Sponsor PortalJourneys
UJ-S-012: Receive and Manage Directory Leads
Sponsor receives and manages leads from directory inquiries
Journey Overview
| Attribute | Value |
|---|---|
| Journey ID | UJ-S-012 |
| Actor | Sponsor Admin |
| Goal | Receive and follow up on member inquiries |
| Trigger | Member contacts company through directory |
| Outcome | Lead captured and processed |
Preconditions
- Sponsor has directory listing
- Lead capture enabled for listing
- Sponsor portal access
Journey Flow
flowchart TD
A[Member submits inquiry] --> B[Lead created]
B --> C[Sponsor notified]
C --> D[Sponsor views lead]
D --> E[Review lead details]
E --> F{Follow up action}
F -->|Contact| G[Respond to lead]
F -->|Archive| H[Archive lead]
F -->|Export| I[Export to CRM]
G --> J[Update lead status]
J --> K[Track outcome]Detailed Steps
- Receive Lead Notification
When member contacts company:
Email Notification:
Subject: New Lead from Member Directory Hi Acme Team, You have a new inquiry from a member: Name: John Smith Email: john@company.com Phone: 0412 345 678 Company: ABC Corporation Subject: Request Quote Message: "We're interested in your consulting services for our digital transformation project..." [View Lead in Portal] [Reply to Lead] - Access Leads Dashboard
Navigate to Leads:
┌─────────────────────────────────────────────────────────────┐ │ Directory Leads 🔔 3 New │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Filter: [All Status ▼] [This Month ▼] [All Sources ▼] │ │ │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 🔵 NEW │ │ │ │ John Smith • ABC Corporation │ │ │ │ Subject: Request Quote │ │ │ │ Received: 2 hours ago │ │ │ │ [View] [Quick Reply] [Mark as Read] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 🟡 IN PROGRESS │ │ │ │ Sarah Johnson • XYZ Inc │ │ │ │ Subject: Partnership Opportunity │ │ │ │ Received: 2 days ago • Last contact: Yesterday │ │ │ │ [View] [Update Status] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 🟢 CONVERTED │ │ │ │ Mike Chen • Tech Solutions │ │ │ │ Subject: General Inquiry │ │ │ │ Received: 1 week ago • Converted: 3 days ago │ │ │ │ [View] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ └─────────────────────────────────────────────────────────────┘ - View Lead Details
Click to view full lead:
┌─────────────────────────────────────────────────────────────┐ │ Lead Details │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Contact Information │ │ ────────────────── │ │ Name: John Smith │ │ Email: john@company.com │ │ Phone: 0412 345 678 │ │ Company: ABC Corporation │ │ Position: Operations Manager │ │ Location: Sydney, NSW │ │ │ │ Inquiry Details │ │ ─────────────── │ │ Subject: Request Quote │ │ Received: March 15, 2025 at 10:30 AM │ │ Source: Member Directory │ │ │ │ Message: │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ We're interested in your consulting services for our │ │ │ │ digital transformation project. We're a mid-sized │ │ │ │ company looking to modernize our operations. Could we │ │ │ │ schedule a call to discuss? │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ Member Profile │ │ ────────────── │ │ Membership: Professional (Active since 2022) │ │ Interests: Digital Transformation, Operations │ │ Events Attended: 5 │ │ [View Full Profile] (if permitted) │ │ │ │ Status: [New ▼] │ │ Notes: [Add notes... ] │ │ │ │ [Reply via Email] [Export to CRM] [Archive] │ │ │ └─────────────────────────────────────────────────────────────┘ - Update Lead Status
Track lead progress:
Status Description New Unread lead Read Viewed but no action In Progress Being followed up Contacted Outreach made Meeting Scheduled Call/meeting booked Proposal Sent Quote provided Converted Became customer Lost Did not convert Archived No longer active - Respond to Lead
Reply options:
Via Platform:
- Click "Reply via Email"
- Compose response
- Sent from sponsor email (or system)
Externally:
- Copy email address
- Reply from company email
- Update status manually
- Export to CRM
Push lead to external CRM:
- Salesforce integration
- HubSpot integration
- CSV export
- Manual entry with copied details
Lead Analytics
┌─────────────────────────────────────────────────────────────┐
│ Lead Statistics - March 2025 │
├─────────────────────────────────────────────────────────────┤
│ │
│ Total Leads: 28 │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ ████████████████░░░░ 80% Response Rate │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ By Status: │
│ • New: 3 │
│ • In Progress: 8 │
│ • Converted: 12 │
│ • Lost: 5 │
│ │
│ Conversion Rate: 42.8% │
│ Avg Response Time: 4.2 hours │
│ │
│ [Download Report] │
│ │
└─────────────────────────────────────────────────────────────┘Related Entities
Related Journeys
Acceptance Criteria
Frontend
- Leads dashboard with filtering
- Lead detail view
- Status management
- Reply functionality
- Notes/activity log
- Lead analytics
- Export options
- Real-time notifications
Backend
-
GET /api/sponsor/leads- List leads -
GET /api/sponsor/leads/{id}- Lead details -
PUT /api/sponsor/leads/{id}- Update status -
POST /api/sponsor/leads/{id}/notes- Add note -
POST /api/sponsor/leads/export- Export leads - Email notification service
Permissions
- Sponsors can only see their own leads
- Lead data respects member privacy settings
Business Rules
- New lead notification sent immediately
- Response time tracked
- Lead data retained per policy
- Member consent honored
Error Handling
- Email send failures logged
- CRM sync failures notified