Local-first MVP web app for a commercial real estate investment sales lead qualification system.
Generated Prompt
## APPLICATION OVERVIEW This project is a web application designed to serve as a commercial real estate investment sales lead qualification system. Its primary purpose is to help brokerage teams identify, organize, and qualify potential California property owners who may want to sell investment real estate. The app will enable users to store lead data, track outreach, log details, and manage workflows efficiently. ## CORE FEATURES 1. **Lead Dashboard**: A central interface displaying a table of leads with crucial information such as owner name, property address, contact details, and lead status. Includes filtering and search functionalities for easy lead management. 2. **Lead Detail Page**: A comprehensive page for each lead containing sections for owner and property info, outreach history, notes, qualification summaries, and the ability to edit details and log interactions. 3. **Qualification Workflow**: A straightforward lead qualification system with various statuses (e.g., New, Contacted, Qualified Seller) and motivation scoring to evaluate seller intent and fit. 4. **Outreach Logging**: A feature to log different types of outreach activities (phone, email, meetings) with details on the outcome, summary notes, and follow-up actions. 5. **CSV Import/Export**: Functionality for importing lead data from CSV files and exporting filtered lead lists, making it easy to manage and share data. 6. **Document and Notes Management**: Allow users to attach relevant documents and notes to leads, ensuring essential information is easily accessible. ## DESIGN SPECIFICATIONS - **Visual Style**: Minimalist design with a focus on clean layouts, ample white space, and clear typography to enhance usability. - **Color Mode**: Light theme featuring dark text on light backgrounds for readability and professionalism. - **Layout**: The main layout should consist of a responsive grid structure, with a sidebar for navigation and a primary content area displaying lead details and dashboards. - **Typography**: Use a modern, sans-serif font such as Inter or Roboto for clear visibility, with a hierarchy that differentiates headings, subheadings, and body text. ## TECHNICAL REQUIREMENTS - **Framework**: React with TypeScript for a robust, type-safe application. - **Styling**: Tailwind CSS for efficient styling and responsive design. - **UI Components**: Utilize shadcn/ui for pre-built components that align with the app’s minimalist aesthetic. - **State Management**: Use React Context or Redux for state management as needed. ## IMPLEMENTATION STEPS 1. **Set up the project**: Initialize a new React project with TypeScript and install Tailwind CSS and shadcn/ui. 2. **Create the Lead Dashboard**: Implement the main dashboard component, including the table for displaying leads and the filtering/search functionality. 3. **Develop the Lead Detail Page**: Create a detail view for leads with sections for editing, logging outreach, and attaching documents. 4. **Implement the Qualification Workflow**: Develop the workflow system with status tracking and motivation scoring fields. 5. **Build Outreach Logging**: Create the logging functionalities for different outreach types with the necessary input fields and record functionalities. 6. **Integrate CSV Import/Export**: Add features to handle CSV file uploads and downloads for lead data management. 7. **Document and Notes Management**: Implement the functionality for users to attach files and notes to individual leads. 8. **Test the application**: Conduct thorough testing to ensure usability, responsiveness, and performance. ## USER EXPERIENCE Users will interact with a clean and intuitive interface, navigating through the lead dashboard to view and manage leads. They can easily access detailed information for each lead, log outreach activities, and update qualification statuses. The design prioritizes a fast, professional feel, ensuring that users can efficiently perform their tasks throughout their workday. The application will be responsive, allowing users to access it on various devices while maintaining functionality and usability.
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