We want a customizable system wherein our client's leads can be captured and inputted by call centers. Our brokers and centers would have stat access but not be able to see the full lead details but only the name and lead status. But us and our clients would see all details. Admin rights would be restricted to us of course. And we'd be able to create custom forms. The leads would be exportable to excel and automatic emailing of the daily stat report could be set up.
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