System enhancement on Go High Level - Project Manager
Good afternoon, I need to improve CRM GoHighLevel (Pros Buddy).
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This is a test assignment
🟩 [CRM] Logic for eliminating duplicate leads
Goal
Ensure that repeat visitors are automatically changed to the status new lead, and their previous history is preserved.
Expected result
When a lead interacts again (through form or direct message), the system matches it by phone number, updates the status to new lead, and merges it with its previous history.
Match incoming leads by phone number
Determine if the lead is in “lost” status or inactive
Automatically change to new lead upon re-interaction
Save and attach previous CRM history to the new record
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Looking for a Project Manager who is well-versed with Go High Level and can effectively
- Conduct (pre)configuration of CRM
- Assign integration tasks to automation engineers
- Monitor the process
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When submitting an application, include PB in the message body
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12 days555 USD
2623 26 0 1 12 days555 USDHello
Implementation/Setup/Support/Training for GHL and others.
Write in private messages, we will discuss your tasks in more detail
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2 days300 USD
981 3 0 2 days300 USDHi!
PB
I am 8 years experienced full stack developer and have rich experience in CRM and CMS.
I’m confident I can manage both the configuration and task coordination with automation engineers, ensuring clean lead management for your CRM.
I can create the suitable workflow with trigger and condition.
I wanna know more about your project.
Let's discuss further information.
Thanks for making time for me.
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30 days700 USD
311 30 days700 USDHello! We are from SolidWay and ready to assist you with the refinement of the CRM Go High Level. We have experience in setting up and optimizing CRM systems, including integration with various tools, which will effectively solve your task.
Our team has deep knowledge in project management and working with similar systems. We can organize the process to ensure automation, task execution control, and quality management of integrations for your engineers.
After discussing the details, we will be able to determine the time and budget for the project. We look forward to your response!
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