Objective:
Add a dedicated CRM Board window to the dashboard where users can efficiently manage leads, track deal progress, and organize leads across different sales pipeline stages.
Feature Description:
We need a Kanban-style CRM Board that displays leads across different pipeline stages. Users should be able to view lead details, manage stages, and monitor the progress of deals from a single dashboard.
Key Requirements
Kanban Board View
- Display leads as cards organized by sales pipeline stages.
- Allow users to drag and drop deals between stages.
- Automatically update the lead's stage when a deal is moved.
Lead Details
- View complete lead information, including name, phone number, conversation history, assigned agent, and other available CRM fields.
- Open individual lead records for detailed information.
Stage Management
- View leads stage-wise.
- Update and manage lead stages manually.
- Reflect stage changes consistently across the CRM Overview and CRM Board.
Stage-Wise Data Export
- Export leads from a specific pipeline stage.
- Support exporting all leads or filtered leads in CSV/Excel format.
Date-Wise Filtering
- Filter leads by creation date or a custom date range.
- Allow users to view leads created within a specific period.
- Combine date filters with pipeline stage filters.
Search and Filters
- Search leads by name or phone number.
- Filter leads by stage, assigned agent, and other relevant CRM fields.
Expected Outcome
A centralized CRM Board that enables users to manage leads visually, move deals across pipeline stages, access lead information, apply filters, and export stage-wise data without relying on manual data management.
This feature will improve sales pipeline visibility, lead management efficiency, and overall CRM usability.