PRD

V2 Lead Management

V1 Lead Management

V3 Lead Management

Feature Enhancements

Attachment Preview:

Enable a preview for attachments directly in the lead details modal.

Supported file types for preview: PDF, images (JPEG, PNG), and text files.

Source Field Character Limit:

Implement a 50-character limit for the "Source" field during lead creation and updates.

If the text exceeds the character limit, truncate it with an ellipsis (…) and display the full text in a tooltip on hover in the Kanban board.

Webhooks for Lead Events:

Webhooks will be triggered for the following lead events:

Lead.Created: Triggered when a new lead is created.

Lead.Updated: Triggered when updates are made to an existing lead.

Lead.Deleted: Triggered when a lead is deleted.

Payload includes lead ID, status, source, assigned agent, and timestamps for the event.

Activity Log:

Record all lead updates (e.g., status changes, note additions, attachment uploads).

Fields in the log:

User: Name of the team member making the change.

Details: Specific changes (e.g., "Status changed from 'New' to 'Contacted'").

Import/Export:

Import: Users can bulk import leads via CSV, Excel, or other supported formats.

Mandatory fields: Name, Email.

Optional fields: Source, Lead Value, Phone Number, Company Name, Address.

Export: Export all lead data, filtered data, or specific fields to CSV or Excel.

Email Option:

Introduce a "Send Email" action directly from the Kanban board or lead details modal. (Figma)

On click, open an email compose modal within the app.

Fields: To, Subject, Body, Attachments

Notes Section:

Add a dedicated notes section for each lead.

Features:

Edit and delete options for notes.

Display the note creator and timestamp.

User Experience (UX) Updates

Multi-Row Covering Design:

Ensure the Kanban cards dynamically adjust height for content spanning multiple rows without breaking the layout.

Modal Adjustments:

Reduce excess spacing in the activity log and attachment preview modals.

Ensure consistent text size and alignment in all modal content.

Improved Hover States:

Add hover interactions for action icons in the Kanban board (e.g., call, email, edit).

Responsive Design:

Refine UI responsiveness for better usability across devices (desktop, tablet, and mobile).

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Acceptance Criteria

Attachment Preview:

Users can view attachment previews within the lead details modal.

Unsupported file types prompt a download option instead of a preview.

Source Field:

Enforce a 50-character limit for the "Source" field and truncate excess text with hover tooltips.

Webhooks:

Webhooks fire accurately for Lead.Created, Lead.Updated, and Lead.Deleted events, with payload data matching specifications.

Activity Log:

Changes to lead data (e.g., stage updates, notes) are recorded in the activity log and visible in the lead modal.

Import/Export:

Leads can be imported/exported seamlessly, maintaining data integrity and format.

Email Option:

Emails can be composed and sent within the app, with attachments and predefined templates.

UX Enhancements:

All modal designs adhere to updated UX specifications.

Hover states and multi-row designs function as intended.

FAQ:

⁠

@Ali Shaown⁠

vai,

To field ki disabled thakbe? or eikhane mail edit kora jabe?

no for now.

subject er kono character limit thakbe? Eita ki required hobe?

250 char limit, and mandatory for now. (Subjected to change)

“please add a subject for this email”

body er kono character limit thakbe? Eikhane ki normal text likthe dibo or editor thakbe?

10000 char character limit for now.

Editor.

attachment koyta add kora jabe? size limit ki hobe?

Lets test it out with 5 attachments 25 mb limit

Asignees can see only leads they are assigned to.

show the leads option for assignees.

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