Actions
roos-fs tasks #179
open
Lead Activity Log (Notes, Calls, Emails)
Start date:
07/13/2025
Due date:
% Done:
0%
Estimated time:
8:00 h
Description
User Story:
As a user, I want to add notes, calls, and emails to a lead so I can track communication history.
Acceptance Criteria:
- User can add 3 types of entries:
--Call: icon + description
--Email: icon + description
--Note: description only - Each entry shows who added it and when
- Entries are listed chronologically (old messages in the end, new messgaes in the beginning of the list)
- Entries are grouped by the months with the notion of the year (exm. july 2025)
- each day provides the date, weekday infromation
Advice: please orient the view on the hubspot
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