Configuring Sugar CRM so that all quotation request information is logged into the sugar crm database.
Contact information (all information collected from the quotation request forms) will be used to create a new lead.
Leads will be generated from all quotation request forms priority will be Personal Health, Travel, Disability, Critical illness, Life, and Long Term Care. I also have a hidden form for Group Benefits. I would like this added as well.
The personal health quotation should be available and attached to the lead in the form of an attached file or generate a new quotation based on the saved information.
Each lead needs to be a member of the groups. Groups are defined as the type of quote requested. Leads can be members of more than one group if they request more than on type of quotation.
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