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SUGARCRM- customization for collections

ATTACHED YOU WIL FIND A BETTER DETAIL OF PROJECT.

Customize modules, add fields, create reports to deliver a CRM for collections:

1. Import lists of debtors

2. Record activities such as calls, send emails, promises of payments etc

3. Create roles such as : Client [who sends as lists of debtors], Agent Manager, Agent and System Admin.'

4. Create Invoices for clients based on CONTACTABILITY rate, money recovered, and fixed expenses

5. Using above mentioned report but changing some fields, Agent can see how much money recovered.

6. Customize CRM in general, for example add company logo, inboxes to send /receive emails for Agents, eliminate unnecessarily fields from screen.

Færdigheder: SugarCRM

Se mere: logo general company, customize company logo, create logo crm, collections etc, create logo money, crm customization, collections, expenses report, money send emails, sugarcrm system, agents emails, crm invoices, crm project report, sugarcrm modules invoices, create invoices sugarcrm, agent screen customization, import company logo, import activities crm, logo import company, sugarcrm expenses, sugarcrm add modules, sugarcrm crm, sugarcrm admin, sugarcrm add record, record company logo

Om arbejdsgiveren:
( 77 bedømmelser ) Heredia, Costa Rica

Projekt-ID: #6005425