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I need a Web based platform that enables telesales users to book appointments into multiple Google calendars for field sales reps. The user sees a filtered view of what’s already in the calendars in order for us to protect our data.
The app filters data depending on what login the user has used. We need logins for different organisations telesales teams. We would have one login per organisation but multiple users within the organisations thus the login needs to allow for concurrent logins.
The app will enable the user to view and modify Google calendars either via an API or an embedded calendar. Currently we have 6 sales people. The user will need to be able to either – switch between calendars, view calendars side by side (like outlook) – view calendars on top of each other (like Google).
The user needs to clearly see – the times and locations of scheduled appointments whilst viewing the calendar from the monthly perspective.
The user needs to be able enter an appointment and input the following data:
Date + time, type of demo, name of firm, address, contact name, contact details, any notes.
All users can create appointments.
The data that the user can then see is:
1) All data for all appointments that have been created by someone using the same login. When responding back to my job advert please use the following words at the start of your response: robin hood.
2) If the login does not match they will only be able to see the time and location for all other appointments.
User will need to modify the calendars in the following ways:
1) Move it to another sales persons calendar
2) Change the date and time
3) Cancel the appointment
Modifying the appointment will need to then free up the slot on the web app and then sync with Google.
Users can only modify appointments that have been created by their team.
The calendar needs to synch in real time with the sales persons Google calendar. (IDEALLY two way – but not essential)
The application will need to allow for the following access rights:
Telesales user – can only see the appts belonging to the telesales organisation login.
Sales person – can see all appts in a diary but only of one specified diary.
Admin – can see all appts all diaries
The system will need a basic reporting tool that will allow an admin user to run a report that will detail all appointments created, amended and cancelled by date range pulling the team, firm name and details of the appointments. The administrator will then be responsible for adding the appointments to the CRM.