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5688 Lead Sytem

Lead Management System Functionality List Main Admin - Secured Login - View New Leads to the system, assign them as either Dallas or Fort Worth - All Office Admin functionality Office Admin - Secured Login - Assign New Leads to an agent in their group - Create, delete agent accounts - View assigned lead list (searchable by agent name and lead name) - System able to locate Dupicate leads By email/phone Number - View lead detail (status and notes) - Reassign a lead - View lead archive - Add New Lead (using contact us page as form) Agent Section - Secured Login - View Lead List - view lead detail - Change lead status (see list below) and add notes (date, note text) - Email link to contact client - Archive a lead when completed - Add New Lead System - Admin notified by email of a new lead in the unassigned queue - Agent notified by email of a new lead in their queue - Alerts main admin if an agent hasn't logged in in 2 days (checks every 6 hours) Status List: Hot lead, Cold Lead, Lease to purchase, Renters, Contract, Pending, Closing, Closed Questions and Suggestions 1) The contact us form has a ton of checkboxes, which are harder to deal with. I can reduce the price if for the admin and agent sections I offer a text box instead. Your thoughts? 2) I am also looking for a drip email system built in to the system. 3) It has to be able to take leads From our forms and automaticly enter them in to the system. We have a few website, we can make the works all the same if it is easier.

Kỹ năng: Bất kì công việc gì, CMS, Nhiệt hạch lạnh, Java, Javascript, Joomla

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Về Bên Thuê:
( 1 nhận xét )

Mã Dự Án: #1756557

Đã trao cho:

$800 USD trong 20 ngày
(0 Đánh Giá)
0.0