====== Lead Dashboard ====== > Lead Dashboard application, designed to assist sales teams in managing and tracking potential customer leads ==== Lead Status ==== * **Objective**: Monitor and update the current status * **Features**: * Display the current engagement status of each "hot" lead (new/contacted/negotiating) * Selector status to change progress * Quick overview (Pre-Filtered - HotPoint) * Visualization progress through the sale * Alert about Update (New mail) * Write note for every taked poke ==== Poke History ==== * **Objective**: Record and review historical interactions * **Features**: * Track all interactions * Provide a chronological history for each lead, with internal note ==== Sales Stage ==== * **Objective**: Manage and track the progress * **Features**: * Define and monitor sales process (initial contact/proposal/negotiation/closed) * Update the stage * Setup a reminder for "hotpoint" * Reminder automatised when negotiation or proposal more than 15 day ==== Email Tracker ==== * **Objective**: Manage and track email communications with leads * **Features**: * Copy and store all email * Filter them by email adress * If the email match with registred company add to them * Create alert on lead * History of all email interactions * Provide quick access to previous email (selector + find function)