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Hourly - Intermediate ($$) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
In our business, there are project Owners and there are Contractors (Projects, Owners, and Contractors are custom Objects). Owners and Contractors exists in as Accounts. Within a Project, we create a new Owner record (and Contractor records) and attach an Account to this record via a Master-Detail relationship. ... We would like to automatically perform this highlighting within a report in 3. Summarize Column Data in Reports – In these same reports, we would like to summarize the count of values/conditions in certain columns at the bottom of the report (see attached)
Fixed-Price - Entry Level ($) - Est. Budget: $100 - Posted
Hi there, PLEASE NOTE: I have Professional Edition Salesforce. Looking for someone to help me create a dashboard with the following information: Leads created this week/month/quarter Appointments set this week/month/quarter (based on stage change) Opportunities created this week/month/quarter Proof of Loss submitted this week/month/quarter (based on stage change) Closed Won opps this week/month/quarter Opps over 90 days old Opps where no stage change in 10 days Opps over 547 days old Hoping to complete by Sunday. Thank you! Lauren
Fixed-Price - Intermediate ($$) - Est. Budget: $1,200 - Posted
We have recently acquire licenses for Salesforce and need to do the initial setup based on some particular requirements that we have. Below a quick explanation of the requirements and what we would like to accomplish. SALESFORCE – GENERAL - Be able to configure independent departments, users will be able to only see their department and not other ones. Admin can of course consolidate everything. Each entity should be private, they will be able to manage Leads, config profile and be able to define who see whos within their organization or department. SalesForce – Lead Management - Be able to create a lead - Be able to assign leads to a Loan officer or user profile. - Be able to track each lead or send notification to users based on lead age or any particular setting. SalesForce – Mortgage System Connection – Encompass – Using or not using an App such as Jungo - Connect Salesforce to Encompass through an App if needed - Define what we want to show to who. - Actors: Public user, Borrower, Realtor, Loan Officer - Each actor is will be able to see/do specific things, but will start with the basics. SalesForce – Ticketing system - Tickets will be assigned to different departments IT, Sales, HR, Etc. - Create/modify/delete tickets by anybody - Manage tickets by City Lending - Reply/Respond tickets or add comments - Comments shared will trigger email notifications. - Email thread should be part of the ticket for audit purposes. - Manager view – Be able to sort by, order, etc
Skills: Salesforce App Development
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
Looking for an experienced IT professional to implement Salesforce for 10 users as well as conduct a data migration of contacts from ACT! software to Salesforce. Expecting this professional to be extremely knowledgeable with not only Salesforce, but CRM implementation and data migration. Need the following specifically: 1. Getting the base CRM system up and running 2. Cleaning/deduplicating the legacy data (from existing ACT! software database) 3. Importing the data and building the proper relationships (e.g. positions first, then users, accounts, contacts, opportunities,..) (from existing ACT! software database) 4. Dealing with customizations / integrations 5. User training
Skills: SaaS SuiteCRM Software Configuration Management
Hourly - Entry Level ($) - Est. Time: More than 6 months, 30+ hrs/week - Posted
The outside sales team will forward projects and leads to this person who will review the lead and enter into 2. This person will be responsible for coordinating the due dates for proposals and bid documents. 3. ... Experience reading construction documents. 11. Experience with Please let us know if you have any questions.
Skills: Administrative Support Adobe PDF Email Handling