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Create ILM on FatFreeCRM

I want to create an ILM (Internet Lead Management) on FatFreeCRM, [url removed, login to view] . MUST have experience with fatfreecrm.

Here are the functions that the ILM should have.

Lead is emailed to saoftware email account via xlm/adf lead

1. Check for email address.

a. if email in database add to existing record

b. if email not in database create a new lead

2. Check customer or source/campaign

a. if campaign does not exist mark the lead campaign as internet

b. if campaign does exist add the lead to campaign

3. Check for duplicate leads

a. if customer email does not exist in ILM database tag the lead as new lead (also adding date and time lead came in)

b. if customer email does exist in ILM database tag the lead as duplicate with original lead, date time and source and the date and time of duplicate (this list should have option to export in csv or excel format)

4. Accessing lead data

a. single clicking on lead will populate lead information on left sidebar with customer vehicle information

b. double clicking on the lead will load the full lead information screen

5. Lead tab

a. there should be a count of New leads. Once a lead is contacted it should be remove from the count, e.g. If there are 7 New leads and 23 contacted then the count on the ILM tab should display 7

6. Auto reply

a. dealer can create an auto reply including adding a BCC reply to emails, so once a lead comes in immediately an auto reply is sent to the lead and bcc list

7. FollowUp

a. once a lead comes in there should be a task "follow-up" created for that lead

b. when that task is completed then the lead within the ILM screen will display contacted

8. Delete record

a. (ADMIN ONLY) Can clean Lead list one by one or all

b. (ADMIN ONLY) can delete duplicate from database

9. Administrator Options

Adding email information

a. Add an incoming pop mail server information for internet leads

b. Add BCC reply emails and reply email content

c. When adding reply email content there should be a way to send html or regular email also ability to upload an image to email content

d. Select which login will see ILM tab, i.e. which logins/users will have access to this plugin

e. Turn ILM ON and OFF via Plugin Tab

I will provide more details and a mochup of how it should look and feel

Compétences : Ruby on Rails

Voir plus : ruby on rails mail, ruby on rails database, ruby on rails 4 way, ruby on rails 1.9 3, rails send, how to source new leads, adf management, auto populate data in excel, ruby on rails 5, delete duplicate, create 2 html emails, option leads, excel csv tab, ruby rails csv upload, clean ruby, access clean data, ruby rails task list, plugin pop, task export, task export data, create auto com, send html format email, ruby rails login email, create load, pop tab

Concernant l'employeur :
( 2 commentaires ) beverly hills, United States

N° du projet : #2373069