admin & prospect

Completed Posted Sep 29, 2010 Paid on delivery
Completed Paid on delivery

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

.NET ASP

Project ID: #809523

About the project

3 proposals Remote project Active Sep 29, 2010

Awarded to:

RWDev

Please see PM for further details.

$875 USD in 7 days
(61 Reviews)
7.7

3 freelancers are bidding on average $1096 for this job

shmai

have a glance at Pm. Regards,

$912 USD in 8 days
(180 Reviews)
7.0