- Wed May 30, 2012 9:30 am
#22745
Hello, I'm new to the forum, and looking for some advise. I'm enjoying PM, and have spent numerous hour learning some of the great things it has to offer. I have found that it fills a very important void in our small business, as we juggle many leads at once, We're using PM on a very minimal level, basic task hand off's, with very little use of I/E documents. The part I need advise with is, we are a small three person operation. We have a sale person, the owner of the company and myself who handles production and orders. I was hoping to have PM set up so the owner could see where every lead was at a glance so he could track things, While sales and I used PM to juggle day to day operations. I need my sales guy to be able to log into process maker from his laptop from over the internet, Ive read the wiki and am lead to believe my only option is setting up a VPS? Is this true? or is there a simpler way to make the connection, Remote desktop,VPN..ect. Ive stepped into the world of linux and VPS's but signing up for the service, and have to say it looks interesting but ultimately I'm starting from scratch and don't have the time to figure it all out? So I will most like pay someone to set it up and get the crash course that way. However, as I have attempted to learn, I'm seeing that is may require more then just setting it up once and letting it run, so before proceeding forward are there simpler ways of using PM over the internet/remotely? and to be clear, The owner and I would always be accessing PM from the local network at the office and only the sales guy would need access remotely. Any advise would be appreciated..Thanks in advance Steve