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Configure SugarCRM Pro workflows

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Project Description

This job is for implementing a four step sales workflow in SugarCRM pro. We have an overly complex system now (not in SugarCRM Pro) that we're looking to dramatically simplify.

We need the following roles: Admin, Originator, Closer, Developer, PM. Each role will have different access to each step of the workflow - e.g. only a certain role may move from, say, stage 1 of the workflow to stage 2. That role will be different in each stage.

We will have less than ten custom fields, probably closer to five.

Every time a stage progresses to the next stage, an email notification needs to go out to an individual specified in the record with a link to the record. If a record isn't updated within a day, an email reminder needs to go out to an individual specified in the record. And finally, if a record isn't updated within two days, an email reminder needs to go out to the boss.

You will be given full Administrative access to our instance of SugarCRM Pro.

Please be prepared to show examples of prior workflows created in SugarCRM Pro. No more than two finalists will be chosen, each will be required to submit at least one verifiable reference. We will be making our decision based on price, speed to complete, and familiarity with SugarCRM Pro.

Your quote must include an estimated time to complete the project in actual days, as well as the soonest date you could begin. We're happy to answer any other questions you might have.

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