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Feature #186

closed

CRM Enhancement

Added by Rohit Maharjan 11 months ago. Updated about 2 months ago.

Status:
Done
Priority:
Medium
Assignee:
Sujan Byanjankar
Target version:
-
Start date:
10/30/2025
Due date:
01/08/2026
% Done:

100%

Estimated time:
(Total: 161:00 h)
Pricing:
Owner:

Subtasks 24 (0 open — 24 closed)

Feature #187: Batch Lead ImportDoneSujan Byanjankar10/30/202510/31/2025

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Feature #188: API to handle lead upload and insert into CRM process (Excel, CSV)DoneNabin Maharjan10/30/202510/31/2025

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Feature #189: UI to handle upload and display success/failure detail response from APIDoneSubhash Yadav10/31/202510/31/2025

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Feature #190: Lead AttributesDoneSujan Byanjankar10/31/202511/03/2025

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Feature #191: Add required fields in DB schema and handle field set in APIDoneNabin Maharjan10/31/202510/31/2025

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Feature #192: UI to integrate added fields in lead detail, add/update form (Web/FA)DoneSubhash Yadav11/03/202511/03/2025

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Feature #194: Bulk Lead conversionDoneSujan Byanjankar11/03/202511/04/2025

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Feature #195: API to handle multiple lead conversion to OpportunityDoneNabin Maharjan11/03/202511/03/2025

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Feature #196: UI to handle Lead filter/selection process for bulk conversion processDoneSubhash Yadav11/04/202511/04/2025

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Feature #375: Test Case submission (Genius)DoneSupreme Karki10/30/202511/04/2025

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Feature #376: Test Case Conclusion (Smart)DoneSmart Axiata11/05/202511/10/2025

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Feature #413: QA GeniusDoneSupreme Karki11/05/202511/10/2025

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Feature #414: UAT SmartDoneSmart Axiata11/12/202512/11/2025

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Feature #415: Release in ProductionDoneNabin Maharjan12/15/202512/15/2025

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Feature #458: Possible addition fields need to create (New field, customize filters…)DoneSujan Byanjankar12/15/202512/23/2025

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Feature #459: Develop Custom Fields, Lead Management & Inventory APIs with Dynamic FilteringDoneNabin Maharjan12/15/202512/17/2025

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Feature #460: Develop CRM UI – Custom Fields, Saved Filters, Leads & Inventory ManagementDoneSubhash Yadav12/18/202512/23/2025

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Feature #461: Test Case SubmissionDoneSupreme Karki12/19/202512/19/2025

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Feature #462: Test Case ConclusionDoneSmart Axiata12/23/202512/23/2025

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Feature #463: QA (Genius)DoneSupreme Karki12/24/202512/26/2025

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Feature #464: UAT (Smart)DoneSmart Axiata12/29/202512/31/2025

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Feature #465: Post Implementation & Rollback Document SubmissionDoneRohit Maharjan01/02/202601/02/2026

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Feature #466: CIP ApprovalDoneSmart Axiata01/05/202601/06/2026

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Feature #467: DeploymentDoneNabin Maharjan01/08/202601/08/2026

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