Lead Tracking (PHP / JAVA / MySQL)
You previously worked on the project below. I need an additional feature added.
Right now we have it set up so that there are a bunch of Twilio numbers that can be configured to forward to different phone numbers / SIP end points.
I would like a "toggle switch" available to "admin level users" that overrides the call handling set for each number and forwards all of them to a different number. The purpose is so that we can switch all of the numbers over to an answering service from time to time. I would like the toggle switch to be called "Ruby" and when it is "On" it overrides the default call handling. When it is "off" it follows the default call handling.
It would be nice to also be able to set up a default schedule for Ruby being on or off based on the day of the week and time of the day. This default setting would need to be subject to override by the toggle switch in the interface.
Is this something that you can help with?
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I'm looking for someone to help start a basic CRM tool for our business. I imagine that we'll add to it as we progress and learn what does / does not work.
Our incoming leads / potential clients reach us primarily by making a phone call. All of the phone calls come in through Twilio numbers. There are multiple phone numbers to allow for tracking from various websites.
I envision a webpage where my receptionists can see a list of all in progress and recently completed twilio calls. See Call List Resource (https://www.twilio.com/docs/api/rest/call). From this page, they could click on a link/button to convert one of these calls to a "New Lead"
Each "New Lead" would be saved in a database with the following fields: LeadID, First Name, Last Name, Address, City, State, Zip, Phone Number, E-mail, County, Charge Description, Incoming Number, Date, Time, Status (1 - New call, 2- Consult Scheduled, 3- Pending Decision 4- Closed), Staff Assigned.
In the New Lead entry form, Phone Number and Incoming Number should be populated from Twilio (Phone Number from Caller ID and Incoming Number should be the Twilio Number that was called by the Lead). Date / Time should also be populated.
There should be a "Lead Notes" table that allows comments to be entered about each lead. For example, each time a staff member makes contact with a lead, that contact would be noted and when a New Lead is viewed, all of the notes should be listed.
There should be a page where all of the leads can be viewed and filtered by status. There should be a page where the details for each lead can be viewed along with the notes.
There should be an authentication scheme that allows each user to log in separately and the actions taken by a user should be logged / assigned to that user.