Create App

  • Create an app on test.wordpoets.com named “Lead Processing”.
  • Add config and modules.
  • Avoid adding pages.

Create Table

  • Create a table in the database named lead-processing-meta with the following columns.
    • object_id
    • coll_id
    • coll_type
    • meta_key
    • meta_value

Create Modules

  • Create the following modules.
  • 3.1: add-lead – Add a form with the following fields:
    • First Name
    • Last Name
    • Email
    • Phone
    • Address
    • City
    • Pincode
  • Use form control services.
  • Use the session ticket to submit the form.
  • Add submission-save template in the same modules.
  • On form submission:
    • Create a new lead using the DB services
    • The service is already available in DB services -> meta
    • Set ‘coll_id’ as ‘cust_lead’
    • Set ‘coll_type’ as ‘lead-info’
    • Set the following meta keys:
      • object_id / lead_idLEAD{unique_number}
      • created_datetimeY-m-d H:i:s
      • created_dateYmd
      • ip{ip}
    • Set coll_type as ‘lead-meta’
    • Set the following meta keys:
      • first_name
      • last_name
      • email
      • phone
      • address
      • city
      • pincode
    • Display a feedback message: “Lead successfully added”.
    • Trigger a notification email to the lead’s email with the lead details, and add your email as a CC recipient.
  • 3.2. manage-leads – Display a list of leads with the following filters:
    • First Name
    • Last Name
    • Email
    • City
    • Pincode
  • Include an “Add Lead” button that opens the add-lead module.
  • Provide an option to delete selected leads.
    • create a delete-lead template in the same module.
    • execute delete operation in that using the object_id.

By following these steps, you’ll create a “Lead Processing” app with the necessary functionality to add and manage leads, store lead information in the database, and send notification emails.