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vTiger developer

There are certain modifications that we need on vTiger to help meet our company sales objectives.

i.e.

- modify leads workflow to allow multiple contacts to be added to a lead

- Apply certain restrictive conditions to a lead so that it cannot be converted to an opportunity without all/some conditions being met i.e. a proposal needs to have been created AND uploaded

- Dynamically create mandatory fields in an opportunity based on specific answers to questions in the lead creation i.e. when creating a lead the sales person needs to answer a question "Does the customer require an NDA (Non-disclosure agreement)?" if this is marked as "yes" during the lead phase the field for NDA must be shown in opportunity along with an upload option, if the field as marked "no" during the lead phase the NDA field must not show in opportunities. This must however be intelligent, at the opportunity phase it may become apparent that an NDA is required, therefore, it may be necessary to now add a field that was not available before.

- When creating an activity we can currently only add one contact to the activity, we need to be able to add multiple contacts to an opportunity i.e. a meeting may be held with more than 1 person, we have many conference calls and we need to add multiple contacts to this

- We need to make our sales guys lives as easy as possible, so we would like to add "quick create" functions for activities i.e. a quick button to add a call, meeting or email with basic information capture.

- The ability to add multiple contacts to an opportunity (from many organizations), often we have consultants working on our projects that are not linked directly to the customer, they are industry consultants that are involved in our projects at a number of customers.

Some of this development has already been attempted by a vtiger consultant but we have realised that his skill does not allow him to complete all requests.

Skills: vTiger

See more: proposal answers, nda non disclosure, it sales consultant, i need a sales consultant, developer vtiger, creating a proposal, agreement with consultant, vtiger development, vtiger developer, sales developer, sales consultants, call vtiger, vtiger multiple upload, sales lead creation, create workflow vtiger, nda proposal, modify field vtiger, sales person projects, fields marked mandatory, sales workflow vtiger, nda consultant, workflow developer, vtiger quick create, workflow vtiger email, vtiger email workflow

About the Employer:
( 0 reviews ) Johannesburg, South Africa

Project ID: #6918895

7 freelancers are bidding on average R11890 for this job

teamlbi

Hello - my team has very wide experience in vTiger development (core/plugins/theming) and we can start asap.

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phpdevindia

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ValueCoders

Hi there, Thanks for the sharing your requirement. We do lot of vtiger modification /customisation and use even use it internally for our CRM needs. Currently we are working for US client on vTIger CRM (Vtiger More

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greenworldsoft

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seekdeveloper

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sysbrains

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otssols

Greetings from OTS SOLUTIONS INC. We are very confident we can design your project with latest technologies to your utmost satisfaction. we are a CMMI level 3 and ISO 9001 microsoft certified outsourcing company with More

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5.6