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CRM setup in OpenERP

$250-750 USD

Cancelled
Posted about 14 years ago

$250-750 USD

Paid on delivery
IMPORTANT: Only apply if you have experience with OpenERP, if this is not clearly articulated in your proposal it will be rejected immediately! step 0 initial setup categories: client, prospect, associate and products: Newsletter, Client Memo, Survey, Birthday card the lists need to be able to be modified items to be added/removed 1 add a contact categorize it the contacts have the following details to be filled out Title First name Surname Company name Dealer Group (eg AMP Address 1 Address 2 City/town State Postcode Phone Mobile Fax Web address Category (this field depends on the TYPE): - for Client: A,B,C,D - for Prospect: 25%, 50 % 75% - for Associate: (to be defined) eg.: IT provider, News writer the above categories have to be able to be edited, elements added/removed for each the system should offer the appropriate category based on the type selected when started the entry of the contact in case of a prospect need to be able to identify what products they are interested in (they can be interested in more than one - eg. tickboxes or a list to fill with the predefined categories ) 2 Contact record For each client, prospect, associate we need to record Notes for each phone call & meetings If possible emails sent and received Dates for follow up actions – if possible the follow ups are placed into our personal calendars. 3 Reports The type of reports we need to view include List of clients by product. List of clients by rating List of prospects by rating List of prospects by product interest
Project ID: 600645

About the project

7 proposals
Remote project
Active 14 yrs ago

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7 freelancers are bidding on average $692 USD for this job
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Please see PM.
$596 USD in 20 days
5.0 (3 reviews)
3.4
3.4
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Hello Please see PM for details Thanks
$750 USD in 30 days
0.0 (0 reviews)
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can help you. tnx.
$750 USD in 10 days
0.0 (2 reviews)
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Pls see the PMB
$650 USD in 15 days
0.0 (1 review)
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We have a more then 3.5 years experience in OPENERP work so its surety you will get satisfied work.
$600 USD in 15 days
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About the client

Flag of AUSTRALIA
Sydney, Australia
5.0
3
Payment method verified
Member since May 10, 2009

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