Hi I need guidance to complete this task, I had no experience in making CRM web app. If anyone can guide me how to build this crm web app or any resource which I can consider than it would be great help.
Task
A user potential customer will fill a query form (You have to make it in frontend)
• Query will be stored in the backend. Query is also named as a lead
• Sales team will need an internal dashboard (built with react and
Django) to handle those leads properly.
• Each member of sales team will have their own account
• Each query goes to each member in round robin fashion
• Each member can transfer query or lead to another team also
• Each lead/query will move through different phases:
- Yet to contact
- In progress
- No response from customer
- Success
- Failure
- Not interested right now but will be in future
• Team member can filter leads by the fields in query form and the phase labels described above
• A sales team member's performance is measured in different phases
handled by that team member.
E.g. success rate, time to make first contact (Turnaround time to
contact), failure rates, in progress count
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