Goldmine SQL customization for call center

We are implementing Goldmine 6.7 SQL in a call center environment. We might call a lead up to 10 times before setting up an appointment and I want to make things for the users as easy as possible and as automated as possible for closing calls and scheduling follow up calls. You have total flexibility in deciding how to organize things and what to use (API, Marcos, Automated Processes). In your bid, please explain briefly what you would use to accomplish what we need. Please see the attached document for a brief description of the process we use. Bidding is open to fair suggestion. ## Deliverables 1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done. 2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables): a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment. b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request. 3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement). ## Platform MS SQL Goldmine 6.5-6.7