Leads

Base URL: /admin/leads* · Permission modules: leads (Overview/Leads/Reminders/Followups/Log/Add/Edit/Delete/Assign/Convert) and lead_settings (Category/Source/Status master data)

Leads is a lightweight sales pipeline: capture a lead, assign it to someone, move it through stages, log reminders and followups against it, and convert it into a real customer once it closes. Every change to a lead is written to an activity log so you can see who did what. It follows the same layout as Staffing — one shared sub-menu at the top: Overview · Leads · Reminder · Followups · Log · Settings.

Overview

URL: /admin/leads-overview. A dashboard for the whole module:

Tiles: Total Leads, Total Category, Total Status, Total Sources, Total Reminder, Total Followups.
Lead By Month — a donut chart of leads created over the last 6 calendar months.
Recent Leads — the 3 newest leads, each linking straight to its detail page.
Reminder — the 5 most recent reminders across all leads.
Followups — the 3 most recent followups across all leads.

Leads list

URL: /admin/leads.

Filterable by search (company / contact / email / mobile), Category, Source, Stage, and Priority.
Each row shows Company/Contact, Category, Source, Location, Priority, and an inline Stage dropdown — changing it saves immediately (replaced with a read-only "Converted" badge once the lead is Converted).
Row actions: View, Edit, Add Reminder, Add Followup, Convert To Customer (hidden once already Converted), and Delete.

Module-wide Reminder / Followups / Log

Three list pages, each showing activity across every lead (not just one) — useful for a manager scanning what's outstanding without opening leads one at a time. Every row includes the customer's name and contact details plus a View Lead link, and each has its own search filter.

Page	URL	Columns
Reminder	`/admin/leads-reminders`	Customer, Mobile, Email, Message, Reminder Time, Created By
Followups	`/admin/leads-followups`	Customer, Mobile, Email, Customer Response, Created By, Date
Log	`/admin/leads-logs`	Lead, Action, Details, Performed By, Date

Add / Edit Lead

URL: /admin/leads/add and /admin/leads/{id}/edit. One flat form:

Field	Notes
Category	From Leads Settings → Lead Category.
Source	From Leads Settings → Lead Source.
Status	The pipeline stage, from Leads Settings → Lead Status. On the Add form, "Converted" isn't offered — a lead only becomes Converted through the Convert action below. The Edit form does allow setting it directly.
Priority	High / Medium / Moderate / Low.
Location	A dropdown sourced from Office Location — the same master-data list used by Staffing's Job Location field. Stores the location's name directly.
Company Name, Contact Person Name, Contact Person Designation	Free text.
Email, Mobile, Alt Mobile	Free text contact details.
Additional Details	Free-text notes.

Either Company Name or Contact Person Name is required — everything else is optional. A newly created lead is auto-assigned to whoever created it (see Assign below).

Lead Detail

Opening a lead shows an identity card — name and contact details — with action buttons (Back to List, Assign, Edit, Add Reminder, Add Followup, Convert Customer). Only Convert Customer is hidden once the lead is already Converted — the rest stay available.

Below that sits its own four-tab sub-menu (the same pattern as an employee's detail page in Staffing), scoped to that one lead, with four status badges lined up on the right of the same row:

Added (muted) — the date the lead was created.
Stage (brand) — the current pipeline stage.
Priority (danger) — shown only when a priority is set.
Assigned (success) — the employee currently responsible for this lead, or "Unassigned".
Created by (warning) — who originally created the lead.

The four tabs:

Overview — every captured field laid out in a 4-column grid: Category/Source/Status/Priority, Location/Company Name/Contact Person Name/Designation, Email/Mobile/Alt Mobile/Sales Person, and Additional Details.
Reminder — full reminder history for this lead: Client Remark, Reminder Time, Status.
Followup — full followup history for this lead: Client Remark, Notes, Date.
Log — the lead's own activity trail: Action, Details, Performed By, Date.

Assign

Opens a dialog with a dropdown of active employees (from Staffing) and reassigns the lead to whoever is picked. The lead's Assigned badge updates immediately, and an "Assigned to …" entry is written to the lead's Log.

Add Reminder

Subject (required) and an optional Reminder Time — a simple to-do note against the lead, not a scheduled notification.

Add Followup

Client Remark (required) plus optional Notes — a log entry for what the customer said or what happened on a call/visit.

Convert To Customer

Opens a small form pre-filled from the lead (Company Name, Contact Person Name, Email, Mobile). Submitting it goes through the same "Add Customer" action used everywhere else in the app, so any logic that applies to customer creation (wallet setup, etc.) applies to conversions too:

Creates a real customer record (visible under Customers) with those details.
Marks the lead's Stage and Status as Converted — it then shows as a read-only "Converted" badge everywhere instead of an editable Stage dropdown, and the Convert Customer button disappears (Assign, Edit, Add Reminder and Add Followup remain available).
Writes a "Converted to customer" entry to the lead's Log.

Activity Log

Every mutation on a lead — create, update, delete, stage change, reminder added, followup added, assignment, conversion — is recorded with who did it and when. You can review it two ways:

Per lead, on its Log tab.
Across every lead at once, via the module-wide Log page (/admin/leads-logs), which also links back to each lead.

Leads Settings

URL: /admin/leads-settings. Three independent master-data lists, each with its own Add/Edit dialog and Delete:

Section	Used for	Default seed
Lead Category	The Category field on every lead.	Retail, Wholesale, Corporate, Individual
Lead Source	The Source field on every lead.	Website, Referral, Cold Call, Social Media, Walk-in
Lead Status	The pipeline Stage values (list & inline dropdown, Add/Edit forms).	New, Contacted, Qualified, Converted

The "Converted" status is special: the Leads list's inline dropdown and the Add Lead form both leave it out on purpose — the only way a lead reaches Converted is through the Convert To Customer action, so it always corresponds to an actual customer record.

Getting Started

Admin Panel

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