We are looking for someone who is extremely familiar with [login to view URL]
Looking for someone to create a custom "Opportunity" Form and "Case" Form that will create both a Card file & Opportunity or Case at the same time.
The idea is to create a series of forms that will have pre-defined milestones and other criteria within set forms.
For Example:
A unique form for "Opportunity via Phone"
A unique form for "Opportunity via Email"
A unique form for "Opportunity via Personal Contact"
We want to add buttons to access these forms either to the Dashboard of CapsuleCRM OR on an external webhost.
We are looking at approx 15 forms that will be almost identical but with pre-defined data in some fields, as mentioned above.