Lead Management Module (Lift Industry)
Create Categorized Leads (Lift, Raw Material, AMC)
- UI Elements: The "Create New Lead" form must have radio buttons for Lead Category (Lead, Raw Material, AMC) at the top.
- Mandatory Fields: Client Name, Client Phone Number, State, City, and Pincode must be marked with a red asterisk (*) and validated upon submission.
- Geo-Location: The form should include an "Add Location" button to capture the Client's Geo Location.
- Architect Details: Form must contain optional fields to capture Architect Name and Architect Mobile Number for B2B/Construction references.
Capture Lift Technical Specifications
- Technical Fields: The form must include specific input fields for: Type of Lift, Type of Doors, Shaft Width/Depth (mm), Cabin Inside Width/Depth (mm), No. of Basements, Ground Floor, No. of Floors, and Door Openings.
- Material Specs: Must include dropdowns for 'Type of Sheets' and a table to add specific 'Item Names', 'Description', and 'Qty'.
- Validation: Technical dimension fields should only accept valid numeric inputs where applicable.
Lead Assignment & Employee Notification
- Assignment Dropdowns: The Action Section must have dropdowns for "Assigned To Department" (e.g., Sales, Customer Service) and "Assigned To Employee".
- Notification Trigger: Upon saving the assignment, the system must automatically trigger an email and a push notification to the assigned employee (e.g., "New lead created... Assigned To: [Employee Name]").
- Audit Trail: The assignment action must be logged in the 'Activity History' section with a timestamp.
Follow-up Scheduling & Activity Tracking
- Action Scheduling: The Action Section must allow the user to select a 'Next Action Date' (with calendar picker) and a 'Next Action' type (e.g., Asked to call back).
- Countdown: System should display the 'Days left' for the next action based on the current date.
- Activity History Log: Every update (Next action changed, Call status updated, Visit In) must be sequentially recorded in the "Activity History" panel on the right side, showing the user's name and time.
- Rich Text Notes: User must be able to add detailed interaction notes using a rich text editor and upload file attachments (PDF, JPG, PNG).
Convert Lead to Quotation
- Status Update: The Lead detail view must have clear actionable buttons to mark the lead as 'Won' or 'Lost'.
- Quotation Generation: A 'New Quotation' button must be available in the action panel.
- Data Carryover: Clicking 'New Quotation' must redirect the user to the General Quotation module and auto-populate the previously captured Client info and Lift Technical Specifications to avoid redundant data entry.