I have 5 websites that generate leads for insurance agents. These sites either email the lead to an email address or they have a my sql database the leads go into.
I need these leads to go into one central lead management system for us to assign to our agents. This can be done by parsing the email account or by talking to the database's at each site, what ever is easier.
Users =
executive (see's ALL, does All)
Manager= (see's the agents assigned to them and their own leads, has the ability to assign/reassign leads to their agents in their down line)
Agents= Can see their own leads that have been assigned, can enter their own leads that will be assigned to them.
We need to be able to track the results form each call
set a call back
set a result
see call backs
set meetings/tasks
The usual sales/lead system
a prepackaged system is ok. It does NOT need to be fancy. Just something that works