Project title:
SuiteDash (Portal, CRM, Workflow, Proposals, etc) Implementation
Posted by:
External project from PeoplePerHour
Started:
12-Aug-2021 03:38 GMT
Description:
Expected duration: 3 - 4 weeks SuiteDash Implementation Project. My client needs someone to fully implement SuiteDash. They are a small company. They need help adding 3 to 5 vendors and customizing their portal pages, defining a few hundred vendor users(Sales People)(importing may be an option) defining user roles and role hierarchy, customizing proposal templates, defining a few workflows, among other general setup and deployment functions. A more detailed list of requirements will be provided. An ideal candidate would be someone with SuiteDash implementation experience. The next best would be someone with Vendor Portal & CRM Implementation experience. What is SuiteDash? https://suitedash.com/ Client Portal Software Advanced File Exchange CRM / Client Management Custom Client On-Boarding Appointment Scheduling Project Management Time Tracking & Billing Cloud-Based Proposals Estimates & Invoicing Contracts & eSigning Custom Embeddable Forms Email & Drip Marketing AUTOMATIONS: Creating & Assigning FLOWs Real-Time Team Chat
Project ID:
3197092
Project category:
Project budget:
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