I gang

CRM (Website Template Modification)

PLEASE REVIEW PRIOR TO BIDDING.

- NO Counter offers

- Only bid if you can do the project.

- Do not make a bid and then try to Negotiate.

Notice to Indian Professionals: Please do not send or bid unless you have read my guidelines.

I will only pay in Milestones:

1. I will pay 30% when 30% the work is done

2. 30% when 70% is done

3. I will pay rest when full work is done.

Please do not bid if you can not work with milestones.

I have already been scammed by "eyrieteck" who has sled me to pay him out of freelancer, which i lost money. This year i have ost 700USD to Indian companies. Their are few good people out there, which are looking for long time work - not just grab the money and run. I still have faith.

I need this site installed at two places. (The Template is $20 USD)

Moditfy: [url removed, login to view]

1. Domian One (1)

2. Domian Two (2) ( all notes I am typing for Domain One will also apply to Domain Two (2)– but those are very minor details, can be adjusted)

3. I want this site to self-propelled where Administrator role is Limited.

(login: option to login with facebook, linkedin)

Purpose of the Site:

My goal is to have three (3) layer access to the site.

1. Client (s) Also they must have the option choose between Client or Intermediary (when singing up)

2. Firm Employee

3. Administrator

Client/ Intermediary: log in and create a profile. So they can submit Transactions (Client must not be able to see profiles of other clients unless invited) LB Client Services can only see the client profiles they are connected to.

LOG IN PAGE

Changes:

1. Place Company Logo top of (User Name/Password)

2. Login +Register + Evaluate

3. (copyright) Link to [url removed, login to view] (website)

CLIENT/INTERMEDIARY PAGE

After you Login as Client/ Intermediary:

I want them too see (boxes)

They should be able to invite clients/associates to the transaction. (by email)

Box A: Transaction (see notes)

1. Add a Transaction

2. Current Transaction

3. In Progress

Box B: Workspace (see notes)

1. Contacts / Companies (where they can maintain there contacts)

2. Knowledgebase (where they can ad and maintain their own documents) and also we can add Compliance documents / eBooks / audiobooks etc.

3. Maybe Add Calendar

4. +New Ticket

Box C: Contact

Make it editable (so they can edit and add)

NOTES Box A: Transaction

They can add a Transaction like this [url removed, login to view] create a account at pipelinedeals.co. See the layout of the deals.

(Please create an account at [url removed, login to view])

CLIENT SERVICES

They can only see transaction, which are assigned to them or added by client or admin.

ADMIN

Admin should be able to see all transaction and clients/ client services and assign transaction. Delete account.

- 1. Admin should see the Clients and Change clients into LB Client Services Account.

SIDE NOTES:

1. Site has a Paypay API – I want to link to charity donation.

2.

Please feel free add any suggestion as you are experience in this field.

Færdigheder: Grafisk Design, Java, MySQL, PHP, Skabeloner

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Projekt-ID: #6014022

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