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Lead Management

Tracks sales opportunities from first contact through won/lost. Leads are the core sales entity, flowing through configurable pipeline stages with value, probability, and priority tracking.

Specs​

  • openspec/specs/lead-management/spec.md

Features​

Lead CRUD (MVP)​

Full create, read, update, and delete for lead records. Leads represent sales opportunities linked to clients and contacts.

  • Lead list view with search, sort, and filter
  • Lead detail view with info grid, pipeline progress visualization, and linked client/contact display
  • Fields: title, description, value, probability, source, priority, expectedCloseDate, category, stage
  • Client and contact linking with navigation
  • Pipeline stage progress indicator showing completed/current/future stages

Lead Value and Probability (MVP)​

Financial tracking for sales forecasting. Lead values are displayed in EUR format, and probability percentages indicate likelihood of closing.

Lead Source Tracking (MVP)​

Records how the lead was acquired (e.g., website, referral, phone, campaign) for marketing attribution and analysis.

Lead Priority (MVP)​

Four-level priority system (low, normal, high, urgent) with visual indicators: urgent shows in error color, high in warning color.

Lead Assignment (MVP)​

Leads can be assigned to users for workload distribution and accountability. Assigned leads appear in the user's My Work view.

Lead Lifecycle via Pipeline Stages (MVP)​

Leads progress through pipeline stages (e.g., New → Contacted → Qualified → Proposal → Negotiation → Won/Lost). The detail view shows a visual progress tracker with completed, current, and future stage indicators.

Error Handling (MVP)​

  • Structured error objects with HTTP status distinction (404, 403, 422, 500)
  • Server-side validation error (422) parsing with field-level feedback
  • Error toasts on save/delete failures with form data preservation
  • Orphaned reference placeholders for deleted clients/contacts

Planned (V1)​

  • Stale lead detection (no activity for X days)
  • Aging indicator (days in current stage)
  • Lead import/export CSV
  • Stage probability mapping (auto-populates from pipeline stage)

Planned (Enterprise)​

  • Lead scoring/rating
  • Automated lead assignment rules
  • Win/loss reason tracking