CUSTOMER LEAD SYSTEM APPLICATION

TECHNOLOGIES

BACKENDphp logo
DATABASEmysql logo
FRONTENDCSS
STYLINGHTML
Customer Lead System image

DEVELOPMENT

FRAMEWORK PROPRIETARY
DESIGN PATTERN PROPRIETARY
TEMPLATE ENGINE NO

The Lead System webapp was designed to allow Regional Managers to follow up on leads of potential clients that were generated by employees. This was developed to integrate with the company's custom Content Management System.

The Lead System allowed a user to create a new lead by adding contact info, date of first contact, which regional manager is best assigned to the lead, and any other comments pertaining to gaining the client. New comments could be added to the lead dynamically by any regional manager, as the lead progressed and the lead could also be transformed into a full-fledged client without any repetition. If the lead turned out to be unsuccessful, it could be closed, with the ability to reopen if things change.

BACK

 CUSTOMER LEAD SYSTEM DETAILS

 NEW LEAD

Detail Image of Portfolio item Customer Lead System - image 1
VIEW IMAGE

FUNCTIONALITY

  •  Create new lead

 WHAT DARYL DID

 BACKENDALL FUNCTIONALITY
 FRONTENDALL FUNCTIONALITY

 WHAT DARYL DID NOT DO

  BACKEND-
  FRONTENDHTML AND GRAPHICS

The user would create a new lead by filling out the info needed for the potential client.

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 OPEN LEADS

Detail Image of Portfolio item Customer Lead System - image 1
VIEW IMAGE

FUNCTIONALITY

  •  View Open Leads
  •  Sort Open Leads
  •  Close Leads
  •  Add comments to a lead

 WHAT DARYL DID

 BACKENDALL FUNCTIONALITY
 FRONTENDALL FUNCTIONALITY

 WHAT DARYL DID NOT DO

  BACKEND-
  FRONTENDHTML AND GRAPHICS

The user has the ability to view all open leads based on search parameters, sort all returned leads, and add any comments necessary. Both Employees and Regional Mangers can add information to the same lead, at the same time, from any location.

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 CLOSED LEADS

Detail Image of Portfolio item Customer Lead System - image 1
VIEW IMAGE

FUNCTIONALITY

  •  View Closed Leads
  •  Sort Closed Leads
  •  Reopen Closed Leads

 WHAT DARYL DID

 BACKENDALL FUNCTIONALITY
 FRONTENDALL FUNCTIONALITY

 WHAT DARYL DID NOT DO

  BACKEND-
  FRONTENDHTML AND GRAPHICS

The user has the ability to view all closed leads based on specified parameters that they supply. The user can reopen any closed leads with one click. All previous Regional Manager and Employee comments are preserved and reinstated.

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 CONVERTED LEADS

Detail Image of Portfolio item Customer Lead System - image 1
VIEW IMAGE

FUNCTIONALITY

  •  View Converted Leads
  •  Sort Converted Leads

 WHAT DARYL DID

 BACKENDALL FUNCTIONALITY
 FRONTENDALL FUNCTIONALITY

 WHAT DARYL DID NOT DO

  BACKEND-
  FRONTENDHTML AND GRAPHICS

The user has the ability to view all leads converted into customers along with modify and review all steps taken.

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