Feat/leads #34

2026-07-23T13:11:32Z

Mayur7887 commented

2026-07-23 13:11:32 +00:00

leads and verification module

Mayur7887 added 3 commits 2026-07-23 13:11:32 +00:00

Add Leads pipeline and Lead Verification workspace pages 102b66dfca

Leads: card board with status stats, search + status tabs, a rich
lead-detail popup (contact, property, job, insurance, assignment,
storm banner) and a New Lead intake form (Quick / Full Form) with
multi-phone/email rows, site-photo dropzone and urgency picker.

Lead Verification: clickable stat tiles, status/source/assignee
filters, a full verification table, a detail popup with an activity
timeline, and a per-row actions menu (verify / reassign / pending…).

Both wired into the dashboard view switcher and styled with the
existing orange brand + glass-card system (dark & light themes).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

feat(leads): source-driven fields + full-form wizard faade49b13

- Add Lead source dropdown options (Door Knock, Referral, Storm Chase,
  Mailer/Postcard, Sign Call, Insurance Agent Referral, Repeat Customer,
  Social Media, Other)
- Quick form: Referral shows a referral-note textarea; Door Knock shows a
  canvasser search (by name or email) with picker + chip
- Full form is now a Next/Back wizard ending in Create Lead
- Reps gain email for canvasser search

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

document for leads backend req 704ea853e6

Mayur7887 added 1 commit 2026-07-23 13:24:50 +00:00

Merge origin/goutamnextflow into feat/leads e10ffc25a1

Resolve conflicts in dashboard.tsx and dashboard.css:
- Keep goutamnextflow's SDK inbox/messenger, settings, notifications,
  realtime provider and smart gallery (the old messenger/inbox files
  were deleted on that branch)
- Graft the feat/leads additions (Leads, Verify views + their CSS) on top

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

Mayur7887 merged commit f380c7d465 into goutamnextflow

2026-07-23 13:31:47 +00:00

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Reference: Goutam/lynkeduppro-crm#34