Client Info
Last updated
Last updated
Upon user interaction with a specific client record within the data grid or through the activation of the 'Save & manage lead' button within the New Lead form UI component, the system dynamically redirects to the Client Info (edit) module, enabling data manipulation functionalities.
The edit page interface features an array of submenu components, facilitating user navigation and enabling data input for requisite fields. Concurrently, a dedicated UI tile is present which dynamically displays the age of the lead record in the system.
The following are the database tables with which interactions are performed within the "Contact Info" form:
Leads
lead_salespersons
LeadActivity
The Contact Information section comprises four distinct subsections. Each of these subsections contains fields that undergo standard data validations, including but not limited to email format validation and phone number format validation. Notably, among these fields, only the First Name field is mandated as a requisite for updating client information.
This UI component encapsulates attributes related to lead management, including fields for lead status, source identifiers, timeframe parameters, and additional metadata.
For your reference: Modification rights for the 'Created date' attribute are exclusively provisioned to the user role designated as 'Super Admin'. No other roles have the authorization to alter this data field.
The system grants the user the capability to include or remove multiple salespersons as assigned sales representatives. However, the system will auto-populate the creating user as a salesperson, and this assignment can be revoked by the user if desired.
The options available in the project type dropdown menu are dynamically sourced from the Project types that have been previously added and are stored within the Master data section under Miscellaneous.
The options displayed in the Lead Status dropdown menu are fetched directly from the 'lead_status_types' table in the system's database.
The selections available in the Lead Source dropdown menu are retrieved from the predefined lead source types listed within the master data repository.
Timeframe values are taken from config/enums.php>lead_timeframes.
The confidence bar undergoes a dynamic population based on the state (selected or deselected) of checkboxes within the Confidence panel UI component. This progression is mirrored in the Leads grid, providing users with a visual indicator of the client's current standing or status.
Additionally, the user has the capability to navigate to the associated form by initiating an interaction with the arrow icon situated adjacent to each checkbox field within the UI component.
