We have setup a website that will allow our Call Center to enter information based upon the script and fields requested that will then post the data into Salesforce.com. The website has been built and the following fields have been inserted:
o First Name, Last Name, Phone #, Loan Type, Purchase Price (PURCHASE ONLY)
o Down Payment (PURCHASE ONLY), Property Value (REFINANCE ONLY), Property Balance (REFINANCE ONLY), Property State, Property Address, Property City, Property Zip Code, Lender Selector, Lender Picklist (NEEDS TO BE CHANGED), Loan Officer Name (NEEDS TO BE CHANGED)
Problem/Opportunity Statement:
The problem to be solved by this project.
The problem Having Loan Officer Names and Emails pop-up related to the State selected
The impact of which is Call Center must select State, then Lender, then Loan Officer
A successful solution would Ability to select State, Lender then Loan Officer in pop-up menus
We need to have the following completed:
o Add the ability for the Call Center Rep to select the STATE
o Add the ability for the Call Center Rep to then select the Lender, based upon licensing
o Add the ability for the Call Center Rep to select the Loan Officer
Hello,
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I look forward to your reply.
Thanks.
Kind Regards,
Rajesh Soni
Hello Dear,
many many greeting of the day!
we have gone through your project description and Ready to start right way!
We assure to you that will deliver to you a quality work with satisfaction.
So kindly open the PMB for detail discussion.
With Thanks & Regards,
Raj & Anil