SUGAR CRM SETUP, REPORTING, ALERTS
We require an expert who is very good with SUGAR CRM - ON DEMAND 6.4.1.
1. Transfer the information from the Lead module, to the Opportunity module, and to the Account module. Need the "hooks" created to transfer the information from first module to many. Need hook logic built between Lead, Opp, Account.
2. Set Up web forms to capture the values from a landing page, populate Lead Database.
3. Multiple Alerts set up.
4. Creating Multiple Reports, and Work flow Emails.
We will prepared task register.