> ## Documentation Index > Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # UJ-S-012: Receive and Manage Directory Leads > Sponsor receives and manages leads from directory inquiries ## Journey Overview | Attribute | Value | | -------------- | ----------------------------------------- | | **Journey ID** | UJ-S-012 | | **Actor** | Sponsor Admin | | **Goal** | Receive and follow up on member inquiries | | **Trigger** | Member contacts company through directory | | **Outcome** | Lead captured and processed | ## Preconditions * Sponsor has directory listing * Lead capture enabled for listing * Sponsor portal access ## Journey Flow ```mermaid theme={null} flowchart TD A[Member submits inquiry] --> B[Lead created] B --> C[Sponsor notified] C --> D[Sponsor views lead] D --> E[Review lead details] E --> F{Follow up action} F -->|Contact| G[Respond to lead] F -->|Archive| H[Archive lead] F -->|Export| I[Export to CRM] G --> J[Update lead status] J --> K[Track outcome] ``` ## Detailed Steps When member contacts company: **Email Notification:** ``` Subject: New Lead from Member Directory Hi Acme Team, You have a new inquiry from a member: Name: John Smith Email: john@company.com Phone: 0412 345 678 Company: ABC Corporation Subject: Request Quote Message: "We're interested in your consulting services for our digital transformation project..." [View Lead in Portal] [Reply to Lead] ``` Navigate to Leads: ``` ┌─────────────────────────────────────────────────────────────┐ │ Directory Leads 🔔 3 New │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Filter: [All Status ▼] [This Month ▼] [All Sources ▼] │ │ │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 🔵 NEW │ │ │ │ John Smith • ABC Corporation │ │ │ │ Subject: Request Quote │ │ │ │ Received: 2 hours ago │ │ │ │ [View] [Quick Reply] [Mark as Read] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 🟡 IN PROGRESS │ │ │ │ Sarah Johnson • XYZ Inc │ │ │ │ Subject: Partnership Opportunity │ │ │ │ Received: 2 days ago • Last contact: Yesterday │ │ │ │ [View] [Update Status] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 🟢 CONVERTED │ │ │ │ Mike Chen • Tech Solutions │ │ │ │ Subject: General Inquiry │ │ │ │ Received: 1 week ago • Converted: 3 days ago │ │ │ │ [View] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ └─────────────────────────────────────────────────────────────┘ ``` Click to view full lead: ``` ┌─────────────────────────────────────────────────────────────┐ │ Lead Details │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Contact Information │ │ ────────────────── │ │ Name: John Smith │ │ Email: john@company.com │ │ Phone: 0412 345 678 │ │ Company: ABC Corporation │ │ Position: Operations Manager │ │ Location: Sydney, NSW │ │ │ │ Inquiry Details │ │ ─────────────── │ │ Subject: Request Quote │ │ Received: March 15, 2025 at 10:30 AM │ │ Source: Member Directory │ │ │ │ Message: │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ We're interested in your consulting services for our │ │ │ │ digital transformation project. We're a mid-sized │ │ │ │ company looking to modernize our operations. Could we │ │ │ │ schedule a call to discuss? │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ Member Profile │ │ ────────────── │ │ Membership: Professional (Active since 2022) │ │ Interests: Digital Transformation, Operations │ │ Events Attended: 5 │ │ [View Full Profile] (if permitted) │ │ │ │ Status: [New ▼] │ │ Notes: [Add notes... ] │ │ │ │ [Reply via Email] [Export to CRM] [Archive] │ │ │ └─────────────────────────────────────────────────────────────┘ ``` Track lead progress: | Status | Description | | ----------------- | -------------------- | | New | Unread lead | | Read | Viewed but no action | | In Progress | Being followed up | | Contacted | Outreach made | | Meeting Scheduled | Call/meeting booked | | Proposal Sent | Quote provided | | Converted | Became customer | | Lost | Did not convert | | Archived | No longer active | Reply options: **Via Platform:** * Click "Reply via Email" * Compose response * Sent from sponsor email (or system) **Externally:** * Copy email address * Reply from company email * Update status manually Push lead to external CRM: * Salesforce integration * HubSpot integration * CSV export * Manual entry with copied details ## Lead Analytics ``` ┌─────────────────────────────────────────────────────────────┐ │ Lead Statistics - March 2025 │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Total Leads: 28 │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ ████████████████░░░░ 80% Response Rate │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ By Status: │ │ • New: 3 │ │ • In Progress: 8 │ │ • Converted: 12 │ │ • Lost: 5 │ │ │ │ Conversion Rate: 42.8% │ │ Avg Response Time: 4.2 hours │ │ │ │ [Download Report] │ │ │ └─────────────────────────────────────────────────────────────┘ ``` ## Related Entities * [`Company Profile`](/entities/core/company-profile) * [`User/Member`](/entities/core/user-member) ## Related Journeys * [UJ-M-021](/member/journeys/contact-company) * [UJ-S-014](/sponsor/journeys/directory-stats) ## Acceptance Criteria ### Frontend * [ ] Leads dashboard with filtering * [ ] Lead detail view * [ ] Status management * [ ] Reply functionality * [ ] Notes/activity log * [ ] Lead analytics * [ ] Export options * [ ] Real-time notifications ### Backend * [ ] `GET /api/sponsor/leads` - List leads * [ ] `GET /api/sponsor/leads/{id}` - Lead details * [ ] `PUT /api/sponsor/leads/{id}` - Update status * [ ] `POST /api/sponsor/leads/{id}/notes` - Add note * [ ] `POST /api/sponsor/leads/export` - Export leads * [ ] Email notification service ### Permissions * [ ] Sponsors can only see their own leads * [ ] Lead data respects member privacy settings ### Business Rules * [ ] New lead notification sent immediately * [ ] Response time tracked * [ ] Lead data retained per policy * [ ] Member consent honored ### Error Handling * [ ] Email send failures logged * [ ] CRM sync failures notified