Upicrm jobs
...plugin or a plugin tweak to UpiCRM so that we can: -assign lead from a contact form to multiple users as an own independent lead (so that they can see only leads what’s assigned to them in their backend) I can explain what we are trying to accomplish: We provide a service where visitor can order multiple agents to do a valuation. When the order happens we need to confirm the lead and send it to 5 agents (that the system has selected by "city" variable from a number of agents) with a push of a button. Then all the agents needs to confirm the lead thru link or in customer frontend. After that the agent who wins the contract needs the ability to add their commission value and status to the lead in question in UpiCRM (or similar). image attached to clarify. ...
...Wordpress Solution as a basic architecture. Below the modules selected to meet the constraints of our website. 1) Woocommerce for the trade part, sales & option. 2) UpiCrm for client and user interface management: 3) GravityForm + Gravity PDF for questionnaire design and document generation Definitive. Our need revolves around the aforementioned elements in order to synchronize and link the different stages in a coherent way. A user must be able to access the site through Wordpress, answer a questionnaire designed with GravityForm in order to generate a document retrieving the information entered with GravityPDF. UpiCRM will be the interface allowing to group the accesses and will allow the management of the different interfaces. He will have to repeat the steps a...
I am using the UpiCRM plugin I am using the plugin on the site I currently have 137 leads in the system Under the setting "Lead management" I can see all the leads. It is possible to view 10, 25 50 or 100 leads in one view. However, once you refresh the page, it goes back to the default view of 10 leads. What do I want: a. I want to be able to set the default view to a number I choose, without it going back to 10 every refresh b. I want to be able to change the desired default view number easily. See screenshot Freelancer should submit an amended plugin as a zip file that I will install. Plugin should be submitted within 24 hours of
...Contact list of names and their titles at the company H. Assigned user (drop down menu includes user and manager(s)) so that record can be reassigned by user back to manager. I. Log entries section (table join) J. Admin should have ability to add custom DB fields K. Status field with following values: 1. New 2. Active 3. Discard For your reference: We've been using the free UpiCRM plugin, but it has limitations we don't like. These limitations include: 1. Inability to auto-dial phone number 2. Painfully slow interface 3. Two step save (instead of one step) 4. Save, edit, and delete buttons in lead table are tiny and hard to see/use 5. Company name isn't clickable to visit individual record page 6. Individual record page offers no notes...
