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> We want to load the CRM via email. When the manager emails the form the agent, he will CC the CRM as well.
> The crm will take the lead information, enter it into the CRM and assign the lead to the agent who was the other recipient of the email.
> The CRM will have ADMIN, Manager, and Agent profiles.
> Agents can see their leads only, managers and admin, can see all the leads. Only manager and admins can add leads to the CRM via email or Manually.
> The leads should have place for notes and status updates by the agents with time stamps for every entry.
> The CRM will need to be searchable and provide reports including the ability to export via excel for any given time period.
Needs custimizable despozitions.