I have attached a power point presentation of what I'm looking for.
I am looking for a great contact management system.
The design, layout, and speed of the site is very important.
There is going to be 10,000+ contacts in the system.
Automatic email responder site sends out emails this needs to be customizable
Abality to emails selected contacts attachements
Graphs for tracking information
Admin accounts that creates agent accounts
Admin account is master account and tracks all information
Upload and explort leads into system.
Customizable Fields, drops down fields, calendear pop ups while entering fields.
Quick editable contacts
The leads will need to be the focus of the site they need to be easly read from the lead section, I need to be able to quickly move a lead and setup a follow date time, or move them to not contacted or requote, leads will be marked as either Follow up, haven't contacted, requote, or sold. When marking a lead it moves it to one of the three sections. Leads marked in follow up can have an option to be marked as hot if this is the case there will need to be a picture of a lame next to the lead.
The contact manager will have to have a quick way to edit each lead and keep track of leads that have been contacted.
Seperate Sold lead section for client section.
I will not award project to anyone who does not postive feedback within the last 3 months.