Project Detail

Description

- Enable the selection of multiple new lead subcategory types within the Extranet, based on prior selection of main lead types
- Enable the moving of leads in bulk from an agent's account either to another account, or back to the general available pool within the lead manager
- Update default settings for new accounts such that the initial delivery cap for each lead option type is -1
- Add report to admin to provide information on category based error criteria (holds on all weekdays, no child categories if applicable, no categories at all, or daily/monthly criteria set to zeroes)
- Adjust the automated sequence so that discounted lead types, which have been admin reviewed, will automatically bypass all pre-filter checks
- Add option to exclude certain categories of lead from the overstock system
- Add option to exclude certain discount lead types from the overstock system
- Change applicable systems such that the selection of a parent category initially selects all child categories
- Update imported agents without usernames to set their user ID up as their lead distribution email address
- Update the system to exclude any Overstock system purchases from an agent's daily automated-delivery count
- Update the system so that the automation recognizes credited leads within the daily cycle, and does not include them in its count for the type-based delivery cap