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Quick Start Guide

Lead Registration Web Portal - Getting Started in 5 Minutes

Prerequisites

  • .NET 8.0 SDK installed
  • One of: SQL Server LocalDB, SQL Server, or Docker SQL Server

Quick Setup Steps

Option A: Automated Setup (Recommended)

  1. Run the setup script:

    cd c:\Users\SivaSekharNalluri\Desktop\DirxNewSite
.\setup.ps1

  2. Follow the wizard to choose your database option

  3. Run the application:

    cd LeadManagementPortal
dotnet run

  4. Open browser and navigate to:

  5. Login with default credentials:

Option B: Manual Setup

  1. Navigate to project:

    cd c:\Users\SivaSekharNalluri\Desktop\DirxNewSite\LeadManagementPortal

  2. Restore packages:

    dotnet restore

  3. Update connection string in appsettings.json (if needed)

  4. Create database:

    dotnet dotnet-ef migrations add InitialCreate
dotnet dotnet-ef database update

  5. Run application:

    dotnet run

  6. Access at: https://localhost:5001

First Steps After Login

  1. Create a Sales Group

    • Navigate to "Sales Groups"
    • Click "New Sales Group"
    • Enter group details

  2. Add Users

    • Navigate to "Users"
    • Click "New User"
    • Assign roles:
      • OrganizationAdmin: Full access
      • GroupAdmin: Manage group leads
      • SalesRep: Own leads only

  3. Register Your First Lead

    • Navigate to "Leads"
    • Click "New Lead"
    • Fill in lead information
    • Lead automatically gets 90-day expiry

  4. View Dashboard

    • See overview of all leads
    • Check critical/high priority leads
    • Monitor conversion rates

Key Features to Try

Lead Management

  • Create leads with full contact info
  • System prevents duplicates (same phone/email)
  • Track lead status (New → Contacted → Qualified → Proposal → Negotiation → Converted)
  • See days remaining before expiry

Lead Conversion

  • Convert lead to customer from lead details page
  • Customer record created automatically
  • Original lead marked as converted

Lead Extension (Admin Only)

  • Grant one-time 90-day extension to leads
  • Track extension history

Dashboard Analytics

  • Total leads count
  • Pending vs converted metrics
  • Critical and high-priority alerts
  • Conversion rate tracking
  • Average days to convert

Role-Based Access

Organization Admin Can:

  • View all leads and customers
  • Create sales groups
  • Add/manage users
  • Grant lead extensions
  • Change lead status
  • Access all features

Group Admin Can:

  • View leads in their group
  • Manage group members
  • Convert leads to customers
  • Cannot modify restricted fields

Sales Rep Can:

  • View only assigned leads
  • Register new leads
  • Update lead information
  • Convert leads to customers
  • Cannot change lead status

Understanding Lead Lifecycle

New Lead (Day 0)
    ↓
Register → System assigns 90-day expiry
    ↓
Work on Lead (Days 1-90)
    ↓ (Option 1)
Convert → Becomes Customer ✓
    ↓ (Option 2)
Expire (Day 90+) → Available for re-registration
    ↓ (Option 3)
Extension (Admin only) → Additional 90 days (one-time)

Urgency Indicators

  • 🔴 Critical (Red): 7 days or less remaining
  • 🟡 High (Amber): 8-30 days remaining
  • 🔵 Medium (Blue): 31-60 days remaining
  • ⚪ Low (Gray): 61+ days remaining

Common Tasks

Register a New Lead

  1. Click "New Lead" button
  2. Fill required fields (marked with *)
  3. System validates for duplicates
  4. Lead automatically assigned to you
  5. 90-day countdown starts

Convert Lead to Customer

  1. Open lead details
  2. Click "Convert to Customer"
  3. Confirm conversion
  4. View customer in Customers section

Search for Leads

  1. Use search box in Leads page
  2. Filter by status
  3. Results update automatically

Grant Extension (Admin)

  1. Open lead details
  2. Click "Grant Extension" (if available)
  3. Confirm action
  4. Lead gets additional 90 days

Troubleshooting

Can't login?

Database error?

  • Ensure SQL Server is running
  • Check connection string
  • See DATABASE_SETUP.md

Can't create lead?

  • Phone/email may already exist
  • Check for active leads with same contact

Don't see all leads?

  • Check your role permissions
  • SalesRep sees only assigned leads
  • GroupAdmin sees only group leads

Next Steps

  1. Customize Settings

    • Update password policy in Program.cs
    • Modify lead expiry duration (default: 90 days)
    • Customize email templates (future feature)

  2. Add More Users

    • Create sales teams
    • Assign group admins
    • Add sales reps

  3. Start Managing Leads

    • Import existing leads (create manually for now)
    • Track conversions
    • Monitor performance

Support & Documentation

  • Full Documentation: See README.md
  • Database Setup: See DATABASE_SETUP.md
  • Code Structure: See project folders

Default Test Data

After first run, you'll have:

  • 1 Organization Admin user
  • 3 predefined roles
  • Empty sales groups (create your own)
  • No leads (start registering)

Ready to manage leads efficiently! 🚀

For detailed feature explanations, see the main README.md file.