Lead Management System

🚀 Quick Start

👤

Admin Access

Manage leads, create telecallers, monitor calls, and track performance.

Login as Admin →

Default Credentials:

Username: admin
Password: admin123

📱

Telecaller Access

Make calls, update lead info, submit call status - optimized for mobile.

Telecaller Login →

📚

Documentation

Setup guides, API docs, and detailed feature documentation.

Read Docs →

✨ Key Features

Manage leads (add, edit, delete)

Mark important leads with bold

Bulk import via CSV

Assign leads to telecallers

Mobile-optimized interface

Track call status & results

Call statistics & analytics

Secure authentication

📖 Documentation

📄 README.md
Main documentation with features overview and usage guide
⚙️ SETUP.md
Step-by-step setup instructions for XAMPP, PHP server, and Docker
🔌 API_DOCUMENTATION.md
Complete API reference with all endpoints and examples
📁 FILE_STRUCTURE.md
Project structure, file descriptions, and configuration guide
🗄️ DB_CREATION_QUERY.sql
Standalone SQL file with all database queries and comments
📊 sample-leads.csv
Sample CSV file for testing bulk lead import

🛠️ Setup Instructions

Method 1: XAMPP (Recommended)

Download and install XAMPP from apachefriends.org
Start Apache and MySQL services
Copy project to htdocs folder
Import database.sql via phpMyAdmin
Update php/config.php with DB credentials
Visit http://localhost/login.html

Method 2: PHP Built-in Server

Create database: mysql -u root -p < db/database.sql
Update php/config.php
Run: php -S localhost:8000
Visit http://localhost:8000/login.html

⚠️ Important: Always change the default admin password after first login. Create a new admin account and delete the default one.

👥 System Roles

Admin

Create and manage leads
Mark leads as important
Assign leads to telecallers
Bulk import leads via CSV
Create new telecaller accounts
Monitor call completion
View call history and results

Telecaller

View assigned leads
Call customers
Submit call information
Add customer details (address, name)
Set call status
Add remarks/notes
Mobile-optimized interface

🔒 Security

Password hashing with bcrypt

Session-based authentication

SQL injection prevention

Input validation & sanitization

CSRF protection

Role-based access control

📊 Database Schema

Two main tables with proper relationships:

users - Admin and telecaller accounts
id, username, password, role, full_name, email, is_active, timestamps
leads - Lead information and call tracking
id, mobile_number, name, is_bold, assigned_to, is_called, called_by, lead_status, address, remarks, timestamps

💡 Pro Tips

Use CSV bulk import for large lead databases

Mark important leads to prioritize calls

Check call statistics regularly

Back up database weekly

Monitor call completion rates

Use remarks for follow-up notes

📞 Getting Help

Check SETUP.md for installation issues
Read README.md for feature help
See API_DOCUMENTATION.md for development
Review DB_CREATION_QUERY.sql for database help
Check PHP error logs for server issues

📱 Browser Support

Works on all modern browsers:

Chrome/Chromium 60+

Firefox 55+

Safari 12+

Edge 79+

Mobile browsers

Ready to Get Started?

Login with the default admin account and start managing your leads today.

Go to Login →

📞 Lead Management System

Welcome to Your Lead Management System