# LeadPilot — Pipeline & Kanban UX Architecture

**Document Version:** 1.0.0 (Phase 3 UX Architecture Lock)  
**Status:** Approved & Formally Recorded  
**Primary Screen IDs:** `LP-PIPE-001` (Kanban Board), `LP-PIPE-002` (List View), `LP-PIPE-003` (Lost Modal)  

---

## 1. Pipeline Kanban Board Layout (`LP-PIPE-001`)

```
+---------------------------------------------------------------------------------------------------------------+
| Sales Pipeline                                [ View: [|| Kanban] [= List] ]              [ + New Lead (N) ]  |
+---------------------------------------------------------------------------------------------------------------+
| NEW (4) — $24k       | CONTACTED (6) — $45k  | QUALIFIED (5) — $62k  | PROPOSAL (3) — $38k   | WON (12) — $142k|
+----------------------+-----------------------+-----------------------+-----------------------+-----------------+
| ┌──────────────────┐ | ┌──────────────────┐  | ┌──────────────────┐  | ┌──────────────────┐  | ┌─────────────┐ |
| │ Rajesh Patel     │ | │ David Miller     │  | │ Acme Logistics   │  | │ Priya Sharma      │  | │ TechCorp Inc │ |
| │ App Discovery    │ | │ Brand Identity   │  | │ Custom Portal    │  | │ Web Redesign ($12k)│  | │ $25,000.00    │ |
| │ [HOT 88]         │ | │ [WARM 65]        │  | │ [WARM 70]        │  | │ [HOT 92]            │  | │ [WON Aug 28] │ |
| │ Follow: Overdue  │ | │ Follow: Tomorrow │  | │ Follow: Day 3    │  | │ Follow: Due Today  │  | │ Closed: Alex │ |
| └──────────────────┘ | └──────────────────┘  | └──────────────────┘  | └──────────────────┘  | └─────────────┘ |
| ┌──────────────────┐ |                       |                       |                       |                 |
| │ Sarah Jenkins    │ |                       |                       |                       |                 |
| │ SEO Package ($3k)│ |                       |                       |                       |                 |
| │ [COLD 45]        │ |                       |                       |                       |                 |
| └──────────────────┘ |                       |                       |                       |                 |
+---------------------------------------------------------------------------------------------------------------+
| [ DROP ZONE (Bottom Right Slide-Up when dragging): [X Drop here to mark as LOST] ]                             |
+---------------------------------------------------------------------------------------------------------------+
```

---

## 2. Mandatory Lost Reason Modal (`LP-PIPE-003`)

When a lead card is dragged into the `Lost` dropzone or switched to `Lost` via dropdown, this modal is triggered. **Submission is strictly blocked** until a valid reason is selected:

```
+-----------------------------------------------------------------------------------+
|  Mark Lead as Lost: Priya Sharma                                                  |
+-----------------------------------------------------------------------------------+
|                                                                                   |
|  Select the primary reason this opportunity was lost:                             |
|  ( * ) Price (Quote too high / out of budget)                                     |
|  (   ) Competitor (Selected another agency or tool)                               |
|  (   ) No Response (Unresponsive after multiple follow-up attempts)               |
|  (   ) Not Qualified (Wrong geography, unsupported service)                       |
|  (   ) Timing (Project postponed or cancelled)                                    |
|  (   ) Other                                                                      |
|                                                                                   |
|  Additional Notes (Optional):                                                     |
|  [ Client selected local vendor who discounted 20%. Keep in touch for Q4.       ] |
|                                                                                   |
|                                            [ Cancel ]    [ Confirm Mark as Lost ] |
+-----------------------------------------------------------------------------------+
```