Salesmate CRM Deal Module Enhancement
Budget: $10 – $30 USD
As the project leader, I am seeking a CRM specialist to update our Salesmate Deal module to interlink with vital information from our Contact and Company modules.
Key Tasks:
- Program the Deal module to automatically pull the contact name from our existing Contact Module.
- Incorporate the Company Name from the Company Module into the Deal module.
Skills and Experience Required:
- Detailed understanding of Salesmate CRM system
- Advanced capabilities in CRM programming
- Strong coding skills to facilitate smooth integration of modules
The output expectations are:
- The name from the Contact module should be embedded within the existing 'Owner' section of the Deal module.
- The name from the Company module should be inserted into the 'Relative' section of the Deal module.
Seamless and efficient integration of these elements will contribute to enhanced project management within our CRM system. This fundamental update is vital for our business operations. Therefore, the chosen freelancer should possess a strong track record with similar jobs and efficient problem-solving abilities.
Key Tasks:
- Program the Deal module to automatically pull the contact name from our existing Contact Module.
- Incorporate the Company Name from the Company Module into the Deal module.
Skills and Experience Required:
- Detailed understanding of Salesmate CRM system
- Advanced capabilities in CRM programming
- Strong coding skills to facilitate smooth integration of modules
The output expectations are:
- The name from the Contact module should be embedded within the existing 'Owner' section of the Deal module.
- The name from the Company module should be inserted into the 'Relative' section of the Deal module.
Seamless and efficient integration of these elements will contribute to enhanced project management within our CRM system. This fundamental update is vital for our business operations. Therefore, the chosen freelancer should possess a strong track record with similar jobs and efficient problem-solving abilities.