Sales Process

1. Customer information entered and saved.
2. Proposal/Contract completed and saved.
2. Contract emailed tocustomer.
3. Customer can accept the contract on-line.
4. Office immediately notified of each acceptance.
5. Saleman notified via email and can see it in the system.


Sales Assists

1. Store customer and contract information safely and securly.
2. Update and display recontact dates for yellow and red alerts


Staff Process

1. SDT Staff can monitor all salesman entries, updates, and contracts.
2. SDT Staff, if authorized, can review and change contracts.
3. SDT Staff, if authorized, can transfer customers to different salesmen.


 Technology

1. Secure Webserver stores all customers and contracts at the office.
2. System written in industry standard, open source (free) PHP and MySQL