Project

General

Profile

Edit Copy Actions

Feature #3900

open

User Story – Contact Lead from System

Added by Yalavarthi Thriveni 3 months ago. Updated 3 months ago.

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

0%

Estimated time:

Description

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.


Add

Subtasks


Add

Related issues

Edit Copy Actions

Also available in: Atom PDF