Feature- Prospect System

[Ayush8923]

Problem Statement
Currently, there is no system in place to track pre-sales activities, and everything is being tracked manually. This process makes it difficult to monitor the status of proposals sent to various organizations and to see which proposals are still ongoing. This manual tracking can lead to inefficiencies, missed opportunities, and a lack of clear visibility.

Objective
We need a streamlined system to manage pre-sales efforts. The goal is to create a Pre-Sales Dashboard that allows users to view and track all proposals sent to potential clients. This dashboard will provide clarity on the status of each proposal, helping the team stay organized and informed about ongoing deals.

Proposed Solution
To address the need for pre-sales tracking, we propose making the following enhancements to the current sales module:

1. UI for Adding New Prospects
2. Prospect Dashboard
3. Editing and Updating Prospects

Action Items

• Create the UI for the Add New Prospect form, ensuring all fields listed in the spreadsheet are included.
• Design and implement the Prospect Dashboard to display active prospects and relevant columns.
• Enable users to update the prospect details and change their details as needed.

[Ayush8923]

Here is the Database Structure of the Prospect Flow.

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1. Prospect Table

This table contains the general information about each prospect.

Column Name	Data Type	Description
id	INT	Primary Key
organization_name	VARCHAR	Name of the organization
poc	VARCHAR	Point of contact (POC)
proposal_sent_date	DATE	Date the proposal was sent
domain	VARCHAR	Domain of the organization
customer_type	VARCHAR	Type of customer (e.g., new, existing)
budget	DECIMAL	Budget for the project
status	ENUM	Status of the prospect (e.g., in-progress, won)
introductory_call	DATE	Date of the introductory call
last_followup_date	DATE	Date the last follow-up was sent
rfp_link	VARCHAR	Link to the RFP document
proposal_link	VARCHAR	Link to the proposal document

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2. Prospect Followup Responses Table

Tracks the follow-up responses from users regarding each prospect.

Column Name	Data Type	Description
id	INT	Primary Key
followup_response	TEXT	Response details
user_id	INT	Foreign Key (references users table)
prospect_id	INT	Foreign Key (references prospects table)
created_at	TIMESTAMP	Timestamp when the response was created

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3. Prospect Comments Table

Store comments related to each prospect.

Column Name	Data Type	Description
id	INT	Primary Key
comment	TEXT	Comment text
user_id	INT	Foreign Key (references users table)
prospect_id	INT	Foreign Key (references prospects table)
created_at	TIMESTAMP	Timestamp when the comment was made

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4. Prospect Insights Table

Records insights and learnings about each prospect.

Column Name	Data Type	Description
id	INT	Primary Key
insight_learning	TEXT	Insight/learning from the prospect
user_id	INT	Foreign Key (references users table)
prospect_id	INT	Foreign Key (references prospects table)
created_at	TIMESTAMP	Timestamp when the insight was created