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Feature #3896

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User Story: Web Form Entry (Lead Capture)

Added by Yalavarthi Thriveni 3 months ago. Updated 2 months ago.

Status:
New
Priority:
High
Target version:
-
Start date:
09/12/2025
Due date:
09/16/2025 (about 3 months late)
% Done:

100%

Estimated time:
(Total: 25:00 h)
Spent time:
(Total: 25:00 h)

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.


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Subtasks 3 (1 open2 closed)

Feature #3901: Create a wireframe for this story to get information from Regal soar system website - #3896Newvinay palakonda09/12/202509/13/2025

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Feature #3902: Create a new form for taking the input in the user story in the regal solar website & provision for a button in header to get this form - #3896ClosedChandra Sekhar09/15/202509/15/2025

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Feature #3904: write an api for this lead creation from the website with required fields and sent notifications to them - #3896ClosedKalyan Ravula09/16/202509/16/2025

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Related issues

Actions #1

Updated by Yalavarthi Thriveni 3 months ago

  • Subtask #3901 added
Actions #2

Updated by Yalavarthi Thriveni 3 months ago

  • Description updated (diff)
  • Assignee set to Yalavarthi Thriveni
Actions #3

Updated by Yalavarthi Thriveni 3 months ago

  • Subtask #3902 added
Actions #4

Updated by Yalavarthi Thriveni 3 months ago

  • Subtask #3904 added
Actions #5

Updated by Yalavarthi Thriveni 3 months ago

  • Description updated (diff)
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