Require following Development/Modification to an existing project.
1. Add the following in opportunity module
--add the field of opportunity number: it should be allocated Automatic for each new opportunity
[login to view URL] the following in lead module
--add the field of lead number: it should be allocated Automatic for each new lead
3. Auto-generate lead from email
[login to view URL] converting a lead to the opportunity it should ask option to assign the lead to others.
[login to view URL] search should show the result of leads also
--If a/c owner is different than lead owner then if lead owner search for a/c name then it must show leads containing similar a/c names.
[login to view URL] if we can get the report from status change dates.
[login to view URL] log in opportunity does not show changes in documents
Please provide estimated hours and fixed cost of completion!
Best Regards
Hello!
I am a SugarCRM certified professional who has been working on the tool for 3 years!
I've already developed and got customization packages ready for many of those things you mentioned in the description for Sugar and SuiteCRM!
Hire me to streamline the processes and have a great result
Hi
I can help you with your requirements, which version of CRm that you are using? and have you started to using it already or need to install and do the changes.