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Feature #3899

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User Story – Create Lead from System

Added by Yalavarthi Thriveni 3 months ago.

Status:
New
Priority:
Normal
Assignee:
-
Target version:
-
Start date:
09/12/2025
Due date:
% Done:

0%

Estimated time:

Description

Role: Sales Representative
As a Sales Representative,
I want to create a new lead manually within the system,
So that I can capture customer details and begin tracking the sales process.

Acceptance Criteria
1.The system should provide a “Create Lead” form inside the Leads module.
2.The form must include mandatory fields: Customer Name, Contact Information (Phone, Email),Address/Location, Power Consumption (monthly/annual usage) , Lead Source (e.g., Walk-in, Referral, Website, Campaign)
3.The form should allow optional fields:Notes / Additional Comments
4.On submission:A unique Lead ID is generated automatically.
Lead status = New by default.
The system records Created By (Sales Rep) and timestamp.
5.The lead should immediately appear in the Leads List.
6.The system should trigger an automatic notification/reminder setup for follow-up.
7.Validation errors should be shown if mandatory fields are missing.


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