Concept Project. The requirements, architecture, features and technology below describe a proposed build. Testing is planned; no delivered client results are claimed.
Problem
Small teams often manage leads across inboxes and spreadsheets, making ownership and follow-up difficult to see.
Requirements
- Capture enquiry details in a consistent format.
- Make pipeline stage, owner and next action visible.
- Keep access to lead information limited to the appropriate team.
Solution
A single lead workspace concept with structured intake, pipeline stages, ownership and next-action visibility.
Architecture
Intake
Proposed: validate incoming enquiry fields before creating a lead record.
Lead records
Proposed: store leads and ownership in Supabase with access rules for team members.
Workspace
Proposed: a Next.js interface displays stages and follow-up actions.
Main Features
- Lead intake
- Pipeline stages
- Owner assignment
- Follow-up status
Technology Stack
Proposed technology stack.
- Next.js
- TypeScript
- Supabase
- Zod
Challenges
- Design consideration: prevent duplicate enquiries from creating conflicting ownership.
- Design consideration: keep personal lead information out of unauthorized views.
Testing
Planned
- Validate required fields and duplicate handling.
- Check access rules with different team roles.
- Check that ownership and stage updates persist correctly.
Screenshots
Demo
No public demo is available.
Result
Concept only. A working lead workspace and operational outcomes have not been demonstrated.
What I Learned
Implementation lessons will be added after this concept has been built and evaluated.
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