SugarCRM Round Robin Lead Assignment

In Progress

Looking for someone who is very advance in sales automation using SugarCRM. Our goal is to find a long term freelancer who can work with us as we continue to improve our SugarCRM instance.

The current project scope:

Develop a round robin lead assignment with the following capabilities.

1. Ability to include or exclude user in the round robin

2. Ability to choose day and time user will be sent leads (example. M: 7-4, Tu, 11-7, W:off, Th: 7-4, Fri: 11-7)

3. Ability to choose which leadsources they can receive leads from

Create workflow which schedules apt to call the new lead in the user calendar and creates a pop up about the new appointment, immediately upon lead assignment.

We are using the latest edition of SugarCRM on the Sugar Hosted platform.

Skills: SugarCRM

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About the Employer:
( 1 review ) Carlsbad, United States

Project ID: #4457698

Awarded to:


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$630 USD in 14 days
(15 Reviews)

6 freelancers are bidding on average $709 for this job


Dear Sir, Expertise in Open Source/CRM/ERP/POS/EMR/DMS/CMS/ANDROID/Custom Solutions/Web designing. We do customization as per your requirements. With a good Profile in Freelancer and experience of over seven years in More

$573 USD in 24 days
(6 Reviews)

thanks for your trust and invitation. let me do it for you. I bid on a low price. I have experience on pro version

$550 USD in 3 days
(4 Reviews)

Hi, We have gone through your requirement and have sent you a private message. Kindly check that. Thanks

$1181 USD in 8 days
(1 Review)

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

$550 USD in 20 days
(0 Reviews)

Hi , We are 4 person team of freelancer all have 7+ years of experience with sugar crm and 4+ years of experience with sugar crm 2 person working with sugar crm and 2 person working with e-commerce application More

$770 USD in 10 days
(0 Reviews)