Project Detail

Description

- Expansion of My Leads area to preserve search functionality and results
- Expansion of automation process to support checking of new phone-verified flag prior to processing
- Expansion of automation process to support new CDyne Phone Verification system
- Removal of prior pattern-matching telephone pre-filtering from automation
- Removal of telephone pattern-matching admin tool
- Addition of a manual telephone-verification tool for leads that are not confirmed as auto-verified by CDyne
- Addition of admin report for lead manager activity
- Expand agent delivery issues report to check explicitly for agents who have daily delivery set to zero instead of having holds set
- Expand sign-up sequence to force a non-zero setting for daily and monthly delivery caps in all applicable areas
- Expand call-backs element to include all search features from My leads
- Expand subcategory and similar tools to have select-all / select-none buttons for prevent-single-distribution
- Check and verify that all notes added within the lead management system are company-specific and not shared