Friday, June 5, 2026

Today's work focused on enhancing the Lead Management Tool's functionality, improving user experience, and refining its features.

• *Lead Management and Reassignment**

• The ability to return leads to the CRM Head from multiple panels has been added, streamlining the lead management process.
• Users can now return leads to the CRM Head, providing more flexibility in managing leads.
• Lead reassignment tracking and history auditing have been improved, ensuring accurate and transparent lead management.

• *Timeline and Status Updates**

• A timeline to track lead lifecycle and show who is responsible next has been added, enhancing the visibility of lead progress.
• The lead status flow and display have been updated for clarity, making it easier for users to understand lead status.
• When a sales step is skipped instead of completed, it is now shown, providing a more accurate representation of lead progress.

• *User Management and Filtering**

• Inactive users are now filtered out from the team setup view, reducing clutter and improving user experience.
• Inactive users are also filtered out from the team structure view, providing a more organized view of team members.

• *Bug Fixes:**

• Breach labels have been clarified to accurately reflect assignment delays, resolving a previous issue.
• TAT breach labeling has been updated to accurately reflect delays, ensuring accurate representation of lead progress.
• TAT breach detection has been improved by considering completion times, resolving a previous issue.
• Vertical executive assignment has been improved by matching the lead's assigned manager, resolving a previous issue.
• Disabled users are now hidden from the team setup view, resolving a previous issue.