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Leads - Edit - Invalidation Reasons

Leads - Edit - Invalidation Reasons

Overview:

Description

Changes to lead edit invalidation resasons to allow for better reporting.

Type

Client Request

Story

 

Mockup

 

Ticket

 

Assets

 


Quantitative Data:

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Link

Date Range

Item

Metric & Value

Assumption

Link

Date Range

Item

Metric & Value

Assumption

 

00/00/2021
to
00/00/2021
(0 Days)

 

Metric name

  • Metric Value

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum


Competitor Research:

Function

Findings

Image

Takeaways

Function

Findings

Image

Takeaways

 

 

 

Embrace

Reject

TO DISCUSS


Proposal Feedback:

Stakeholder

Date

Changes

Stakeholder

Date

Changes

 

 

Done

Rejected

need more info

TO DISCUSS

TO DO

  • Flag/manage dialog:

    • Change invalidation reasons to radio buttons

    • Remove 'other'

    • Add new 'comments' section with text area

    • New table column to pick invalidation reason (maybe under flagging reason dialog?)

 


Retrospective:

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

User Feedback

Stakeholder

Date

Description

Stakeholder

Date

Description

 

 

 

 

 

 

Quantitative Data

Link

Date Range

Item

Metric & Value

Assumption

Link

Date Range

Item

Metric & Value

Assumption

 

00/00/2021
to
00/00/2021
(0 Days)

 

Metric name

  • Metric Value

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum