Feature #3900
Updated by Yalavarthi Thriveni 3 months ago
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 Sales Manager should be able to view all contacts made by Sales Manager. Executives.