Biz-Admin
$250-750 USD
Pago na entrega
- 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.
ID do Projeto: #552941