Encerrado

Assistance with Customizing CRM

I need someone to assist me with customizing CRM. We would be working remotely while I monitor your session (as i learn as well).

- Need to create a user role that I can restrict everything but adding new leads or annotating interactions/meetings etc.

- Create table that captures very specific DATA with certain fields.

- Remove most of the bells and whistles

- Show me as your doing it and answer any questions I have

Potentially leads to other projects

Habilidades: CRM, Dinâmica, Microsoft

Veja mais: dynamics crm 2011 editable data grid, data entry fields gmail, crm import xml data, general assistance data, insert data merge fields using java, customizing zoho crm real estate, scraping data search fields, customizing sugar crm, crm customizing quote report, crm quote customizing, customizing microsoft crm forms, vtiger crm customizing, crm customizing reports, cms change certain fields database, can create spreadsheet certain fields locked, virtual assistance data entry, customizing crm login page, crm customizing, assistance data, crm import export data

Acerca do Empregador:
( 4 comentários ) Waterbury, United States

ID do Projeto: #13827283

12 freelancers estão ofertando em média $22/hora para esse trabalho

auriclesoft09

Hi, We are quite confident that we can accomplish the project as per your [login to view URL] are CRM, ERP, POS, Custom Software solution providing company. We also deal with Portal, Blog, Social Media, e-commerce soluti Mais

$20 USD / hora
(7 Comentários)
5.2
leadconcept

Dear Sir, I have read Project Description & interested to discuss further, so please click on the chat button for further discussion about your project. Look forward to hearing from you & start further discussion Mais

$22 USD / hora
(1 Comentário)
4.6
krishdts

Hi, Thanks for sharing your project Scope. I have understood the basic Job Description and I am ready for a kick off meeting. We have done similar kind of project [login to view URL] are ready to show the previous wor Mais

$22 USD / hora
(1 Comentário)
5.4
thecrmsolutions

Dear Sir / Madam, This is Zahid Wakil Rao & I am Microsoft Dynamics CRM Certified Technical Consultant at The CRM Solutions. The CRM Solutions provides technology & business process consulting services to companies Mais

$22 USD / hora
(3 Comentários)
4.1
$22 USD / hora
(1 Comentário)
1.0
pushar71

Hi We are software company based in India and Spain. I am messaging from madrid/spain. We are keen to do this project for you. we have extended partner team who have good knowledge of MS DynamcCRM. Please connect wi Mais

$24 USD / hora
(0 Comentários)
0.0
asifchaudhry2015

Hi there, I am php developer.I am interested to build .Just start chat with me I will show my previous work [login to view URL]'s start chat with me thanks

$22 USD / hora
(0 Comentários)
0.0
leverage1

We are very good at CRM customisation. What CRM are you integrating? If you like , we can schedule a Skype or telephone call and get a better understanding of your project. That will make things easier. In the meant Mais

$27 USD / hora
(0 Comentários)
0.0
prashushinde9

I want to discuss this project with you further, let me know the best suitable time for you to schedule the meeting, Feel free to message me at any time, i used to be online 14 hrs in a day on this website so probably Mais

$25 USD / hora
(0 Comentários)
0.0
latatestTech

With Freelancer Preferred badge bound to give 100% Quality (Let's Chat) Hello, A great team is here for your service!! I read the project description properly, and I agreed to fulfill 100% of all your requiremen Mais

$22 USD / hora
(0 Comentários)
0.0
eclipsetechno

Hi, Since we have a strong understanding and experience in CRM so we are confident enough to exceed your satisfaction. We are a CMMi L3 company having global presence and working with a strong team of expert resour Mais

$24 USD / hora
(0 Comentários)
0.0
Colaninfotech

Hello there, This is shree from Colan, we noticed that you are looking for CRM expert to work along with you for the initial task which you listed Since you are going to assign the tasks through remote desk do yo Mais

$15 USD / hora
(0 Comentários)
0.0