CRM View & Lead Details

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Lead Detail Page

The lead detail page provides a comprehensive CRM view with three main sections: sidebar information, main content tabs, and right sidebar with related data.

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Layout

Left Sidebar (Fixed Width):

• Lead profile and contact information
• Status and priority controls
• Tags management
• Custom fields
• Quick actions

Main Content Area (Tabs):

• Intelligence: AI-generated storyline and metrics
• Activities: Timeline of all interactions
• Messages: Telegram conversation history

Right Sidebar (Fixed Width):

• Associated deals
• Campaign participation
• Segment membership
• Related information

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Left Sidebar

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Profile Section

Displays lead’s basic information:

• Profile Picture: Fetched from Telegram (if available)
• Name: First name and last name
• Username: Telegram @username with link
• Phone Number: Formatted phone number
• Telegram User ID: Unique identifier

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Status & Priority

Status Dropdown:

• Active: Can receive messages
• Blocked: Cannot receive messages
• Archived: Inactive

Priority Dropdown:

• High: Important leads
• Medium: Standard
• Low: Lower priority

Changes are saved automatically and logged in activities.

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Tags

• View Tags: All assigned tags displayed as badges
• Add Tags: Type to create new or select existing
• Remove Tags: Click X on tag badge
• Tag Colors: Visual organization

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Custom Fields

All custom fields for leads are displayed here:

• Field Label: User-friendly name
• Field Value: Current value
• Edit: Click to modify (if field allows)

Custom fields are organization-wide - all members see the same fields.

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Quick Actions

• Edit Lead: Open edit modal
• Delete Lead: Permanent deletion (requires confirmation)
• View in Telegram: Open Telegram chat (if available)

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Intelligence Tab

The Intelligence tab provides AI-powered insights and relationship metrics.

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AI Storyline

What it is: An AI-generated summary that synthesizes:

• Lead creation and entry point
• Campaign participation history
• Message exchanges (from fetched conversations)
• Deal progression and status
• Current relationship state

Structure:

1. Interaction Snapshot: Key metrics in bullet points
   • Last interaction date and content
   • Responsiveness level
   • Key pain points mentioned
   • Current intent
   • Recommended next actions
2. Storyline: 1-2 paragraph narrative connecting:
   • How lead entered CRM
   • Campaign touchpoints
   • Relevant message quotes
   • Current opportunity status
   • What triggered interest
3. Sales Actions: 3-5 actionable items:
   • Specific follow-up tasks
   • Pain point addresses
   • Feature highlights
   • Call/meeting suggestions

Generating Storyline:

1. Click “Generate Storyline” button
2. System fetches latest messages (if conversation exists)
3. AI analyzes all available data
4. Storyline generated and saved
5. Can regenerate to update with new information

Storyline History:

• All generated storylines are saved
• View previous versions
• Compare changes over time
• Delete old versions (Owner/Admin only)

Permissions:

• View: All organization members can view
• Generate: All members can generate
• Delete: Only Owner/Admin can delete storylines

Data Sources:

• Campaign participation (from organization campaigns)
• Messages sent/received (from organization campaigns)
• Deals created (from organization deals)
• Telegram conversations (only if fetched to system)
• Lead metadata and custom fields

Limitations:

• Only includes messages that have been fetched to the system
• Campaign messages are included automatically
• Direct Telegram conversations require manual fetch
• AI has access to all organization data for context

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Metrics Dashboard

Campaign Metrics:

• Campaigns Participated: Number of campaigns lead joined
• Messages Sent: Total campaign messages sent to lead
• Messages Received: Total responses from lead
• Response Rate: Percentage of sent messages that received responses
• Average Response Time: Hours between sent message and response

Deal Metrics:

• Active Deals: Currently open deals
• Completed Deals: Won or lost deals
• Total Deal Value: Sum of all deal values
• Is Customer: Has at least one won deal
• Deal Since: Date of first deal creation

Relationship Timeline:

• Lead Since: When lead was created in CRM
• Last Response Date: Most recent message from lead
• Primary Owner: Team member with most interactions (scored by campaigns, messages, deals)

Collaborator Interactions: Shows which team members have interacted with lead:

• Campaigns they created/sent
• Messages sent count
• Deals created count
• Email addresses for contact

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Activities Tab

The Activities tab shows a chronological timeline of all interactions and changes related to the lead.

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Activity Types

Campaign Participation:

• Lead added to campaign
• Campaign messages sent
• Campaign responses received
• Campaign status changes

Message Activity:

• Messages sent via campaigns
• Responses received
• Message delivery status

Lead Updates:

• Field changes (status, priority, tags, custom fields)
• Who made the change
• Old and new values

Deal Activity:

• Deal created
• Deal updated (status, value, stage)
• Deal won/lost

Storyline Generation:

• When storyline was generated
• Who generated it

Audit Logs:

• System events
• Important status changes

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Filtering Activities

Search:

• Search across activity titles, descriptions, campaign names
• Real-time filtering as you type

Type Filter:

• Filter by activity type (campaign, message, update, deal, etc.)
• Shows only relevant activity types

User Filter:

• Filter by team member who performed action
• Useful in organizations to see individual contributions

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Activity Details

Each activity shows:

• Icon: Visual indicator of activity type
• Title: Brief description of what happened
• Description: Detailed information
• Campaign: Associated campaign name (if applicable)
• Timestamp: When activity occurred
• User: Who performed the action (email)

Activities are grouped by date (month/year) for easy navigation.

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Messages Tab

The Messages tab displays Telegram conversation history with the lead.

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Conversation Access

Important: Messages are private to the account owner:

• Only you can view messages from your Telegram accounts
• Other organization members cannot see your conversations
• AI Storyline has limited access (only fetched messages)

Fetching Messages:

1. Click “Fetch from Telegram” button
2. System retrieves conversation from Telegram API
3. Messages saved to database
4. Conversation appears in Messages tab

Multiple Accounts:

• If lead has conversations with multiple accounts, select account from dropdown
• Each account’s conversation is separate
• Switch between accounts to view different conversations

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Message Display

Message Bubbles:

• Sent Messages: Right-aligned, primary color
• Received Messages: Left-aligned, muted color
• Telegram-style: Rounded corners, message grouping
• Avatars: Shown on last message of group

Message Grouping:

• Messages from same sender within 5 minutes are grouped
• Reduces visual clutter
• Avatar shown only on last message in group

Message Status (Sent messages only):

• Sent: Message sent to Telegram
• Delivered: Message delivered to recipient
• Read: Message read by recipient (if read receipts enabled)

Timestamps:

• Time: Hour:minute format
• Date Separators: “Today”, “Yesterday”, or date
• Grouped: Same-day messages grouped together

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Sending Messages

Requirements:

• Lead must have telegram_user_id (required for messaging)
• Account must be authenticated and active
• Conversation must exist (or will be created)

Steps:

1. Type message in input box at bottom
2. Press Enter to send (Shift+Enter for new line)
3. Message appears immediately (optimistic update)
4. Confirmed when Telegram API responds

Message Features:

• Auto-resize: Textarea grows with content (max 200px height)
• Enter to Send: Standard Telegram behavior
• Shift+Enter: New line
• Character Limit: Telegram’s message limit applies

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Polling for New Messages

Automatic Polling:

• Polls every 30 seconds when tab is active
• Only polls if conversation has been fetched
• Stops when tab is inactive or page is hidden
• Efficient: Only fetches messages newer than last known message

Manual Refresh:

• Click “Fetch from Telegram” anytime
• Fetches all new messages since last fetch
• Updates conversation immediately

Polling Behavior:

• Starts after first manual fetch
• Continues while Messages tab is active
• Stops when switching tabs or hiding page
• Resumes when tab becomes active again

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Search Messages

Search Functionality:

• Click “Search” button to open search box
• Search across all message text
• Highlights matching text in messages
• Shows count of matching messages

Search Results:

• Filtered messages displayed
• Matching text highlighted
• Scroll to find matches

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Conversation Management

Delete Conversation:

• Click settings icon (gear)
• Select “Delete Conversation History”
• Confirms deletion
• Warning: Permanently deletes all messages from database
• Messages can be re-fetched from Telegram if needed

Account Selection:

• If multiple accounts have conversations, select from dropdown
• Shows message count per account
• Switch to view different conversations

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Right Sidebar

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Associated Deals

Shows all deals linked to this lead:

• Deal Name: Deal title
• Value: Deal amount
• Stage: Current pipeline stage
• Status: Active, Won, Lost
• Created Date: When deal was created

Actions:

• Click deal to open deal detail page
• Create new deal for this lead

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Campaign Participation

Lists all campaigns lead has participated in:

• Campaign Name: Campaign title
• Status: Campaign status
• Messages Sent: Count of messages sent
• Last Activity: Most recent interaction date

Actions:

• Click campaign to view details
• See campaign performance for this lead

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Segment Membership

Shows segments this lead belongs to:

• Segment Name: Segment title
• Auto-updated: Segments update automatically based on rules

Note: Lead automatically joins/leaves segments based on matching rules.

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Permissions

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View Permissions

Lead Detail Page:

• Own Leads: Creator can always view
• Organization Leads: All members can view if lead belongs to organization
• Access Denied: If lead doesn’t belong to organization or user

Intelligence Tab:

• All organization members can view
• Includes data from all organization campaigns/deals
• AI Storyline visible to all members

Activities Tab:

• All organization members can view
• Shows activities from all organization members
• Filter by user to see individual contributions

Messages Tab:

• Private: Only account owner can view their own conversations
• Other members cannot see your Telegram conversations
• AI Storyline includes fetched messages (limited context)

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Edit Permissions

Lead Information (Sidebar):

• Own Leads: Creator can edit
• Organization Leads: Any organization member can edit
• Changes logged in activities

Status & Priority:

• Any organization member can change
• Changes visible to all members

Tags:

• Any organization member can add/remove
• Shared across organization

Custom Fields:

• Any organization member can edit values
• Field definitions managed by Owner/Admin

Storyline:

• Any member can generate
• Only Owner/Admin can delete storylines

Messages:

• Only account owner can send messages
• Only account owner can delete conversation
• Other members cannot access

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Delete Permissions

Lead Deletion:

• Creator: Can delete own leads
• Owner/Admin: Can delete any organization lead
• Members: Cannot delete leads

Conversation Deletion:

• Only account owner can delete their own conversations
• Other members cannot delete conversations

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Best Practices

1. Keep Storyline Updated: Regenerate when significant interactions occur
2. Monitor Activities: Check activity timeline regularly for insights
3. Fetch Messages: Regularly fetch conversations for complete context
4. Use Tags: Organize leads with meaningful tags
5. Update Custom Fields: Keep business-specific data current
6. Track Deals: Link deals to leads for relationship tracking
7. Review Collaborators: Check who else is working with lead