Customer Leads Management

Overview

The Customer Leads page manages incoming relocation inquiries from potential customers. Each lead captures the customer’s contact information, current location, desired destination, and relocation timeline. Leads are routed to appropriate brokers based on county coverage.

Key Features

Lead Listing Table

Each lead displays:

• Contact: Name and email address with avatar placeholder
• Relocation: Origin city → Destination county/state
• Source: How the lead came in (web, referral, etc.)
• Status Badge: Visual indicator of lead state
• Date: When the lead was created
• Actions: Overflow menu for additional options

Status Workflow

Leads progress through defined statuses:

• new - Fresh lead, not yet reviewed
• contacted - Initial outreach made
• qualified - Confirmed as legitimate relocation prospect
• assigned - Handed off to broker/agent
• closed - Relocation completed or lead declined

Filter by Status

Dropdown filter to view leads by status:

• “All Statuses” shows complete lead list
• Filter by specific status to focus on actionable items

Lead Detail View

Clicking a lead opens the edit page with:

• Full contact information
• Relocation details (origin, destination county)
• Timeline and preferences
• Assigned broker/agent
• Append-only notes system

Append-Only Notes System

Critical feature for audit trails:

• Notes cannot be edited or deleted after creation
• Each note records: author name, email, timestamp
• Maintains complete history of lead interactions
• Ensures accountability and compliance

Lead Sources

Broker Routing

Leads are matched to brokers based on:

1. Destination county from the lead
2. Broker’s enrolled county coverage
3. Active subscription status

Edit Lead View

The lead edit screen provides full lead management capabilities:

Contact Information

• Name: Customer’s full name (read-only for data integrity)
• Email: Contact email address (read-only)
• Phone: Editable phone number
• Status: Dropdown to update lead status (new → contacted → qualified → assigned → closed)

Relocation Details

• Moving From: Origin city and state
• Moving To: Destination county being researched
• Message: Original inquiry text from customer

Notes Section

The append-only notes system maintains a complete audit trail:

• Add new notes with author attribution
• View history of all previous interactions
• Notes timestamped automatically
• Cannot edit or delete existing notes (audit compliance)

Sidebar Information

• Lead status badge with visual indicator
• Quick stats on lead age
• Record metadata (Created/Updated dates)

Testing Results

• ✅ All 8 leads display correctly in table
• ✅ Status filter dropdown functions properly
• ✅ Relocation origin → destination shows clearly
• ✅ Date formatting displays correctly
• ✅ Lead detail pages load with full information
• ✅ Notes system preserves append-only integrity
• ✅ Click-through navigation works correctly
• ✅ Status updates save correctly
• ✅ Notes append without allowing edits