tanweer919/lynkeduppro-crm
1
0
Fork 0
forked from Goutam/lynkeduppro-crm
Code Pull Requests Activity

feat(leads): source-driven fields + full-form wizard

Browse Source 
- Add Lead source dropdown options (Door Knock, Referral, Storm Chase,
  Mailer/Postcard, Sign Call, Insurance Agent Referral, Repeat Customer,
  Social Media, Other)
- Quick form: Referral shows a referral-note textarea; Door Knock shows a
  canvasser search (by name or email) with picker + chip
- Full form is now a Next/Back wizard ending in Create Lead
- Reps gain email for canvasser search

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Goutam Patidar
2026-07-22 11:08:47 +05:30
parent 102b66dfca
commit faade49b13
3 changed files with 107 additions and 21 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/components/dashboard/leads-data.ts
+7 -7
View File
@@ -202,17 +202,17 @@ export const PRIORITY_META: Record<LeadPriority, { label: string; tone: string }
/* Reps + option lists — power the New Lead form */
/* ---------------------------------------------------------- */
export type Rep = { id: string; initials: string; name: string };
export type Rep = { id: string; initials: string; name: string; email: string };
export const REPS: Rep[] = [
{ id: "LUP-1040", initials: "CT", name: "Cody Tatum" },
{ id: "LUP-1041", initials: "HR", name: "Hannah Reyes" },
{ id: "LUP-1042", initials: "TB", name: "Travis Boone" },
{ id: "LUP-1043", initials: "SG", name: "Shelby Greer" },
{ id: "LUP-1044", initials: "DP", name: "Dalton Pruitt" },
{ id: "LUP-1040", initials: "CT", name: "Cody Tatum", email: "cody.tatum@lynkeduppro.com" },
{ id: "LUP-1041", initials: "HR", name: "Hannah Reyes", email: "hannah.reyes@lynkeduppro.com" },
{ id: "LUP-1042", initials: "TB", name: "Travis Boone", email: "travis.boone@lynkeduppro.com" },
{ id: "LUP-1043", initials: "SG", name: "Shelby Greer", email: "shelby.greer@lynkeduppro.com" },
{ id: "LUP-1044", initials: "DP", name: "Dalton Pruitt", email: "dalton.pruitt@lynkeduppro.com" },
];
export const LEAD_SOURCES = ["Door Knock", "Referral", "Web Form", "Call-In", "Storm Canvass"];
export const LEAD_SOURCES = ["Door Knock", "Referral", "Storm Chase", "Mailer / Postcard", "Sign Call", "Insurance Agent Referral", "Repeat Customer", "Social Media", "Other"];
export const LEAD_TYPES = ["Insurance", "Retail"];
export const WORK_TYPES = ["Roof Replacement", "Roof Repair", "Inspection", "Gutter Install"];
export const TRADE_TYPES = ["Roofing", "Gutters", "Siding", "Windows"];