Monday, May 18, 2026

Today's work focused on enhancing the Lead Management Tool's functionality, improving user experience, and fixing critical issues.

• *Lead Management and Filtering**

• The system now allows users to select commercial property as a sub-category option for leads and updates the cascades accordingly.
• Commercial property is now a valid sub-category option for leads, enabling users to filter and manage leads more effectively.
• Users can now filter leads by sub-category, including commercial property, for more targeted lead management.
• The system has improved lead filtering by handling missing document types and resetting inactive filters, providing a more accurate and efficient lead management experience.

• *Analysis & Insights Page**

• Sales stat cards now display relevant data for different user roles, ensuring that users see the information they need to make informed decisions.
• Chart data labels are now clickable links for navigation, allowing users to easily access related data and insights.
• The application now generates a downloadable CSV activity report on the reports page, enabling users to export and analyze data.

• *User Experience and Navigation**

• Users with cached login tokens can now automatically create sessions, streamlining the login process.
• The system has improved printing functionality by adjusting layout and style overrides, making it easier to print reports and data.
• The application now displays daily activity reports for tracking user login and page visit activity, providing valuable insights into user behavior.

Bug fixes

• Users can now select a vertical without encountering an issue.
• The system has been fixed to handle missing document types and reset inactive filters, preventing errors and improving lead filtering accuracy.