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Tracker *Bug Feature Support
Subject *
Description Edit Role: Sales Executive / Sales Manager As a Sales Executive or Sales Manager, I want to record when and how I contacted a lead, So that I can track communication history, plan follow-ups, and update the lead’s status in the sales pipeline. Acceptance Criteria Sales Executive/Manager should be able to open a lead record. System should provide an option “Mark as Contacted”. While marking as contacted, user can enter: Date & time of contact (auto-filled with current timestamp, editable if needed). Contact method (Phone, Email, SMS, In-person, Other). Notes from the conversation (free text). Next follow-up date (optional). Lead status should update from New → Contacted. Contact history should be stored under the lead’s timeline (who contacted, when, what notes). Automatic reminders/notifications should be generated if a next follow-up date is set. Owner should be able to view all contacts made by Sales Manager.
Status New
Priority *Low Normal High Immediate
Assignee Chandra SekharDivya InapakurthiKalyan RavulaKarthik PalakondaPavan Kumar MuralaRavindra AtthotaSai JarugulaSai MahanandaSai Priyatham SadineniSreenivas PisupatiSubhani Shaikvinay palakondaYalavarthi Thriveni
Target version Sprint 1 Sprint2 (11/24/2025 - 12/05/2025)
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