Feature #3896
openUser Story: Web Form Entry (Lead Capture)
100%
Description
Title: Capture new lead from website form
As a potential Customer
I want to submit my contact information and site details through an online form
So that the solar company can contact me and provide a proposal for solar installation.
Acceptence Criteria
1.The website must provide a “Request a Quote” / “Get Solar Assessment” form with fields:
Name (Required) ,Email (required or phone required),Phone (required or email required),Address (street, city, state, zip),
Roof type (dropdown: flat, pitched, unknown),Electricity bill estimate (optional),Message / notes (optional),Own house (Yes/No)
2.The form must validate inputs (email format, phone format, mandatory fields).
3.On submission:A new Lead record is created in the system. with Lead Status as "new" , Lead source as "website" , channel type as "website" & timestamp is recorded & action history should be record.
4.On request & response log will be saved in text file as log.js in the server
5.The system must notify a Sales Manager/owner(admin) (via email or dashboard alert).
6.The Lead must receive an acknowledgement email/SMS (e.g., “Thanks, we’ll contact you soon”) as well as owner/managers based on their email /sms notification configuration .
7.If the lead already exists (duplicate email/phone), the system must prevent duplicates or merge with existing lead.
7.The form must be mobile-friendly and embedded on the solar company’s website/landing pages.
Related issues
Updated by Yalavarthi Thriveni 3 months ago
- Description updated (diff)
- Assignee set to Yalavarthi Thriveni