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Stakeholder

Date

Changes

Product

11/01/22

Status
colourGreen
titleDone

  • Form select dropdown (first step in dialog), needs to be able to search by form ID

  • Mapping step, add new row to have lead ID

  • Last step change wording from ‘edited in the background’ to 'processed in the background'

  • Add confirmation dialog with the ‘452 LEADS’ confirmation

  • On leads > view > notes, have a row to say what data has changed

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

Product

12/01/22

Status
colourGreen
titleDONE

  • CSV download template will have ‘lead id’, ‘field name', ‘field value'

  • Mapping step to map to 3 mapping row items ‘lead id’, ‘field name', 'field value’

Status
colourRed
titleRejected

  • ‘Form’ dropdown not required on first step, as bulk edit is not tied to campaign in any way

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

Client - Future B2B

25/01/22

Status
colourPurple
titleNo FEEDBACK

Client - CyberriskProduct

25/01/22

Status
colourGreen
titleDONE

  • Add more text to helper card on first step to say ‘Leads will only be processed if they have a status of ‘Invalid’ and have been generated by you/your organisation.’

    • Done

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

Client - IntentsifyCyberrisk

2725/01/22

Status
colourGreen
titleDONE

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

ProductClient - Intentsify

2527/01/22

Status
colourGreen
titleDONE

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

Add more text to helper card on first step to say ‘Data will only be processed if they have a status of ‘Invalid’ and have been generated by you.’

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Retrospective:

Info

To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

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