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Delta Media Group Blog


Tuesday, January 13, 2009

Programming Updates to the Lead Import System

We have updated our lead system with the following features:

-redesigned interface

- Ability to attach an agent to the contact via the "DMGAgentID" column on the new downloadable template file

- Ability to attach customer comments to the contact via the "Comments" column on the new downloadable template file

- Added a "confirmation" page. When the user uploads a csv file they are then taken to a screen that shows what data was retrieved (before it would just insert into the database without confirmation from the user). Also, if there are any conflicts such as email addresses that already exist the system and empty email addresses, the user has the option of dropping the entry or adding an email address, or even adding without an email address. After they have confirmed the data is correct they can then click on "Add Contacts to database".

- Added the ability to add customer notes on the agent side of the Lead System under Processed Leads and Contacts. If you click on "View" next to a contact you will see a textarea box where notes/comments can be added on the customer
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