Bullhorn rest API를 이용하여 필요한 엔티니의 데이타를 읽어와 MS CRM의 데이타베이스에 입력가능한 프레임워크 개발 .
I need someone expert in restoring a SUITE CRM (SugarCRM) system precedent installed on a different domain. i have done backup of files and db but expanding on new domain it give an error (maybe many files to configure or something else to do i don't know. Al system is under plesk so i give a plesk customer containing files zipped and db zipped
...Meta Ads, con el fin de crear un sistema de recogida de datos preciso para un ecommerce. Contexto: -Tenemos una tienda online que utiliza WooCommerce. -La página web está desarrollada a medida con un Custom Theme. -Nuestras fuentes de tráfico son Meta Ads, Redes Sociales, Búsqueda Orgánica y nuestra Newsletter. -Para generar Leads utilizamos formularios en el sitio web. -Utilizamos Hubspot como CRM. Aquí procesamos estos contactos creados a partir de los formularios. Problemas: -La recogida de datos de Meta no ofrece fiabilidad. -Los datos de atribución de GA4 no son precisos. Qué necesitamos: -Tener unas métricas de asignación de tráfico fiable en GA4 -Tener eventos que se disparen de forma adecuada ...
I need an expert to design a DICOM database specifically for storing and retrieving radiology images. Key requirements are: - Comprehensive understanding of DICOM Standards - Proficiency in database design and administration - Experience in handling medical images, particularly radiology The proposed database should support retrieval of images via Unique Identifier Codes (DICOM's UID). Being well-versed in medical systems integration will be considered a great advantage. This project will require strict adherence to privacy regulations and standards.
As an eCommerce business owner, I'm in need of a diligent freelancer who can take on t...in a professional, friendly and efficient manner is crucial. You would need to have good problem-solving skills. **Daily Volume**: The expected volume of emails and queries to be handled on a daily basis typically falls within the range of 50-100. It's important to maintain a quick turnaround time while ensuring accuracy. The ideal candidate should have: - Proficiency in Shopify platform administration - Strong experience in email handling and customer service - Exceptional data entry and organization skills - Ability to resolve customer queries effectively - A track record of maintaining high standards of accuracy and attention to detail Please provide your relevant experience when...
As an eCommerce business owner, I'm in need of a diligent freelancer who can take on t...in a professional, friendly and efficient manner is crucial. You would need to have good problem-solving skills. **Daily Volume**: The expected volume of emails and queries to be handled on a daily basis typically falls within the range of 50-100. It's important to maintain a quick turnaround time while ensuring accuracy. The ideal candidate should have: - Proficiency in Shopify platform administration - Strong experience in email handling and customer service - Exceptional data entry and organization skills - Ability to resolve customer queries effectively - A track record of maintaining high standards of accuracy and attention to detail Please provide your relevant experience when...
Description: Erfassen, analysieren und priorisieren von Anforderungen in agiler Umgebung mit verschiedenen Stakeholdern Quartalsplanung erstellen und ausgewählte Features im Agile Release Train integrieren Gestalten von Geschäftsprozessen für Organisationsverwaltung mit Fachbereichen wie Administration, Lehre und Forschung Planung und Koordination der Einführung neuer Features sowie Kommunikation zwischen den Teams und betroffenen Parteien Requirements: Du verfügst über eine abgeschlossene Ausbildung als Informatiker oder ähnliches, Master-Abschluss wird bevorzugt Hochschulabschluss in Informatik oder einem verwandten Fachgebiet mit umfangreicher praktischer Erfahrung Zertifizierung als Product Owner und mehrjährige Tätigkeit in dieser R...
I am seeking an experienced Dynamics CRM 365 developer with Virtual Entity expirence. I have got few virtual entity tables link to Azure SQL database. One table has got 1:M relationship with another. In my form, I am trying to populate custom view in lookup field of this virtual entity lookup. I tried it in two different ways but it doesn't work. Method 1: I created fetchXML and link two tables, I get the result but issue is records don't filter in query. I tried this method with advance find as well, and again records don't filter according to criteria for virtual entity. in Advance find, if I try to select the columns from second table then I get error. Methos 2: I tried to create Fetch XML query and use addCustomView method. This method works if filter criter...
...equipo de marketing para implementar estrategias efectivas de generación de leads y aumentar la visibilidad de la marca. Requisitos: -Habilidades excepcionales de comunicación verbal y escrita. -Capacidad para trabajar de forma autónoma y gestionar eficazmente tu tiempo. -Orientación a resultados y capacidad para alcanzar y superar objetivos de ventas. -Conocimientos básicos de herramientas de CRM y otras tecnologías de ventas. Beneficios: -Oportunidad de trabajar de forma remota, ofreciendo flexibilidad y autonomía. -Comisiones atractivas y bonos por cumplimiento de objetivos. -Entorno de trabajo colaborativo y dinámico. -Posibilidad de crecimiento profesional dentro de la empresa. Si estás buscando una emociona...
This is a Python-based project involving LinkedIn connections parsing using a cookie file. The target is to uncover and analyze mutual connections between my personal friend's list and a CRM file. Important Aspects: - The script needs to efficiently extract the full profile details of LinkedIn connections, including their names, job titles, locations, and industries. The data about any mutual connections between my friends and my existing client database is distinctly relevant. - I also need the parser to generate records of connections between my LinkedIn friends and contacts in my CRM. - I would require the output to be well-organized and easy to navigate. It should be exportable and storable both as a CSV file and an Excel spreadsheet. Ideal Skills and Experience: ...
Avem nevoie de un sistem foarte bine integrat de tip CRM ce trebuie sa contina urmatoarele: Introducere clienti Oferte - acestea sa se trimita automat prin mail si sms (integrare prin API sms la providerul nostru), acceptarea acesteia online Proforme si facturare - la fel trimsie prin sms si mail, plata online prin netopia (api detinut) Contracte - pe acelasi mod, se genereaza contractul in baza unui template apoi se trimite prin sms si mail, pe sms contine un link de la serverul nostru si il poate semna electronic Procese verbale Portal clienti - acces pentru clienti sa poata vedea programari, contractele semnate, facturi, adaugare de tiket, etc Ca exemplu este crm de la mefi OBLIGATORIU DIN ROMANIA, SE LUCREAZA DOAR CU ROMANI
As the project owner, I urgently require a skilled developer to help integrate my WhatsApp system with a cloud. The integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring t...integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring the following skills and experience to this project: - Familiarity and experience with WhatsApp and cloud integration - Strong knowledge in web-based platforms - Past experience in implementing the following functionalities: auto-responding to messages and CRM integration. This project is urgent, thus a quick turnaround time and reliability are key attributes I am looking for in a f...
I'm in need of a Zoho CRM expert to help me get started and make the most of this platform. I'm a beginner user and I have some specific goals in mind. Key Responsibilities: - Providing initial Zoho CRM training and guidance for a beginner. - Assisting with setting up and customizing the platform to align with my business needs. - Guiding and teaching me how to improve my sales process using the CRM. - Helping automate certain key business workflows through Zoho CRM. - Coaching on how to effectively manage customer relationships through the platform. The ideal candidate for this project would: - Have extensive experience using Zoho CRM. - Be an excellent and patient teacher, capable of explaining complex concepts in an easily understandable ma...
Are you a skilled freelancer with a knack for finding the right users for innovative software solutions? We want you on our team! We're on the hunt for a talented freelancer to help us find 100 beta testers for our revolutionary all-in-one business management software, UnitaskerPro. With features spanning project management, CRM, HRM, payroll, recruitment, asset management, purchase management, and finance management, UnitaskerPro is set to transform the way businesses operate. To check, please visit our website at As a freelancer, your responsibilities will include: 1. Identifying potential beta testers within our target market. 2. Reaching out to businesses and individuals who could benefit from UnitaskerPro's comprehensive suite of tools. 3. Generating interest
...experiences. - The shop should have secure payment options to ensure the safety of transactions. - Additionally, a CRM system to manage customer relationships would be beneficial for future marketing. Design: - I envision a vibrant and colorful design that resonates with our environmentally-friendly products. - The design should be lively and inviting, aimed at encouraging potential customers to explore the shop further. Ideal Skills and Experience: - Proven experience in developing e-commerce platforms, preferably with a focus on colorful and engaging design. - Proficiency in integrating and customizing features like product search, user reviews, secure payment gateways, and CRM systems. - Strong understanding of user experience (UX) design principles to ensure the sit...
Bonjour, Je recherche un professionnel pour faire la configuration du crm en créant un lien entre le formulaire d inscription de mon site au crm afin que je puisse recevoir toutes les informations dans le crm Merci
I'm looking for a competent freelancer to help create a comprehensive training manual with written SOPs and videos for our dental office. Key Requirements: - Compile all necessary procedures: The manual should cover every aspect of our operations, from patient scheduling and management, dental treatment procedures, to office administration and billing. This would require a deep understanding of the dental office workflow. - Online accessibility: The manual and accompanying videos need to be accessible online through our website. The ideal candidate should be able to advise on the best means to make this resource user-friendly and easily navigable for our staff. - Moderate interactivity: The training materials should be engaging but not overly complex. A good mix of v...
...management - Payment reconciliation The ideal freelancer would also assist with OneWorld and Chart of Accounts (CoA) configuration such as: - Participate in finance meetings and support - Setting up subsidiaries - Defining accounting rules - Managing intercompany transactions Additionally, I need you to under the Netsuite Order to Cash process and Month End Close. Other prime areas will be administration for: - Customer order management - Billing and invoicing - Cash application and banking - Financial statement preparation - Understand how to create custom fields, forms and workflows Daily support up to 30h weekly. Expertise with Netsuite's OneWorld and understanding of international finance handling will be critical for this job. Netsuite certified would be a pl...
...This project requires high technical competence in web design, social media management, automation, and CRM integration. Success in this role could lead to an ongoing relationship, contingent upon your performance and compatibility with our project goals. We also need the candidate to be able to Create a Logo and Branding for the company that will fit our concept. We are looking for someone creative and a true visionary. Must be fluent in conversational English. **Key Website Features:** - **Credit Repair Cloud Integration**: The website must integrate seamlessly with Credit Repair Cloud, using Zapier for automation. - **CRM Integration**: Ability to synchronize with our current CRM system, Active Campaign, though I am open to recommendations for alternative CR...
As a Vietnamese business owner, I'm searching for a skilled team or company experienced in CRM development. The CRM needs to include: - Customer Management: Efficient tracking and managing of customer information and interactions. - Sales and Lead Tracking: A system to follow and nurture vital sales leads. - Reporting and Analytics: Particular attention on Sales reports and Customer performance reports is required. These should provide in-depth insights into our company's operations and customer relations. - HRM: An integrated Human Resources module for simplified internal management. - Financial and Accounting: Seamless recording and tracking of all financial transactions and accounting essentials. - Utilities: These may vary so the system should be built with sca...
I'm looking for an entry-level Odoo developer to help me implement my B2B sales and marketing strategy. Key Components: - Essential CRM integration: The chosen freelancer should be well-versed in how to seamlessly integrate our CRM system within Odoo, ensuring that all our sales and marketing data is centralized in one location. - Email Marketing Automation: Automation is at the heart of modern marketing tactics. I am looking for a developer who has the necessary skills to set up effective email marketing automation within the Odoo platform. - Lead Tracking and Management: A proficient understanding of lead tracking and management is necessary for this project. The freelancer should be able to implement a system that can keep track of leads, their interactions, and f...
...realizar las siguientes actividades: - Llamadas a clientes potenciales. (Asignamos telefonia IP). - Atención a prospectos calificados. - Realizar BRIF de Eventos. - Presentación de Propuestas Comerciales. - Atención y seguimiento de Propuestas. - Conseguir cita de Venta. OFRECEMOS: - Salario Base Mensual: $200 USD - COMISIONES por resultados. Trabajar desde Casa. - Acceso a plataformas como: CRM, Telefonía IP, WhatsApp, entre otras. INDISPENSABLE: - Sexo Femenino. - Facilidad de Palabra. - Habilidades de Ventas. - Conocimientos en Mercadotecnia, Publicidad, Comunicación, Relaciones Publicas, Ventas o Afín. - Equipo de computo con camara en buenas condiciones. - Disponibilidad de Horario: Lunes a Viernes de 9:00 a 2:00 pm y de 4:00 a 7...
I need a dedicated expert to complete an order management application using Zoho Creator. The App is 75% completed by a former freelancer who has gone MIA. The application manages Mobile SIM Card ordering and ongoing support. The system is integrated with Zoho WorkDrive, Zoho CRM and Zoho Desk presently, however the Zoho Desk integration for the submission and updating of support requests seems to have some errors. The application is integrated to our soft switch to provide a testing function which I will go into more detail about with the successful freelancer. This has currently been tested through API integration to Enswitch, however needs finishing. We need further integration to our carrier/s through API for ordering, updating and cancelling of services. I have attached...
I currently use Notion as my CRM platform and I'm looking for a skilled developer who can integrate Twilio or OpenPhone into my Notion account. This integration will enable me to make calls, send SMS, and receive calls and SMS notifications directly from within Notion. Dummy data for my CRM can be found Below for your use in Development. Feel free to suggest improvements. Dummy Data: Key Functionalities: - Making calls: The integration should allow me to make calls directly from within Notion, eliminating the need for a separate phone application. - Sending SMS: In addition to calls, I need to be able to send SMS to my contacts directly from Notion. - Receiving calls and SMS
...require a Zoho One professional to help me with the implementation and customization of several key applications. - Primarily, I need assistance with Zoho CRM. The focus here will be on sales automation to enhance our overall sales process. - Additionally, I require support with Zoho Books. I aim to make the most of the financial management capabilities this application offers to streamline our business finances. - Lastly, I'd like to maximize the use of Zoho Analytics to help us gain better insights and make data-driven decisions. The ideal candidate for this project should have: - Proven experience in implementing and customizing Zoho One CRM, Zoho Books, and Zoho Analytics. - A strong understanding of sales automation, financial management, and data analysis....
I am looking for someone with proven experience in setting up and managing Apollo campaigns and integrating it with HubSpot. and creating Hubspot sequence Key Project Goals: - Drive Sales: The primary objective of th...integration of Apollo with HubSpot is crucial for our tracking and lead management. Ideal Skills & Experience: - Extensive experience with Apollo campaign management. - Proven track record of driving sales through campaign activity. - Prior experience in the recruitment industry is a big plus. - Ability to understand and tailor campaigns to specific audiences. - Proficiency in HubSpot or similar CRM and experience in its integration with Apollo. I'm looking for a focused and results-driven professional who can hit the ground running and help us achieve...
I'm in need of an experienced developer who can assist with coding and theming for my Doctor of Business Administration dissertation. Ideal candidates should have: - Experience with qualitative and quantitative research coding and theming - Strong communication skills for regular updates via email - A solid understanding of DBA needs - A track record of relevant projects
...Pensador estratégico con capacidad para analizar datos, identificar tendencias e implementar estrategias de crecimiento para campañas de marketing digital. 5) Excelentes habilidades de comunicación, con competencia en la creación de contenido atractivo que se alinea con la misión de nuestra clínica y la filosofía de atención al paciente. 6) Experiencia en la gestión y configuración de sistemas CRM (Activo) 7) Comprensión de KPIs y sistemas ágiles mediante pruebas AB. Compromiso: Estamos buscando un socio a largo plazo dispuesto a dedicar al menos 25 horas a la semana para elevar la huella digital de nuestra clínica. Este puesto es ideal para un especialista en marketing digital que bu...
I'm in need of a professional who can assist with a preferred IPv6 configuration on PowerMTA 4.0. Here's a bit more about the project: - The system that's running PowerMTA is a Virtual Private Server. - I'm currently using PowerMTA 4.0, which needs to be configured to prefer IPv6. The ideal freelancer for this project would be: - Skilled in system administration - Familiar with IPv6 configurations - Experienced with PowerMTA, specifically version 4.0 - Knowledgeable about working with virtual private servers This configuration should be handled with minimal disruptions to the server. Please ensure you're confident in your ability to meet these needs before bidding. Thank you.
We are in need of a skilled developer who has experience with both react js or angular as well as Flutter. The ideal candidate will be able to handle specific tasks for the project as well as provide ongoing support. The timeline for this project is less than a month. Skills and E...as well as provide ongoing support. The timeline for this project is less than a month. Skills and Experience: - Strong proficiency in React.js and - Experience with Flutter - Ability to handle specific tasks and provide ongoing support - Time management skills to meet the project deadline 1 great knowledge react js or angular and flutter 2 experience minimum 3 year 3 done any Erp and crm software 4 we can pay per hour 3 or 5 usd in a month200 to400 hours in a month 5 good knowledge Api integrat...
I am in urgent need of skilled developers to create a web-based CRM system. The details of the industry this CRM will serve will be shared in further discussions. Ideal Skills and Experience: • Proven CRM development experience • Good command of web-based applications • Ability to deliver in a short timeline Timelines: Immediate start with a goal for as quick a completion as possible.
Hola, Buscamos a una persona que se una a nuestro equipo de Ventas para trabajar remoto realizando ventas en Centroamérica. Las funciones serían: Prospectar, buscar nuevos clientes y cerrar ventas Coordinar demostraciones con clientes Realizar cotizaciones de acuerdo a las necesidades del cliente Si un cliente acepta la venta coordinar siguientes pasos con el equipo Utilizar la herramienta CRM Trabajar en equipo con los departamentos involucrados Realizar reportes de ventas Cumplir con las metas de ventas asignadas. Requisitos: Estudiante o Graduado de la Universidad en carreras Afines Experiencia en ventas B2B preferiblemente productos digitales Pasión por las ventas Laptop con cámara, celular y buena conexión a internet Se paga salario base ...
BILINGUAL WORDPRESS SITE that includes a basic CRM to manage content (in the form of products or services) and users. Once authorized users log in, they will be able to view specific info not shown publicly on the website. Web users must log in to view specific content. Admin should be able to assign what content may each user view. You must copy content that is available on a specific website I will provide you to this new WordPress site and adapt it to the image provided on the project I will send you before I select a freelancer. Website fully optimized for Mobile and Table View. URLs must follow a specific structure (view on slide 4 of the project). Once the project is completed, uploaded to my server and fully working the project will be paid in full. To secure your payme...
I need an IT engineer to install ThingsBoard Community Edition on my Windows server. Key Responsibilities: - Install ThingsBoard Community Edition on my Windows server. Ideal Skills and Experience: - Proven experience in server administration, especially Windows. - Familiarity with ThingsBoard platform or similar IoT platforms. - Ability to troubleshoot and resolve software installation issues. - Strong problem-solving skills and attention to detail. Please apply if you have the right skill set and availability for this project.
Hola, Me gustaria una app tipo identificador de llamadas, tengo una base de datos con los datos de mis clientes, quiero que cuando me llamen la app busque en la base de datos y me muestre en el movil los datos del cliente, tambien la app en ese momento de la llamada entrante debe enviar un notificación a una CRM (de esto otro programador puede hacerse cargo).
We are seeking a talented and experienced developer to create a comprehensive Customer Relationship Management (CRM) system tailored for our e-commerce business that specializes in photocopier toner inks. The system will consist of both a mobile app and a web application. The primary goal is to enhance our ability to track and analyze sales data effectively and efficiently on multiple time scales (daily, monthly, yearly). Key Features Required: Sales Tracking: Ability to log and review sales data segmented by day, month, and year. Product Specific Fields: Custom fields to input specific data for each product, including machine make and model. Customer Purchase History: Detailed records of each customer's purchase history. Reminders: Automated reminders for follow-ups or cruci...
...version 13 to the latest version - Customize the ERP to include: - A proper accounting system - Human resources management - Custom report generation - Inventory management - CRM integration - Implement Odoo e-commerce to replace my existing WooCommerce. The e-commerce should: - Offer the same functionality as Woo Commerce - Have inventory management based on the warehouse location Ideal Skills: - Proven experience with Odoo ERP migration - Deep knowledge of Odoo customization - Skilled in building and customizing Odoo e-commerce platforms - Expertise in inventory management and CRM integration - Strong background in accounting systems and human resources management Prior experience in similar projects and good communication skills are highly ...
I'm seeking immediate assistance in dealing with specific tasks related to managing complaints with an airline. The focus is on resolving the issues of mileage refunds and payments. Key Tasks: - Refund and Payment Management: The main task revolves around ensuring that refunds of miles and payments are efficiently processed. Ideal Freelancer: - Experience in Administration: I'm looking for someone with a strong background in managing customer complaints in the airline industry, specifically in the context of mileage refunds and payments. - Attention to Detail: Since this project requires dealing with financial transactions and customer data, a high level of attention to detail is a must. - Prioritization and Efficiency: The project needs to be completed as soon as possi...
...tools and frameworks (CI/CD pipelines). - Conduct systems tests for security, performance, and availability. - Develop and maintain documentation and systems diagrams. **Required Skills and Qualifications:** - Proven experience as a DevOps Engineer or similar software engineering role. - Proficient with AWS cloud services. - Expertise in Docker and Kubernetes. - Strong background in Linux/Unix Administration. - Experience with CI/CD systems. - Proficiency in version control tools like GIT. - Strong problem-solving skills and ability to manage complex and urgent issues. - Excellent communication skills and ability to work independently on projects. **Preferred Qualifications:** - Certifications in AWS, Kubernetes, or other DevOps tools are highly desirable. - Prior experience work...
...implementation of Odoo for my small business. The ideal candidate will have expertise across multiple Odoo modules and a proven track record in implementing and optimizing Odoo for small businesses. Key Responsibilities: - Integrate and optimize Odoo across Sales and CRM, Inventory and Warehouse Management, Accounting and Finance, and Human Resource modules - Ensure the Odoo system is user-friendly and efficient for a small team of 1-10 users Ideal Skills and Experience: - Strong understanding of Odoo modules, particularly in Sales and CRM, Inventory and Warehouse Management, Accounting and Finance, and Human Resource - Proven experience in Odoo implementation and optimization for small businesses - Ability to deliver a system that is user-friendly and efficient for a s...
As a growing business, I'm looking for someone who can help me develop a CRM using ERPNext or any other better software. The project should be tailored to meet the needs of a small sales team, numbering between 1 to 10 users. It includes manufacturing , POS, Payrol, Purchases and Sales etc. A brief about our company. 1. We buy Yarn. 2. We use the yarn to manufacture Fabric. 3. Then the fabrics come to stores. 4. From stores they go to multiple small garments. 5. From the Garments they come back to stores. 6. At stores, we check QC, Ironing, Packing, labeling, etc. 7. From stores they come to Retail shops. 8. From the shop we sell to customers. 9. POS system needed chich includes Discounts and Loyalty point for customers. 10. The POS should be able to input customer details ...
Knowledge of technology required -> Frontend: ReactJS or Vue.js or AngularJS Backend Language: PHP Framework: Laravel Database Modeling: MongoDB, PostgreSQL, MySQL We want to create a CRM app with MERN/MEAN stack or Laravel and JS.
I'm currently in need of 2 mid-level sales representatives ...need of 2 mid-level sales representatives to aid in the sale of advertising space for my online newspaper. This is a Commission only job but it could prove quite lucrative for the right candidate. Key Responsibilities: - Approach leads with provided information about our platform, and services. - Maintain and grow existing client relationships. - Close sales and achieve quarterly targets. - Update CRM with customer interactions and transactions. The ideal candidates for this project would have: - Proven experience in sales - Understanding of the advertising industry is a plus - Ability to work independently and collaboratively - Excellent negotiation and communication skills - Strong organizational and time-manag...
I'm in need of an experienced HubSpot expert to help me with the following tasks: - HubSpot CRM Implementation: I am looking for support in setting up the HubSpot CRM system. This includes configuring the CRM to match our specific business needs and ensuring seamless integration with our existing systems. - Marketing Automation Setup: It's important for us to optimize our marketing efforts by setting up effective automation within HubSpot. The ideal candidate should have a strong understanding of marketing automation best practices and be capable of implementing them within our HubSpot account. - Landing Page Development: We're looking to streamline our lead generation process by creating attractive and high-converting landing pages in HubSpot. The fr...
I am currently in need of a Zoho specialist who can help in customizing reports and dashboards of my CRM software. To be successful with this project, you should: * Possess in-depth knowledge of Zoho CRM * Have a track record in creating and customizing dashboards * Be skilled in data visualization and reporting Your main task will be to enhance the current system, adjusting and customizing our CRM reports and dashboards to improve efficiency and the decision-making process. Expertise in Zoho CRM is vital to ensure seamless workflow. Preference will be given to those who have completed similar projects before.
Hi, I need to Connect each user to their microsoft outlook account. The goal is to be able to create tasks on Perfex and also show them on their Outlook calendar. For each user (about 10 at the moment) they will need to be able to link their account in my current Perfex CRM installation. In the CRM the user need to set up his account through a step by step procedure. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. I'm looking for a developer who can create a module where I can plug & play to my Perfex Installation.
Hi, I need within the sales sections (proposals, quotes, invoices), in Tasks and Customers create a data filtering interface, similar to what has already been done for Leads (see ). This interface is generated by a module I've purchased in my current Perfex CRM installation, I need a developer who can replicate it in the sales sections. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. The data I need to be able to filter for these sections respectively are as follows: a. Proposal - Date (range field) Valid up to (range field) Network Qtà vetture totale (range field) Agente di vendita Status b. Estimate - Date (range field) Expiry Date (range field) Network Qtà vetture to...
I am in search of a skilled IT Administrator with expert-level proficiency in Vici Dialer. The ideal candidate will be able to manage, configure, troubleshoot, and provide support for the system. Key Responsibilities: - Setting up and configuring the Vici Dialer syste...maintenance to ensure the system's smooth operation The IT Admin should have a deep understanding of the Vici Dialer system and its functionalities, and should be able to proactively address potential issues before they impact our operations. Experience in a similar role is essential. Looking for someone who is: - A Vici Dialer expert - Proactive and solution-oriented - Experienced in IT administration - Excellent in communication and problem-solving If you believe you meet these qualifications, I'd lo...
Hi, I need to link various data between sections in my current Perfex CRM installation. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. I've attached an explanatory excel where you can see what data is to be shown in other sections of the CRM. (CRM ) Below you can see what data need to be sync in the Perfex CRM. 1. When creating a Lead-related Task, copy the data [Address] [City] [Description] 2. When creating a Proposal related to the Lead, copy the data [Network] In CRM I created a custom Network field (multiselect) for Leads and Customers and the same field within Proposals as well. When creating a proposal associated with a lead or customer the Networ...
