• hep2djive
  • 0 Points
  • Member since 2008

  • Chatter
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
  • 0
 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.

Message Edited by hep2djive on 01-01-2008 07:12 AM