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Sales Cockpit: Lead Workspace

The Lead Workspace (/dashboard/sales/leads/[id]/lead-workspace) is an ergonomic Studio Split 3-column cockpit built for automotive sales executives to manage buyer interactions, vehicle matches, and deal progression.

Header & Quick Action Controls​

The top navigation header maintains vital prospect context and provides instant actions:

  • Pipeline Chevrons: Visual progression tracking across deal stages:
    • New (new): Recently captured prospect from web forms, WhatsApp, or showroom visits.
    • Contacted (contacted): Initial outreach attempted or completed.
    • Qualified (qualified): Budget, timeframe, and vehicle criteria validated.
    • Test Drive (test_drive): In-person or unaccompanied test drive scheduled or completed.
    • Negotiation (negotiation): Trade-in valuation and financing proposal under review.
    • Won (won) / Lost (lost): Deal concluded or closed with reason logging.
  • Action Buttons:
    • Message: Opens the docked omnichannel messaging composer.
    • Schedule (Planifier): Schedules a showroom appointment or test drive.
    • Create Dropdown: One-click creation of sales emails, pro forma quotes (devis), or purchase orders (contrats).
    • More Options (⋮): Lead merging, assignment re-routing, or marking as lost.

Canonical Workspace Tabs​

The center section of the workspace organizes prospect information into 5 structured tabs:

  1. Lead Details (lead-details):
    • Complete customer identity: full name, phone number, email, and postal address.
    • Financial readiness: maximum acquisition budget, payment method (cash, lease, bank loan), and financing deposit amount.
    • GDPR consent tracking: explicit opt-in timestamps for marketing SMS, WhatsApp, and promotional email outreach.
  2. Interested Cars (interested-cars):
    • Primary vehicle of interest matched against current stock.
    • Trade-in vehicle (reprise): current car details, mileage, estimated condition, and target trade-in value.
    • Price gap calculation between desired vehicle listed price and trade-in valuation.
  3. Lead Score (lead-score):
    • Composite AI scoring gauge evaluating prospect engagement velocity, link open rates, website visits, and budget compatibility.
    • Actionable recommendations to re-engage stalled leads.
  4. Contact Ways (contact-ways):
    • Aggregated omnichannel contact card showing preferred communication channel (Phone, WhatsApp, SMS, Email).
    • Direct call initiation and messaging shortcut buttons.
  5. Available Slots (available-slots):
    • Dealership calendar availability viewer.
    • Self-service public booking link generator (/booking/[token]) to send via SMS or WhatsApp.

Slide-Over Activity Drawers​

Access docked contextual drawers from the right-hand panel without leaving the workspace:

  • Notes: Pinned internal notes, follow-up alerts, and team mentions.
  • Tasks: Scheduled action items with due dates, priority tags, and assigned sales representatives.
  • Timeline: Chronological feed recording all lead interactions, incoming calls, dispatched booking links, and pipeline changes.
  • History: Immutable audit log of all field modifications and status updates.
  • Messaging: Integrated SMS and WhatsApp chat thread with template selectors.

Studio Split Customization​

The 3-column layout supports draggable column dividers (width range: 280px to 520px) and customizable layout presets that persist across sessions.