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Lead Management

The Lead Management module tracks potential customers and opportunities through the sales pipeline in PulseCRM.

Overview​

This module provides:

  • Lead tracking and management
  • Sales pipeline progression
  • Contact management
  • Activity tracking
  • Conversion analytics

Core Components​

Key Tables​

leads​

Primary table for lead information:

- id: Primary key
- fullName: Lead contact name
- email: Contact email
- phone: Contact phone
- company: Company name
- position: Job position
- leadStatus: Current status
- source: Lead source
- created_at: Creation timestamp
- updated_at: Last update timestamp

contactLeads​

Maps relationships between contacts and leads:

- lead_id: Reference to leads
- contact_id: Reference to contacts
- relationship_type: Type of relationship
- is_primary: Primary contact flag
- created_at: Creation timestamp

Features​

Lead Tracking​

  • Lead capture
  • Status management
  • Assignment tracking
  • Activity logging
  • Progress monitoring

Pipeline Management​

  • Stage progression
  • Conversion tracking
  • Pipeline analytics
  • Stage configuration
  • Workflow automation

Activity Management​

  • Communication logging
  • Task tracking
  • Meeting scheduling
  • Email integration
  • Document management

Analytics​

  • Conversion rates
  • Pipeline velocity
  • Source effectiveness
  • Agent performance
  • Revenue potential

API Endpoints​

Lead Management​

List Leads​

GET /api/leads

Query Parameters:

  • status: Filter by lead status
  • assignedTo: Filter by assigned agent
  • source: Filter by lead source

Create Lead​

POST /api/leads

Request body:

{
  "fullName": "string",
  "email": "string",
  "phone": "string",
  "company": "string",
  "position": "string",
  "leadStatus": "new",
  "source": "string"
}

Update Lead​

PUT /api/leads/{leadId}

Update lead information:

{
  "leadStatus": "string",
  "assignedTo": "string",
  "notes": "string",
  "nextAction": {
    "type": "string",
    "dueDate": "string"
  }
}

Activity Management​

Log Activity​

POST /api/leads/{leadId}/activities

Create activity record:

{
  "type": "call" | "email" | "meeting" | "note",
  "description": "string",
  "outcome": "string",
  "nextSteps": "string",
  "scheduledFollowUp": "string"
}

Lead Statuses​

New​

  • Initial contact
  • Basic information
  • Unqualified
  • Needs assessment

Engaged​

  • Active communication
  • Information gathering
  • Qualification process
  • Interest confirmation

Qualified​

  • Requirements defined
  • Budget confirmed
  • Timeline established
  • Decision maker identified

Proposal​

  • Solution presented
  • Pricing discussed
  • Terms negotiation
  • Decision pending

Won/Lost​

  • Final outcome
  • Conversion details
  • Loss reasons
  • Follow-up plans

UI Components​

LeadsTable​

Main lead management interface:

interface LeadsTableProps {
  searchTerm: string;
  statusFilter: string;
  selectedLeads: Set<string>;
  onLeadSelect: (id: string) => void;
  onSelectMultiple: (ids: string[]) => void;
}

LeadDetails​

Individual lead view:

interface LeadDetailsProps {
  lead: Lead;
  onUpdate: (data: Partial<Lead>) => void;
  onActivity: (activity: Activity) => void;
}

LeadForm​

Lead creation/editing:

interface LeadFormProps {
  initialData?: Partial<Lead>;
  onSubmit: (data: Lead) => void;
  disabled?: boolean;
}

Best Practices​

  1. Lead Management

    • Regular status updates
    • Prompt follow-up
    • Complete documentation
    • Activity tracking

  2. Pipeline Management

    • Clear stage definitions
    • Regular pipeline review
    • Progress monitoring
    • Conversion optimization

  3. Data Quality

    • Complete information
    • Regular updates
    • Accurate status
    • Contact verification

  4. Activity Tracking

    • Detailed logging
    • Timely updates
    • Clear outcomes
    • Follow-up tasks

Integration Points​

Contact Management​

  • Contact synchronization
  • Relationship tracking
  • Communication history
  • Contact updates

Application Processing​

  • Lead conversion
  • Application creation
  • Information transfer
  • Status tracking

Email System​

  • Communication tracking
  • Template usage
  • Email history
  • Notification management

Analytics & Reporting​

Pipeline Metrics​

  • Conversion rates
  • Stage duration
  • Drop-off points
  • Revenue potential

Performance Analytics​

  • Agent metrics
  • Source effectiveness
  • Activity levels
  • Success rates

Lead Quality​

  • Scoring system
  • Qualification criteria
  • Engagement levels
  • Conversion probability