Tuesday, May 19, 2026

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

• *Lead Management and Workflow Enhancements**

• The team management access has been restricted for administrators, ensuring that sensitive information is only accessible to authorized personnel.
• New dashboard views have been added for property management and residential rental leads, providing a more comprehensive overview of sales conversion counts.
• Residential rental milestones have been aligned with property management workflows, streamlining the sales conversion process.
• Property Management has been integrated into sales conversion with custom milestone statuses, enabling more accurate tracking of sales progress.
• The Residential Rental vertical has been added to the sales conversion platform, expanding the tool's capabilities.

• *User Interface and Experience Improvements**

• The layout and text display for milestone information have been improved, making it easier for users to understand sales conversion data.
• The sales conversion page layout and status filtering have been enhanced, providing a more intuitive user experience.
• A milestone progress chip has been added to the leads list for active workflows, enabling users to track sales progress in real-time.
• The activity report has been updated to include ongoing sessions from previous days, providing a more accurate picture of user activity.

• *Registration and Survey Lead Enhancements**

• The registration dashboard has been updated to show sub-type breakdowns, enabling users to gain a deeper understanding of sales conversion data.
• Workflow milestones and filters have been updated for registration and survey leads, making it easier for users to track sales progress.

• *Bug Fixes**

• Duplicate services filters have been removed for admin users on leads and sales pages, resolving a usability issue.
• The dropped status has been added back to filter options for certain users, addressing a functionality gap.
• Lead statuses have been filtered for registration and survey workflows, resolving a technical issue.
• The ability for CRM Heads to directly mark leads as premium has been added, streamlining the sales conversion process.
• Daily user login has been forced by expiring sessions at IST midnight, improving security.
• Activity report has been updated to include ongoing sessions from previous days, resolving a technical issue.
• Screenshots have been updated to clarify chat and project history differences, improving user understanding.
• Image files have been updated to clarify user interface differences, improving user experience.
• Visual aids have been added for clearing chat history, making it easier for users to manage their workflow.