Roos-fs-ZIP

Acceptance criterea

• Import of leads example TBD - EXCEL would be provided
• CRUD manualfor the lead creation with the data (use the points form the scel)
• The access to the area is granted in accordance with thepermission list from the WIKI
• check for matches in the system and infrom the user that this name, phone number etc. is already in the systeь, and if the user really wants to create another lead
  -- Lead has the data visible in the system (see excel attached)
• seperate area (leads) is available in the leftside menu
• Seperate list overview of the leads is present
• Single lead overview shall resemple the hubspot central contac area with the hisstory of contact as well as notes see ---
  
  
• In the central area (that contain information and notes) the user can create one of 3 types of entities 1) call (has a icon (making it clear that this is a call), description filed 2) email (has an icon, description filed 3) Note (has a description field)
• all entries are supported by the statement when and who has entered this note
• make sure that the sales employee sees all the basic information of the lead as well as the central area (lock the lead info when scrolling though the log f.e.)
• transfer from lead to customer (button actions) by keeping all the logs and co, but it shall be accessible from the customer overview later
• keep the history and option to add new notes already to the customer (migrated lead)