Help us create Standardized Client and Company pages.
Hi I need someone to do the following for us...
- Copy our "Leads" page and label it "Clients" + add a few custom fields to it
- Create a standard "Company or Vendor" page with all the standard information a "Vendor" would have. Nothing product specific at all. Very simple
- Make our "Leads" page have the capability to convert to "Agents"
- Make our "Agents" page the same as our "Leads" page (the same data)
Also, we need ongoing support from you at a flat rate per time, month, etc. Whatever works out best for you and us.
Thanks,
Jordan