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mntechnique / awfis_erpnext

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Capture information from returning Leads #9

Closed gaurav-naik closed 7 years ago

gaurav-naik commented 7 years ago

Problem scenario:

  1. Lead calls, gets recorded into the system with mobile no.
  2. Same Lead submits request from landing page with the same mobile no.
  3. Uniqueness constraint on mobile no prevents capture of information via this request.

Solution:

  1. Update Requirements Grid in Lead

    • Requirements Grid will now reflect the following structure. Date, Type (Sales/Non-sales), City, Centre, Channel, Source, SubSource, Campaign, Space requirement

    • Tasks:

      1. New doctype Awfis Lead Detail
      2. Port script for Channel > Source > SubSource > Campaign cascade to line-item level.
      3. Test with ERPNext's knowlarity endpoint, SEM endpoint with multiple users and roles.

    • TAT: 8 hrs [Including revisions]

  2. Custom endpoint for SEM Leads.

    • For leads returning via landing pages:

      • Existing Lead will be looked up by mobile No.
      • Lead Detail grid will be updated with the following info:
        • Source=SEM",Channel="Inbound",Centre="Connaught Place",City="Delhi",Date="10-Mar-2017 12:50"

    • Tasks:

      1. Implement custom endpoint as per spec.

    • TAT: 2 hrs [Including revisions]