Lead Details

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Lead Information

{{ lead.get_source_display }} {{ lead.get_status_display }}
{{ lead.get_full_name }}
{{ lead.email }}
{{ lead.phone|default:"Not provided" }}
{{ lead.created_at|date:"F d, Y - g:i A" }}
{{ lead.assigned_to.get_full_name|default:"Unassigned" }}
{% if lead.status == 'converted' and lead.converted_to_project and lead.converted_to_project.crm %}
{{ lead.converted_to_project.crm.get_full_name }}
{% endif %}
{{ lead.updated_at|date:"F d, Y - g:i A" }}
{% if lead.contact or lead.assessment %}

Source Details

{% if lead.contact %}
{{ lead.contact.get_subject }}
{{ lead.contact.get_message }}
{{ lead.contact.created_at|date:"F d, Y - g:i A" }}
{% endif %} {% if lead.assessment %}
{{ lead.assessment.get_field_of_expertise_display }}
{{ lead.assessment.years_of_experience }} years
{{ lead.assessment.get_current_location }}
{{ lead.assessment.total_score }}/30 ({{ lead.assessment.percentage_score }}%)
{{ lead.assessment.criteria_met }}/10
{{ lead.assessment.eligibility_status }}
{{ lead.assessment.created_at|date:"F d, Y - g:i A" }}
{% endif %}
{% endif %}

Notes

{% csrf_token %}

Quick Actions

{% if lead.status == 'converted' %} {% if lead.converted_to_project and lead.converted_to_project.crm %}

Lead Successfully Converted

Assigned to Lead Manager: {{ lead.assigned_to.get_full_name }}
Assigned to CRM Staff: {{ lead.converted_to_project.crm.get_full_name }}

This lead has been fully processed and is now being managed by the CRM team.

{% elif lead.converted_to_project %}
This lead has been converted to a project. Waiting for Lead Manager to assign it to CRM staff.
{% endif %} {% else %}
{% csrf_token %}
{% csrf_token %}
{% endif %}
{% if lead.status != 'converted' and user.is_superuser %} Convert to Project {% endif %} {% if lead.contact %} View Contact {% endif %} {% if lead.assessment %} {% if user.is_superuser %} View Assessment {% else %} View Assessment {% endif %} {% endif %}

Activity Timeline

Lead Created

Lead was created from {{ lead.get_source_display|lower }}

{{ lead.created_at|date:"F d, Y - g:i A" }}
{% if lead.assigned_to %}

Lead Assigned

Assigned to {{ lead.assigned_to.get_full_name }}

{{ lead.assigned_at|date:"F d, Y - g:i A"|default:"N/A" }}
{% endif %} {% if lead.status != 'new' %}

Status Changed

Status updated to {{ lead.get_status_display }}

{{ lead.updated_at|date:"F d, Y - g:i A" }}
{% endif %} {% if lead.converted_to_project %}

Converted to Project

Lead converted to project: {{ lead.converted_to_project.title }}

{{ lead.converted_at|date:"F d, Y - g:i A" }}
{% endif %}