Feature #3896
Updated by Yalavarthi Thriveni 3 months ago
Title: Capture new lead from website form As a potential Customer I want to submit my contact information and site details through an online form So that the solar company can contact me and provide a proposal for solar installation. Acceptence Criteria 1.The website must provide a “Request a Quote” / “Get Solar Assessment” form with fields: Name (Required) ,Email (required or phone required),Phone (required or email required),Address (street, city, state, zip), Roof type (dropdown: flat, pitched, unknown),Electricity bill estimate (optional),Message / notes (optional),Own house (Yes/No) 2.The form must validate inputs (email format, phone format, mandatory fields). 3.On submission:A new Lead record is created in the system. with Lead Status as "new" , Lead source as "website" , channel type as "website" & timestamp is recorded & action history should be record. recorded. 4.On request & response log will be saved in text file as log.js in the server 5.The 4.The system must notify a Sales Rep / Sales Manager/owner(admin) (via email or dashboard alert). 6.The 5.The Lead must receive an acknowledgement email/SMS (e.g., “Thanks, we’ll contact you soon”) as well as owner/managers based on their email /sms notification configuration . soon”). 7.If 6.If the lead already exists (duplicate email/phone), the system must prevent duplicates or merge with existing lead. 7.The form must be mobile-friendly and embedded on the solar company’s website/landing pages. 8.After saving lead into our system generate acknowledgement mail to the customer as well as owner/managers based on their email /sms notification configuration