1. PHP/MySQL stack setup / Hostgator setup
2. Database Build / User/Affiliate table to facilitate login
3. Login Page / Design to match site and branding. Ensure smooth professional, user experience. Summarize and slice data as needed to show lead status in system..
4. Web to Lead Modifications / Update Salesforce Web to lead form to ensure that referred by field matches affiliates in the system.
[url removed, login to view] Lead Data conversion / Ensure that pre-existing leads are correctly formatted to work with the portal.
6. Lead Status Summary Apex Service / Web service to serve up summary data from salesforce.
7 . Lead Status Dashboard Page / Design to match site and branding. Ensure smooth professional, user experience. Summarize and slice data as needed to show lead status in system.
8. Graphing Solution Integration / Google Charts or similar graphing library.
What we are looking to do, is create an affiliates tab on out site aurelianlending.com. With that, we would like them all to have their own accounts that they can log in with their own login credentials. or you can sign up to become an affiliate. Now with that said we would like to be able to post pdf's, Powerpoint presentations, tools and other training material. With A back office control so we can quickly add material to all at once or one at a time Along with that we would like their account to be linked automatically to [url removed, login to view] with limited accessability. This will allow affiliates and remote Brokers to see where their clients are in our system without them needing to call us directly.
As far as the affiliate account go we want or need all this to be created keeping with the current aesthetics of the site. We are gearing up to bring in a high volume of clients and we would like to automate as much of the process as possible. Along with keeping the look of the site the same inside the affiliate tab and also taking the best of post affiliate pro and emulating it on our site if possible. Thanks for reading and happy bidding
10 freelancers are bidding on average $1755 for this job
i have 8+ years of experience. Can we discuss the project. Please initiate a chat with me so that we can discuss the project at a broader level I can do all the point u need in description