Lead Management
SQL Server 2000


Project Scope

We’re in need of an application that will receive lead data from a data source, then post that data to a buyer assuming data has met certain qualifications.... Wait for a yes/no response from buyer and communicate that back to data source in real time, and report it all in a small database that includes two log-ins. 1 log-in will be accessed by data source to view data sold/unsold date, tier, price paid to data source, and minimal consumer information (email address). The other log-in will be an internal log-in that is slightly more robust, but still bare bones. There are separate price tiers that also have specific states that make them up. This needs to be built into the logic of the program. We will need a brief technical specification to be written up to provide to the data source to instruct them how to send us data. This can be lifted from the specification that we will provide to you from buyer, just adjusted slightly.

Reports

This log-in will report on all data collected, date, time, disposition, what tier, what price tier is paid to data source and what price tier is paid by buyer. Information will be exportable into excel and pdf.

Technical Requirements

Front End Used : ASP.NET 2.0
Back End Used : Microsoft SQL Server 2000.

Solution
Project Description:

This login screen allows the authorized users (Data Source, Admin, Method Direct) to view their data and reports. Data Source personnel posts data to Application. The Application receives this data and posts it to buyer. The buyer’s response posted to Data Source through Application. Data stored in a common database and accessed only by the authorized users. All Transaction reports are stored in Excel File. This screen accessed by Data Source to view the leads posted by them. Lead information includes lead date, sold/unsold details, and date, tier at which the lead got sold along with minimum consumer information. This screen shows the Lead information viewed by the Admin. This will report on all data collected, date, time, disposition, what tier, what price tier is paid to data source and what price tier is paid by buyer. At present we are dealing with single data source and Buyer. If required, system can be maximized.

Security Requirement

There are two types of users to use the system. One is admin and another one is Data source.





Lead Management System Screen Shots

Normal User View Screen shots
Admin User View Screen shots