We have Sugar CRM installed on a dedicated server... we need to configure it to have the same functionality and fields for sales man as in the pictures...
1. the layout does not have to be the same
2. the functionality and all the fields must match the pictures attached
3. no extra functions abilities for salesman... just one in the pictures
Basically we want to turn off alot of sugarcrm options and leave the ones that we need and customize them.
We will configure the email templates ourselves.
Please have samples or experience with sugarCRM...