I am looking for some quick help is some basic hand holding and minor customization of the basic sfdc screens.
I have a small insurance agency that I need to track new agents, their training miles stones, and their weekly insurance applications.
I do not want these agents to be users or sales reps with their own log in to sfdc.
As I hire them, I need to be able to quickly see their current licensing and training progress, then one they are selling, to be able to track a few details from each application they submit.
My agents are set up in a multi tiered system based on the commission level, so the ability to see their downline agents is crucial.
Please contact me for more details.
Thank you.