admin & prospect
$750-1500 USD
Dibayar saat pengiriman
Display reg time for pending customers
- Automatically assign processed customers to Heidi's prospect account
- Correct password-save issue under prospect account management in Admin
- Add "converting salesperson" element to Admin agent-account view for selection/display of prospect account conversion
- Set this value at the time of account creation through Prospect
- Update admin systems to permit setting of a "supervisor" salesperson within Prospect
- Expand Prospect system so that a supervisor account, as implied through the above selection, has access to limited-scope versions of the tools available to actual Prospect administrators, permitting them to have limited management without the use of the actual administrator functions
- Create Agent Funding report for individual salespersons within the Prospect system
- Create Billing Report for supervised salespersons within the Prospect system (for supervisors only)
- Create overview report for all salespersons within the Admin only
- Add reverse-mortgage subcategory type and 62y/o fields as required to Mortgage leads (based on correct data being submitted for filtering)
- Change Admin systems so that, wherever applicable, only SuperUser account may download CSV files
ID Proyek: #809523