I am looking to do an update on my website. Currently there is an extensive back end to the site which I use to manage by business operation. The site is written in PHP and uses a MySQL database to store information.
We are a real estate company and I would like to further utilize task management on the web site in order to ensure the users of the site perform all tasks necessary for each lead or new property that comes in. I want to add some more functionality to the site.
I will need a dashboard which will have the following components:
Dashboard will consist of tasks due today and tasks due this week. There must be four separate dashboards, one for buyers, one for renters, one for sellers and one for offers. These must be organized by date due. The tasks must be easily clickable and you must be able to complete a task simply by selecting a drop down menu. The must all be visible on the log in page to the back end of the site. If a user is not utilizing one of the dashboards, it should not be shown to the user.
I will need a task list generated when a user "takes" a lead. There are two types of leads a user can take. They can take a buyer lead or a renter lead. (The ability to take a lead already exists on the site)
The task list will be comprised of multiple contact attempts. After each attempt a result must be entered and a note must be entered as to what happened with the task. If after all contact tasks have been completed there is no result, the lead can be marked as done and no further tasks will be generated for the user on that lead.
Each contact attempt should have the dropdown results: “Contacted - Interested”, “Contacted - Not Interested”, “Did Not Contact”.
When a note is added, they must be added to the lead directly that can be viewed by the user at any time. (There is already a note system in the back end that a user can add notes to a lead and will display for the user)
When a lead is marked with any status, the next task will be generated, based on the task result.
I need a way for an agent to submit a property to the system that they have got a listing on. Currently, there is a way for me to input my own properties, but no task list is generated. I would like a general task list for properties to be input based on status of the listing when it is input. I also need a way for a user to submit a property and have this same task list generated for them.
There will be 6 different task lists available here depending on the type of property. The types of property will be: REO, Short Sale, Commercial Building, Commercial Lease, Rental, or Traditional Resale. These tasks list will only have a “complete” button next to them as each individual item must be completed. Once all the initial tasks are completed, there should be a “Send to Broker” button that will send the entire listing packet to the broker for his records via email (This will be 2 email address that will not change).
Any properties that are entered on the site must appear on the front end under “Submit an offer” so that all offers can be tracked in the system. These offers should also be seen on the admin screen. When a user adds a property, they should have the ability to see all offers that come in on that lead as well as edit the property and change the status of the property. The user should not be able to delete any offer or any property. The admin currently has the ability to do all of this.
A user needs to have a way to enter leads that will automatically be assigned to them. If a user inputs a lead, they will have the option to choose whether the lead is a buyer or renter. A task list should be generated based on their selection. Currently, leads are only submitted from the front end, but this then opens that lead to everyone in the system. If a user chooses to add a lead, they should be auto assigned that lead and task list.
I would like to be able to have agents submit offers to other agents through my website directly. Through this offer system, it will email all the attached docs of the offer directly to the agent of choice and will track the offer in the system. This will generate a task list as well for follow up for the offers. You will need to do two things here, have a DB of properties that are not on my website, and attach those offers directly to the agent who submits them to the outside agent, and generate a task list based on the status of the offer submitted.
I must be able to add, edit or remove a task very easily if necessary as well. This is important as my business grows certain things will change and I must be able to edit, add, or remove items easily.