Pipeline Status Quick Filters (KPI Bar)
As a Sales Representative,
I want to see clickable summary cards showing the count of leads in various stages (Total Leads, New Stage Created, New Lead, Contacted, Follow Up, Quotation To Be Sent) at the top of my dashboard,
So that I can quickly gauge my daily workload and filter the list to focus on leads requiring immediate attention.
- The dashboard displays distinct cards representing different lead stages.
- Each card displays a numeric count corresponding to the number of leads in that category.
- The currently selected card is visually distinct (e.g., highlighted in a darker blue) from the others.
Comprehensive Lead List View
As a Sales Representative,
I want to view my leads in a structured data table containing relevant contact and status information,
So that I can assess the context of each lead at a glance without having to open individual profiles.
- The data table includes the following columns: Checkbox (for bulk actions), Name, Company, Phone, Next Action Date, Pending At Dept, Tags, Inspection Status, Source, Stage, and Priority.
- The "Name" field is hyperlinked, allowing navigation to a detailed lead profile.
- "Source" is displayed as easily readable, color-coded badges (e.g., IndiaMart, Facebook Ads, Reference).
Inline Status and Priority Updating
As a Sales Representative,
I want to update a lead's "Stage" and "Priority" directly from the list view using dropdown menus,
So that I can efficiently manage my pipeline and update records rapidly without navigating away from the dashboard.
- The "Stage" column features interactive dropdown pills reflecting current status (e.g., new stage, Follow Up, Contacted, New Lead).
- The "Priority" column features a dropdown menu with predefined levels (e.g., High, Medium, Low).
- Changing a value in these dropdowns immediately updates the record.
Search and Filtering
As a Sales Representative,
I want to use a search bar and advanced filtering options above the lead list,
So that I can quickly find a specific lead by name/company or narrow down the list based on specific criteria.
- A search input field is available with placeholder text ("Search leads...").
- A filter icon is positioned next to the search bar to access advanced filtering parameters.
Quick Action Toolbar
As a Sales Representative,
I want to access a toolbar with quick actions (such as add, settings, export, or link) at the top right of the data table,
So that I can perform administrative tasks or add new prospects efficiently.
- A prominent primary "+" button is available, presumably to "Add New Lead".
- Secondary action icons (document export, link, settings/workflow, folder add) are visible and clickable next to the primary add button.
2. Mandatory Client Information (Validation)
- The system must require the following fields to be filled before saving the lead (marked with *):
- Client Name
- Client Email Address
- Client Phone Number (must accept a 10-digit mobile number)
- State
- City
- Pincode
3. Optional Client Demographics & Details
- I can provide additional context by filling in optional fields, including: Priority (Star rating), Client Company, Client Job Title, GSTIN, Client Website, and Client Address.
4. Location & Tracking Tracking
- I must be able to log a "Client Geo Location" by clicking the "Add Location" button.
- The system must require me to select a Lead Source from a dropdown. I should also have the ability to add a new lead source by clicking the + icon next to the dropdown.
5. Follow-Up & Action Scheduling
- The system must require me to select a Next Action from a dropdown to ensure the lead doesn't stall.
- I can specify the prospect's "Preferred Communication Method."
- I can designate specific "From Time" and "To Time" windows using time-pickers for when the prospect prefers to be contacted.
6. Product/Service Interest
- I can add specific products or services the prospect is interested in using an itemized table containing columns for: Item Name (dropdown), Description, and Qty.
7. Additional Context & Attachments
- I can add detailed, formatted notes using a rich text "Description" editor (supporting bold, italics, underline, highlighting, lists, and links).
- I can upload relevant files (like RFQs, business cards, or specs) via a drag-and-drop zone or by clicking to browse.
Create a Fresh Lead
As a Sales Representative or User,
I want to capture and save detailed information for a new prospect using a comprehensive lead creation form,
So that I can accurately document their needs, track their progress in the sales pipeline, and schedule appropriate follow-up actions.
1. Existing vs. New Contact Management
- The system must allow me to select an "Existing Contact" from a searchable dropdown. Selecting an existing contact should auto-populate their known details.
- If it is a new contact, I can leave the dropdown blank and manually enter their information.
2. Mandatory Client Information (Validation)
- The system must require the following fields to be filled before saving the lead (marked with ):
- Client Name
- Client Email Address
- Client Phone Number (must accept a 10-digit mobile number)
- State
- City
- Pincode
3. Optional Client Demographics & Details
- I can provide additional context by filling in optional fields, including: Priority (Star rating), Client Company, Client Job Title, GSTIN, Client Website, and Client Address.
4. Location & Tracking Tracking
- I must be able to log a "Client Geo Location" by clicking the "Add Location" button.
- The system must require me to select a Lead Source from a dropdown. I should also have the ability to add a new lead source by clicking the + icon next to the dropdown.
5. Follow-Up & Action Scheduling
- The system must require me to select a Next Action from a dropdown to ensure the lead doesn't stall.
- I can specify the prospect's "Preferred Communication Method."
- I can designate specific "From Time" and "To Time" windows using time-pickers for when the prospect prefers to be contacted.
6. Product/Service Interest
- I can add specific products or services the prospect is interested in using an itemized table containing columns for: Item Name (dropdown), Description, and Qty.
7. Additional Context & Attachments
- I can add detailed, formatted notes using a rich text "Description" editor (supporting bold, italics, underline, highlighting, lists, and links).
- I can upload relevant files (like RFQs, business cards, or specs) via a drag-and-drop zone or by clicking to browse.
- Constraint: Uploads must be restricted to PDF, JPG, or PNG formats with a maximum file size of 5MB.
8. Pipeline Stage Assignment
- I must be able to assign the lead to a specific pipeline stage before saving by clicking on one of the stage cards (e.g., New Lead, Contacted, Follow Up).
- I can create a custom stage on the fly by clicking the "Create New Stage" card.
9. Form Submission
- Clicking "Save Lead" must validate that all mandatory fields are complete. If successful, the new lead is created and added to the dashboard. If incomplete, the system highlights the missing required fields.
- Clicking "Cancel" must discard all entered information and return me to the previous screen without saving.