Objective
The lead view is here to enable the user to be able to perform an action on a lead. The user has the choice to perform a multitude of actions
Success metrics
Goal | Metric |
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Assumptions
Milestones
Requirements
Requirement | User Story | Importance | Jira Issue | Notes | |
|---|---|---|---|---|---|
| 1 | Reprocess a lead | As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), I then have the option to reprocess them and to re-run all of the ‘Processr Jobs’ and Value transforms for that specific lead(s) | HIGH | ||
| 2 | Flag a lead as Valid | As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), I have the option to flag a lead as Valid with the option to select why it has been accepted if one of the options does not apply the user can as well specify their own reason. Once flagging a lead as valid the user additionally has the option to then decide which integration they would like to run. | HIGH |
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| 3 | Flag a lead as Invalid | As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), I have the option to flag a lead as invalid with the option to select why it has been rejected, if one of the options does not apply the user can as well specify their own reason. | HIGH | ||
| 4 | Flag a lead as Test | As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), I have the option to flag a lead as a test with the option to select why it has been marked as a test lead, if one of the options does not apply the user can as well specify their own reason. | HIGH | ||
| 5 | Mark a lead as Undelivered | As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), If the lead is valid and undelivered, I have the option to mark a lead as delivered which in hand marks the lead as billable to the advertiser. The user will need to sign and confirm before performing the action. | HIGH | ||
| 6 | Mark a lead as Undelivered | As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), If the lead is valid and delivered, I have the option to mark a lead as undelivered which in hand marks the lead as not billable to the advertiser. The user will need to sign and confirm before performing the action. | HIGH | ||
| 7 | Bulk Edit | ||||
| 8 | Add Lead Data | ||||
| 9 | Edit Lead Data | ||||
| 10 | Pagination | ||||
| 11 | Custom Tables |
User interaction and design
Open Questions
Question | Answer | Date Answered |
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