Company Documentation

Leads

Pipeline intake from public forms and external demand channels.

Sidebar: SalesRoute: /dashboard/leadsISP AdminSupportBilling

What It Does

Displays incoming installation and PQR requests and tracks their processing status.

Main Features

  • Lead list from public endpoint
  • Filters by request type and status
  • Timestamped intake records with source/plan context

Available Actions

  • Filter leads
  • Refresh list
  • Update lead status (NEW, REVIEWED, CLOSED)

Related Workflows

  • Triage new leads and route to installation or support workflows

Dependencies

  • Public lead capture sources configured (public page/forms)
  • Active project selected
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