MemberPulse
Client PortalDirectory

Lead Generation

View and manage leads generated through directory contact forms

Directory "leads" are primarily contact-form inquiries sent to the company/person listed in the directory.

Lead Tracking

Each lead captures:

  • Contact name and email
  • Company contacted
  • Message content
  • Submission timestamp
  • Lead status

By default, submitting an inquiry:

  • Delivers the message to the company/person (email notification and/or in-app inbox)
  • Stores the inquiry for audit/history and reporting

Lead Status

If enabled, staff/company users can optionally track a lightweight status:

New → Responded → Closed

Reports

  • Leads by company
  • Lead sources
  • Conversion rates
  • Response times

Features

Lead Generation

Acceptance Criteria

Frontend
  • UI supports the workflows described in this feature.
Backend / API
  • Backend behavior supports this feature as documented.
Permissions
  • Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
  • Inquiries are delivered to the respective company/person listing.
  • Inquiries are visible to the client/association and the respective company listing owner.
  • Anti-spam protections exist (rate limiting, captcha or equivalent).
Error Handling
  • Error states return clear messages and appropriate HTTP status codes.

Implementation Contracts

Backend (API)

GET    /api/directory/leads                  # List all leads
GET    /api/directory/leads/by-company       # Leads per company
GET    /api/directory/leads/stats            # Lead statistics
POST   /api/directory/{companyId}/contact    # Submit inquiry (contact form)

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