👥 Leads & Lists

Lead management, contact lists, and segmentation (scoped by tenant).

Purpose

Organize and manage leads/contacts with tenant-scoped lists and segmentation.

MVP Status

Current Status: Comprehensive documentation exists, MVP simplified to core features MVP Completion: Q1 2026 (3-5 weeks) Priority: P0 (Critical for campaign targeting)

MVP Gaps (2 Features)

1. Contact Import/Export Implementation (P0, 2-3 weeks) - CSV/Excel import with field mapping, validation, duplicate detection

2. Basic Contact Segmentation (P0, 1-2 weeks) - Static lists for campaign targeting (dynamic segmentation moved to Post-MVP)

Rationale: MVP simplified to essential features only. Complex features (dynamic segmentation, lead scoring, activity timeline, bulk operations) moved to Post-MVP to enable faster time-to-market with core functionality.

Features in This Category

✅ Available Now (Documented)

• Leads Management - Contact storage and segmentation

• Contact Segmentation - Dynamic and static contact segmentation

• Lead Scoring - Engagement-based lead scoring system

• Import/Export - Bulk contact import/export with field mapping

🚧 MVP Implementation Required (Q1 2026)

• Contact Import/Export System - Complete CSV/Excel import with validation and duplicate detection

• Basic Static Segmentation - Manual lists for campaign targeting

�� Post-MVP Enhancements (Q1-Q3 2026)

• Dynamic Contact Segmentation (Q1 2026) - Rule-based filtering with filter builder UI

• Basic Lead Scoring System (Q1 2026) - Behavioral scoring based on email engagement

• Contact Activity Timeline (Q1 2026) - Chronological interaction history

• Bulk Contact Operations (Q1 2026) - Multi-select actions for efficiency

• Lead Enrichment (Q1 2026) - Automated lead data enhancement

• Advanced Lead Scoring Models (Q2 2026) - Multiple models with custom formulas

• Contact Deduplication & Merge (Q2 2026) - Fuzzy matching and manual merge UI

• Contact Lifecycle Stages (Q3 2026) - Track contacts through sales funnel

• Contact Notes & Tasks (Q3 2026) - Sales follow-up and collaboration

🔮 Future Research (Q3 2026+)

• Third-Party Integrations Research Spike (Q3-Q4 2026) - Evaluate CRM sync, lead enrichment, advanced email validation

• Lead Analytics Improvements (Q4 2027) - Explore advanced analytics after 12+ months of production data

Related Documentation

Planning & Strategy

• Lead Management Roadmap - Detailed timeline and quarterly breakdown

• Product Roadmap - Overall product timeline

• Executive Roadmap - Strategic feature delivery

Route Specifications

• Tenant Leads Routes - 4 lead management routes with UI specs

API Documentation

• Leads API - Contact management endpoints

Implementation Tasks

• Epic 7: Leads Management - Internal task reference for implementation sequencing

Related Features

• Campaign Management - Use segments in campaigns

• Inbox Management - Reply management linked to contacts

• Integrations - CRM integrations (Post-MVP)

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