In Progress

Biz-Admin

- Expand the agent clone system to include all information from the sourced agent, except lead and state filter information (eg, all data from the first two tabs).

- Provide quick switching ability, within the admin, between multiple accounts that are grouped under the same company.

- Replace the Lead Marketing report Monthly tab with a Date Range specified tab.

- Permit exclusion of null/zero data within the Lead Marketing report.

- Update Revenue-by-State report to make Mortgage the default.

- Replace the Revenue by State report Monthly tab with a Date Range specified tab.

- Replace the Revenue by Website report Monthly tab with a Date Range specified tab

- Exclude dead accounts from the agent availability report

- Add the last activity (lead delivery) date to the agent availability report

- Add agent-lead quota report column to the agent availability report, indicating their daily/monthly fulfillment level

- Create an additional availability-by-state report, custom-built for Mortgage type leads, which permits more precise specification of the data criteria that are to be reported against.

Skills: .NET, AJAX, Java

See more: biz admin, delivery agent, admin system company, accounts agent, agent leads, quota, permits, null, mortgage leads, data admin, fulfillment system, java mortgage, java date range, custom built data, sourced, system specification net, lead activity, delivery date, net monthly report, monthly mortgage, grouped, create admin, permit, daily revenue, clone biz

About the Employer:
( 86 reviews ) Las Vegas, United States

Project ID: #552941

Awarded to:

RWDev

See PM for further details.

$650 USD in 5 days
(61 Reviews)
7.7