Lead Management Improvements

Improve the UI/UX of the leads pipeline to more easily manage leads, including:

• Showing the last note created on the lead card so it can be viewed without needing to open the lead

• Add the ability to log call activity on the lead include the outcome e.g Call - No Answer, Call - Left VM, Call - Spoke To,

• Ability to see the activity on the lead in an easier way than navigating to the leads profile and back.

• Change the sorting in the Trial column. Currently, leads are sorted by their profile creation date, but it would be more useful to sort them by the date they were added to the Trial column.

  This way, if a lead uses a promo code and lands in the Trial column, they will appear at the top of the list—even if their profile was created some time ago. It’s worth considering applying similar logic to the rest of the default columns.

• Include Lead Source on the Users Profile (And ability to update it)

• Add Lead Source Report e.g New Memberships Sold By Source

• Consider automatically creating a first call task when a new lead comes in, so it lands on today's to-do list

• After logging a call, choose the next step straight away: schedule the next call (e.g. tomorrow, in 2 days), close the lead, or move it to the next stage

• Show call attempts, latest note and the next scheduled action on the lead card

• See who logged each call and note, so shared call lists still have accountability without assigning leads to one person

• Daily activity summary per staff member: calls made, spoken to, tours booked, sales

• Calls report for a selected date range: number of calls logged per staff member