Friday, June 5, 2026

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

• *Lead Status and Reassignment**

• The application now allows users to return leads to the CRM Head from multiple panels, making it easier to manage leads across different teams.
• Lead status flow and display have been updated for clarity, providing a better understanding of the lead's current status.
• Lead reassignment tracking and history auditing have been improved, ensuring accurate and transparent record-keeping.
• Case reassignment and history tracking features have been updated to provide a more comprehensive view of lead interactions.

• *User Management and Permissions**

• Inactive users are now filtered out from the team setup view and team structure view, streamlining the user management process.
• Disabled users are also hidden from the team setup view, maintaining a clean and organized user interface.

• *Breach Detection and Labeling**

• Breach labels have been clarified to accurately reflect assignment delays, providing a more accurate representation of lead status.
• TAT breach labeling has been updated to reflect delays more accurately, ensuring that users have a clear understanding of the lead's status.
• TAT breach detection has been improved by considering completion times, allowing for more precise identification of breaches.

• *Timeline and Responsiveness**

• A timeline has been added to track lead lifecycle and show who is responsible next, enhancing user understanding of lead progress.
• Sales steps are now shown as skipped instead of completed, providing a more accurate representation of lead interactions.

• *Miscellaneous**

• The application version number and commit hash have been updated, ensuring that the system remains up-to-date.
• Vertical executive assignment has been improved by matching the lead's assigned manager, streamlining the assignment process.

Bug fixes: None.