Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Jump to bottom

Lead Status #10

Open
drewroberts opened this issue Mar 18, 2021 · 2 comments
Open

Lead Status #10

drewroberts opened this issue Mar 18, 2021 · 2 comments
Assignees
@gurgentil

Comments

@drewroberts
Copy link
Member

drewroberts commented Mar 18, 2021 •
edited
Loading

Leads (#5) will implement the tipoff/status package and define a set of Statuses (TIPOFF/statuses#20) that will be used to mark the progress of the Leads. Lead Statuses will be listed in a comment below.

All Statuses assigned to the Lead will be saved using Status Records (TIPOFF/statuses#27) so we have a timestamped history of when each Status was assigned to the Lead. For an example of how this is implemented in another package, view the code at:

https://github.com/tipoff/checkout
@drewroberts
Copy link
Member Author

Marked by System:

  • New
  • Partial
  • Received
  • Validated
  • Processing

Happy Path:

  • Sold

Buckets for list of excuses:

  • Inactive
  • Closed (Already Customer)
  • Closed (Bad Info)
  • Closed (Too Small)
  • Closed (Lost to Competitor)
  • Closed (Didn't Want Payroll with WC)

@drewroberts
Copy link
Member Author

Another example:

drewroberts added a commit that referenced this issue Mar 21, 2021
@drewroberts
Merge pull request #16 from roberts/feature/lead-statuses
9bf839f 
Lead Status #10
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Assignees

@gurgentil gurgentil

Labels
None yet
Projects
None yet
Milestone
No milestone
Development

No branches or pull requests
2 participants
@gurgentil @drewroberts