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Sugarcrm Install+customization

May 21st, 2009 Comments off

1. Install current version sugarCRM OS on our site already php/mysql set up with Godaddy

2. Then install these plugins.
Process Manager for SugarOS or ProcessMaker Plug in
Intelestream Google Map Plug-in
OpenSales for sugarcrm
Manage your Objectives – JUMP
Power Prospecting
Accounts Network
Contact Grabber
SalesAlert for Sugar

3. convert current web forms (5) into sugarcrm forms with lead fields to match (review forms at FloridaQuote.net) Insurance related forms

4. Convert API instructions to import into sugarcrm from 2 outside lead generator sites: NetQuote and QuoteWizard

Expertise in sugarcrm (not just PHP)required,

Thank you for your attention.

Bear