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SugarCRM or [url removed, login to view] Lead Assignment and Distribution System

We need to customize a CRM system like [url removed, login to view] or SugarCRM to have features to facilitate lead distribution to a large number of partners (several hundred) who will buy leads from us. We will need to take leads off the web and then distribute them to these partners and bill and collect for the lead assignment. We will need Manual Match or Auto Match Territory , Lead Category/ Type, Partner Limit Per Day, Limit Month categories they accept Leads, Days they accept leads, times).

Partners will need to be able to login and see a list of leads assigned to them and they should be able to accept or reject them. The Users who submitted their information should be able to login and see which companies their information was sent.

We will bill each partner for each lead they receive

Making them standard Users in Salesforce will NOT work since the lead assignment rules will be complex and dynamic based on lead settings for each of several Lead Types and based on the settings of these Partners and the Leads themselves. This will involve custom programming of a separate module

Tell us how you would approach this

Kemahiran: AJAX, ASP, PHP, Ruby on Rails, Reka Bentuk Laman Web

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Tentang Majikan:
( 40 ulasan ) Moraga, United States

ID Projek: #332551