Changes made to our CRM using Symfony based CMS
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Our website is www.coveraustralia.com.au . Our CMS is called Apostrophe Now, it is based on Symfony 1.4. We require a few changes to be made to our CMS as well as a change to our homepage. Our CMS receives quotes that are requested via our website. Currently we have 5 columns by which the quotes in our CMS can be sorted. They are: First name, Surname, Phone number, Status and Owner. We want to add a few more sorting columns. The first one to be added is 'Date', this is simply the date the quote was requested. The second one is the 'Lowest Premium', this is dollar amount of the cheapest premium that is offered to the customer when they create the quote. The final sorting column needs to be the 'Source' of the quote, this refers to whether the user accessed our website directly, through adwords, through our banner display campaign or through organic search.
We would also like to be able to export all of the quotes on our CRM into a .CSV excel file.