work Screen Screen that displays a list in separate blocks Lead, Suspects, Prospects, Opportunities, Task. These categorization should match vTiger reporting for graphics and reports for productivity and campaign analysis. The list should display contact info(Company, Contact, phone, email)

Action Block To the right of an open contact should be a list of actions: Schedule call, email, email templates, etc. These will be the "key" actions reps will take on any given record.

faxing We need to be able to fax information to contact

Dash board Showing Analytical data on Leads to Suspects, Suspects to prospects, prospects to opportunities and Opportunities to Accounts

quotes/Service Fields For each product. And on these the opportunity turns to an account the Quotes they have accepted become part of accounts services.

Work-Flow Triggers Leads> sent Overview move to suspect, schedule call back for rep to "Set Prelim Call"

Triggers Suspect> Sent Business Model move to Prospect, schedule call back for rep to "Set On-boarding Call"

Triggers Prospect> On Boarding Call Completed move to Opportunity, schedule call back for rep to "Set On Boarding Date" Schedule Task Agreements Received For rep.

Triggers Opportunities> Agreements Received Task Received move to Accounts, schedule call back for rep to "Setup Training Dates"

Skills: PHP, vTiger

See more: services agreements, service agreements templates, product sales reps, on demand screen, on-board services, lead to quotes, in demand, crm on demand, sales rep company, quotes leads, on-demand, demand , demand for graphics, business setup, business process model, business process graphics, call flow sales, call vtiger, php call flow, analytical reports, crm opportunities, email campaign templates, call process lead, prospects leads, simple call flow

Project ID: #4407763

4 freelancers are bidding on average $244 for this job


Hi, Please check PM. Regards, Jerry

$275 USD in 4 days
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Hi! Here is our Proposal. More on Personal Message. Thanks and regards, BDM Auriclesoft

$240 USD in 15 days
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Hi, We are a 10 year old professional IT software company. We would like to work on this project. Please find more details in your PMB. Thanks.

$140 USD in 3 days
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Hello, We are freelance software developers. If you contact us, we can give a quote for your project and we can discuss the details. w w w . so l ve r . i o

$154 USD in 3 days
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Hi We are a software company who are in the business of synergizing our services as per our Clients' needs. Hence we are really interested and confident to deliver this project. For more details please refer our More

$220 USD in 20 days
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Hi i can modify the vtiger CRM and i also did it . im intresting to do ur work

$242 USD in 15 days
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