I run a commercial company that is tied to a large residential company.
I need to track the leads from residential to our commercial company.
1) Would like to be able to sort by which branch the lead came from (we have 18)
2) which agent, we have 2000 (can access from outlook).
3) Attach referral forms in pdf form
4) be able to do a list of active leads for my agent team (I have 12 agents)
5) Track the prospect
5) Track if they are active
6) If they have closed, and dollar amount
7) Dont know if its possible to send a automated thank you for the referral to our residential gent
11 freelancers are bidding on average $194 for this job
[url removed, login to view] I have gone through your project requirements. I will develop everything in Microsoft Access. Please see PMB for details Thanks for your time Regards Prashant