1、建立客户派单CRM系统，通过CRM系统录入后的客户，派单后进入到公海池。（提前预埋出接口，方便用户注册，前期我们用CRM系统帮用户注册） 2、软件接到订单后，进行派单逻辑，正常派单逻辑库：录入的要灵活（有数据源回传的地方的按钮都要做出来），可以随时抽调我们软件内部的数据，最终得到一个分值会进行优先派单，其次派单，最后派单，拒绝派单。 3、工作结果反馈（图片、视频、文本），并提交推送至二级审核，二级审核确认无问题则提交给用户查看。 4、流单后，公海池随意抢单 5、客户提示前面的排队人数显示。 6、用户的评分体系。 开发原则： 1.功能模块化 2.可扩展性 3.参数化 4.用户界面友好 5.条件逻辑 开发用java或PHP，后期能长期合作者最佳,整体开发类型有对标。欢迎找我拿详细需求
多供应商多用户AI名片智能CRM企业营销管理系统，开发需求 前端包含：数字名片、发现（视频、社区、店铺街、直播）、人脉圈（人脉市集、供需共享、智能招聘中心）、AI多供应商商城、AI企业官网 后端包含：智能CRM管理、chatGTP智能客服管理、AI营销互动管理、名片后台管理、AI智能营销管理、企业管理 用户端包含：微信小程序、企业微信小程序、钉钉、抖音
现有的CRM系统是使用HTML+PHP方式开发，前台主要框架angular.js，后台主要框架是Propel、slim等。 要做一些页面的修改和工单流程的修改。
有一个2012年使用pb12制作的windows桌面项目，使用mdi方式已经实现，需要界面美化。 希望美化的效果能够符合2020年的审美要求。 需要开发者提供源代码，源代码都需要可见，源代码不包含第三方封装的程序。 开发者需要使用中文沟通。
我需要ERP软件供应商如Microsoft Dynamics，SAP Business One，Netsuite，Acumatica，Epicor和Infor在中国的所有合作伙伴的excel报告。 我需要excel报告包含以下信息： - 公司名 - 地址 - 网址 - 与其合作的供应商（每个竞争对手的单独列）。 一些公司可能与多个供应商合作 - 每个供应商的合作层级或级别。 - 姓名，电子邮件地址和Linkedin公司首席执行官/创始人/董事总经理从每个合作伙伴。 我只是一个名字。
我需要ERP软件供应商如Microsoft Dynamics，SAP Business One，Netsuite，Acumatica，Epicor和Infor在中国的所有合作伙伴的excel报告。 我需要excel报告包含以下信息： - 公司名 - 地址 - 网址 - 与其合作的供应商（每个竞争对手的单独列）。 一些公司可能与多个供应商合作 - 每个供应商的合作层级或级别。 - 姓名，电子邮件地址和Linkedin公司首席执行官/创始人/董事总经理从每个合作伙伴。 我只是一个名字。
网站用途：旅游行业网站，提供线路查询预订、酒店预订、伴游信息查询等服务。 开发语言：php 旅游网站+付费系统+CMS 网站所需功能： 用户注册 生成用户账号 支持社交网站(Facebook/Twitter)登录 在线支付 用户发表评论及反馈 用户可填写表格 用户论坛 多语言 全站搜索 用户博客/空间 购物车，订单管理，后台管理系统，会员中心，店铺，订单管理 ，客户管理（CRM），售后跟踪、搜索引擎优化（SEO）
translate from Chinese to english. Translate the file I attached. Send me your translation of the following text to prove your ability before I award the project to you. "针对于医疗保险参保人数，直观看图表有以下特征： 1. 新农合医疗参保人数逐年下降，从2008年至2015年，下降幅度高达17.8%，其中08至13年前六年呈微量上升后下降，自2013年起逐年大幅下跌。 2. 城镇职工及居民基本医保呈逐年递增趋势，其中居民医保增量及增速均大于职工基本医保，并于2012年超过职工基本医保，实现从1.18至3.77亿277%的增量"
在现有的主流微分销商城系统上做二次开发，针对客户管理、实体店铺、自媒体功能模块的开发，以及前端ui的视觉和交互的重构。 需要团队来完成，包括ui视觉、ui交互、小型进销存和商城的api对接、实体店铺佣金和调货的程序开发、自媒体功能与主流sns的api对接。
我们服务器启用了 windows server 2012 (storage pools) 存储池功能，然后两个硬盘损坏了，我们替换了两个新的上去，不过就是无法删除残留着的硬盘信息。 ============== Disk1 PhysicalDisk-1 Disk2 PhysicalDisk-1 =============== 备注： 我们已经试过这3种指令，还是无法删除已经拆除掉的硬盘残留信息。 ================================================================ $PDToRemove = Get-PhysicalDisk -Friendlyname "PhysicalDisk-1" Remove-PhysicalDisk -FriendlyName "PhysicalDisk-1" Remove-PhysicalDisk -StoragePoolFriendlyName "play" -PhysicalDisks-1 $rem_phy_dis ================================================================ 现在问题是就是无法删除残留的硬盘信息，导致虚拟磁盘无法启动， 所以现在需找这方面(windows server 2012 storage pools) 的专业人士来解决此问题。 你只能在线教我们如何解决，我们无法提供你权限进入服务器。 不过我们可以边做边截图给你，然后你必须步骤告诉我们如何做。 看你们有更好的解决方法不。 qq 1241672155
需要一个小工具可以使用C/C++开发,运行平台windows server 2003/2008/2012 1.首先把和本地通信的ip抓取出来然后区分出ip归属地,可以直接去查ip归属地 国内需要国家和运营商比如 2.2.2.2 中国电信 3.3.3.3 中国联通 国外只需要国家,例如：1.1.1.1 美国 2.主界面显示当前连接的所有ip，已屏蔽ip，未屏蔽ip,黑名单,白名单 可以在未屏蔽ip中右健将ip加入黑名单,或者将国家加入黑名单 3.添加允许出站的程序,允许入站的程序,就等于是防火墙的软件版,功能和防火墙一样就可以 4.界面上带上全局入站(禁止/开启) 全局出站(禁止/开启) 仅限中文竞标和c/c++语言竞标 有能力开发的可以竞标。发开周期15天(看难度时间可增加)
食品盒存储管理 (IOS & Android) 1. 首次安装及打开APPS会要求用户注册或登入. 1.1. 用我司CRM API 2. APPS布局 2.1. APPS上面有主TOOLBAR(Home icon, Apps name, Search icon) 2.2. APPS主题Storage icon, Chart icon, Buying task icon, Setting icon 2.3. APPS左侧有滑出食物种类菜单 2.3.1. 大约2/7屏幕宽度, 颜色方块显示 2.3.2. 方块中上行大字显示该种类已存数量 2.3.3. 方块中下行小字显示该种类名称 2.3.4. 可自定颜色及增加食物种类 2.4. Storage 2.4.1. 左面食物种类菜单自动出现 2.4.2. 扫描我司食物盒上QRCODE(‘FS’+18位流水号)及扫描外购回来食物上BARCODE. 2.4.3. 用我司的API可查食物盒大小及颜色. 2.4.4. 用UPC API查出食物名称及细节. 如找不到就提示要用户输入. 2.4.5. 区块显示食物盒颜色大小及食物名称 2.4.6. 用户自己输入EXPIRE DAY. 2.4.7. 用户把该区块拖拉到左面的种类方块存入该种类. (该种类已存数量加1) 2.4.8. 单按种类方块可显示该种类存入名称, 日期及过期日等明细 2.4.9. 点明细可修改/删除, 或加入Buying Task 2.5. Chart 2.5.1. BarChart及PieChart图显示已存食物种类分布 (可选按年, 月, 全期) 2.6. Buying Task (购买任务） 2.6.1. 从2.4.9.加入 2.6.2. 显示要购买东西清单(名称及checkbo...
食品盒存储管理 (IOS & Android) 1. 首次安装及打开APPS会要求用户注册或登入. 1.1. 用我司CRM API 2. APPS布局 2.1. APPS上面有主TOOLBAR(Home icon, Apps name, Search icon) 2.2. APPS主题Storage icon, Chart icon, Buying task icon, Setting icon 2.3. APPS左侧有滑出食物种类菜单 2.3.1. 大约2/7屏幕宽度, 颜色方块显示 2.3.2. 方块中上行大字显示该种类已存数量 2.3.3. 方块中下行小字显示该种类名称 2.3.4. 可自定颜色及增加食物种类 2.4. Storage 2.4.1. 左面食物种类菜单自动出现 2.4.2. 扫描我司食物盒上QRCODE(‘FS’+18位流水号)及扫描外购回来食物上BARCODE. 2.4.3. 用我司的API可查食物盒大小及颜色. 2.4.4. 用UPC API查出食物名称及细节. 如找不到就提示要用户输入. 2.4.5. 区块显示食物盒颜色大小及食物名称 2.4.6. 用户自己输入EXPIRE DAY. 2.4.7. 用户把该区块拖拉到左面的种类方块存入该种类. (该种类已存数量加1) 2.4.8. 单按种类方块可显示该种类存入名称, 日期及过期日等明细 2.4.9. 点明细可修改/删除, 或加入Buying Task 2.5. Chart 2.5.1. BarChart及PieChart图显示已存食物种类分布 (可选按年, 月, 全期) 2.6. Buying Task (购买任务） 2.6.1. 从2.4.9.加入 2.6.2. 显示要购买东西清单(名称及checkbo...
创建网站 企业门户型网站 包含尽可能完备的功能点 JSP开发三层架构， 数据库使用mysql 应用服务器与数据库需要热备。 企业功能如CRM，EMAIL都需要考虑
有完整的产品需求文档和产品交互文档，以及全部前端psd文件，需要你这边使用apicloud开发（如果有更好的也可以，中国打开速度快）,同时通过JSON集成一个远程的CRM提供的会员数据。 app 部分功能和交互参考： ，有拖拽服务项目到清单功能和拖动调整预约日程管理两个技术细节。
在Wordpress The7模板基础下完成下述要求. 修改一些商城界面和功能. 需求详情: 按产品分类和目录美化产品介绍(约20件商品).(50%) 制作滑动方式拖动物品属性并且变化价格的功能与界面.(25%) 增加一个在线支持的模块.(10%) 增加一个CRM的模块.(15%) 如有兴趣请加 [Removed by Freelancer.com Admin]
修复现有的系统Bug，调整业务逻辑，开发新功能。 现有一个基于的CRM系统，存在部分Bug需要修复，个别功能调整以及新需求开发
I'm on the hunt for an ingenious advertising professional clear about the dynamics of the TikTok platform. The primary goal is to boost my brand's awareness among young adults. As such, the ideal freelancer should have: - Profound knowledge and experience in creating live action TikTok ads - An understanding of young adults behavior on social media - A proven record of increasing brand awareness via effective advertisements - Excellent communication and collaboration skills Ultimately, we're aiming to create an ad that resonates with young adults, ensuring not just views but also brand recognition.
...Business API. The chatbot should have automated responses, user data collection and CRM system integration. I am also open for integrating any Opensource projects or any relevant suggestions Key requirements: - Design and implement a visual flow builder for WhatsApp Business API - Develop the chatbot with Node.js - Implement automated responses and user data collection features - Integrate the chatbot with CRM systems for seamless user data management - Ensure the chatbot is user-friendly and intuitive to use on the WhatsApp platform. Ideal skills: - Proficiency with Node.js and a solid understanding of JavaScript - Experience in building chatbots, specifically for WhatsApp Business API - Prior experience with CRM system integration - Excellent problem-solving ...
I'm currently in need of guidance to understand how to navigate through complex office dynamics at the executive level. You will be my mentor to aid in managing conflicts and disputes. Additionally, your help in building strategic relationships and enhancing my networking capabilities will be essential. Here's a brief on what I need help with: - Deciphering office dynamics: As a mentor, provide insights on understanding and manoeuvring around the changing power dynamics in the office. - Managing Conflicts and Disputes: I'm struggling with power struggles at the executive/leadership level. Your expertise in this matter will help resolve the situation effectively. - Building influential relationships: Teach me how to build and managing networks and re...
...and develop detailed engine drawings. Ensure the design is lightweight and suitable for a model aircraft. Integrate a reliable starting mechanism. Optimize the engine for efficiency and performance. Collaborate with our team on necessary modifications. Qualifications: Proven experience in engine design, especially for model aircraft or small engines. Strong understanding of the mechanics and dynamics of four-stroke engines. Experience with CAD software for creating detailed engine designs. Ability to integrate starting mechanisms into engine designs. Excellent problem-solving skills and attention to detail. Deliverables: Complete engine design drawings. 3D CAD models of engine components. Technical specifications and performance data. Documentation for manufacturing and assembl...
I am in need of a Social Media Advertising Specialist who can focus on our Facebook, Instagram, and Twitter accounts, with the primary goal of increasing brand awareness. Key Responsibilities: - Create and manage social media advertising campaigns on Facebook, Ins... and Twitter - Optimize ads for maximum reach and engagement - Monitor ad performance and adjust strategies as needed - Provide regular reports on the effectiveness of the campaigns The primary goal of this project is to increase brand awareness. The ideal candidate should have a proven track record of managing successful social media advertising campaigns and a thorough understanding of the dynamics of Facebook, Instagram, and Twitter. Previous experience in increasing brand awareness through social media advertising ...
I am seeking an experienced Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a spe...
I have been doing online business for more than five years. The 2023 revenue is $4.5 millions. I'm on the hunt for a professional high ticket sales closer with an in-depth understanding of the e-commerce industry. I'm launching an online school focusing on teaching ...invest in high-level education. Key Responsibilities: - Convert interested prospects into students - Possess persuasive consulting services skills - Foster relationships with potential clients Ideal Skills and Experience: - In-depth knowledge of the e-commerce industry - Proven track record in high ticket sales - Expertise in consulting sales techniques - Familiarity with online education dynamics If you have a passion for advancing people's entrepreneurial aspirations within the e-commerce spac...
I have a Google document with incomplete data that needs to be corrected. The data includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are require...
I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generation f...
...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...
As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging impo...
...detection () that has a confidence score. I expect you will find a better technique. By applying the following feature techniques: facial expression analysis, gaze analysis, body movement analysis, speech and language processing, social interaction metrics, activity recognition, contextual information integration, and temporal dynamics analysis, all aimed at extracting comprehensive features from human video data to identify autism spectrum disorder. If you have work experience in computer vision, machine, and deep learning, specifically on video datasets, please let me know with a few of your sample works. We can discuss the task details, time, and budget in a virtual meeting. Ideal Skills: - Proficiency in computer vision
I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...
I'm in need of an in-depth market research report on the men's shirt market in India. The report should span the last 5 years and cover the market size, growth rate, and key players. ...overview of the major companies and brands within the market segment. -Gap and Opportunities Focus: - The research should encompass the entirety of India, providing a comprehensive view of the market at a national level. Skills and Experience: - Prior experience in market research, particularly in the fashion or apparel sector, would be highly beneficial. - A strong understanding of Indian market dynamics and consumer trends is key. - The ability to analyze and present complex data in a clear and concise manner is essential. Please include samples of your previous market research repor...
...individuals for health benefits or similar programs is highly desirable. -Excellent communication skills, both verbal and written, with the ability to engage prospects effectively. -Strong empathy and interpersonal skills to build rapport with prospects and earn their trust. -Self-motivated and results-oriented, with the ability to work independently and meet daily call quotas. -Proficiency in using CRM software or other tools for call tracking and data management. Benefits: -Daily and Weekly Bonuses based on production!!! -Competitive compensation based on performance and call volume. -Opportunity to make a meaningful impact by helping low-income individuals access essential healthcare services. -Potential for growth and advancement within the company based on performance. If...
I'm looking for a skilled developer to integrate a Keystrokes Dynamics system into our existing Biometric 2FA application. The main goal is to increase the security of our system. Key Requirements: - Integrate Keystrokes Dynamics with an existing Biometric 2FA application. - Ensure a seamless and user-friendly experience for our customers. - Prioritize security enhancements and compliance with industry regulations. Ideal Skills: - Proficiency in Biometric and 2FA technologies. - Experience with integrating Keystrokes Dynamics into existing systems. - Strong security and compliance background. - Prior work on user-friendly interfaces would be a plus. Please provide examples of similar projects you've worked on and how you would approach this task.
I require a skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email marketing automation - Track record in automating sales t...
I'm looking for a talented screenwriter who can craft an engaging and action-packed...alternate universe. This opens up creative opportunities to explore a different yet coherent world where these characters can interact and engage in battles of epic proportions. Ideal candidates would have: - Proven experience in screenplay writing, especially in the action/adventure and comic book genre. - Strong understanding of the Marvel and Transformers universe, including their character dynamics and lore. - Ability to balance comedic and serious tones effectively. - Flexibility and creativity to craft an engaging original version of Spider-Man. If you're up for the challenge of bringing these beloved characters together in an exciting and fresh narrative, this project could be a ...
...in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficiency in building custom applica...
I'm seeking a talented professional to help me grow my Telegram channel. Here are some key details: - **Goal**: My primary aim is to increase the subscriber count of my channel. You will be focusing on developing and executing strategies that directly contribute to this goal. - **Target Audience**: My channel c...combination of paid advertising and cross-promotion with similar channels to help attract more subscribers. - **Skills and Experience**: I'm looking for someone with a proven track record in growing Telegram channels, particularly those targeting niche audiences. Experience with adult content promotion would be a significant advantage. This is an exciting project for a professional who understands the dynamics of Telegram channels and can effectively engage uniq...
I'm curr...Responsibilities: - Implement a comprehensive brand awareness strategy for Instagram - Create engaging and relevant content for the target audience - Regularly monitor and analyze the performance of the campaigns - Provide recommendations based on the data for continuous optimization Skills and Experience: - Proven experience in social media marketing, specifically in Instagram - Strong understanding of the dynamics of the platform and its various features - Ability to create compelling and shareable content - Proficiency in data analysis and performance tracking - Familiarity with the target audience and the ability to tailor campaigns accordingly If you possess the above skills and have a successful track record in Instagram marketing, I would be interested in he...
I'm in search of a proficient WeChat user who can help me integrate into student groups on WeChat, particularly those comprising Chinese students studying abroad. I'm keen on engaging with student groups across the globe, with a particular focus on the United States, the United Kingdom, and Australia. Ideal Skills and Experience: - Proficiency in WeChat with a good understanding of its group dynamics - Experience in community management on WeChat or other social platforms - A network of student group connections, especially Chinese students studying abroad - Familiarity with the academic world, particularly topics around masters and PhD studies Key Requirements: - Inclusion in student groups across various countries, with a focus on the United States, the United Kingdo...
I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...
I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!
I am in need of a talented filmmaker to create a music film clip that captures energy and performance. The clip should focus on a tangible musical performance, rather than a narrative or abstract concept. The ideal candidate will have: - Experience in film clip creation, particularly in performance-based scenarios - A strong grasp of pacing, rhythm, and visual dynamics to convey energy - Innovative ideas on camera techniques to capture the best of performance This project does not require a storyline, instead focus on capturing the essence of the performance in an energetic and vibrant context. Your creative input will be valued. The successful bid will demonstrate an understanding of these requirements and showcase a portfolio or examples of similar work.
...custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it ...
...for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and cur...
