Disposition: {{ $lead->disposition }}
@if (!auth()->user()->hasRole('Conservation Admin'))
{{ $lead->conservationAdmins()->first()?->name ? ' (Conservation)' : '' }}
@endif
@if (array_key_exists('disposition', $groupedActivities))
@if ($lead->conservation_action)
Conservation Action: {{ $lead->conservation_action }}
@if (array_key_exists('conservation_action', $groupedActivities))
@endif
@can('update-leads')
@can('update', $lead)
Edit
@endcan
@endcan
Working Team
@if (auth()->user()->hasRole('Agency')) @if($lead->creator_id !== null) @endif @endif- Agency: @if ($lead->agent) @foreach ($lead?->agent?->agencies as $agency) {{ $agency?->name ?? '' }} @endforeach @endif @if($lead->creator_id == null)
- Marketer: {{ $lead->marketer?->name ?? '' }} @endif
- Agent: {{-- {{ $lead->agents[0]?->name ?? '' }} --}} {{ $lead->agent?->name ?? '' }} @if($lead->creator_id == null)
- Office Admin: {{ $lead->marketer?->officeAdmin?->name ?? $lead->office_admin }}
- Office Manager: {{ $lead->marketer?->officeManager?->name ?? '' }} @endif
-
Conservation Admin:
{{ $lead->conservationAdmins[0]?->name ?? '' }}
@if (auth()->user()->hasRole('Super Admin'))
@if (array_key_exists('conservation_admin_id', $groupedActivities))
@endif @endif
@if ($lead->conservationAgent)
-
Conservation Agent:
{{ $lead->conservationAgent->name ?? '' }}
@if (auth()->user()->hasRole('Super Admin'))
@if (array_key_exists('conservation_agent_id', $groupedActivities))
@endif @endif
@endif
@if (in_array('agent_comment', $defaultFields))
@if ($lead->agent_comment != '')
@endif
@endif
@if (in_array('agency_comment', $defaultFields))
@if ($lead->agency_comment != '')
@endif
@endif
@if (in_array('conservation_comment', $defaultFields))
@if ($lead->conservation_comment != '')
@endif
@endif
@if (array_key_exists('agent_comment', $groupedActivities))
{{ $lead->agent_comment }}
@if (array_key_exists('agency_comment', $groupedActivities))
{{ $lead->agency_comment }}
@if (array_key_exists('conservation_comment', $groupedActivities))
{{ $lead->conservation_comment }}
Lead Details
@unlessrole('Marketer')
@if(auth()->user()->hide_info)
@if (
($lead->duplicateOf != null &&
App\Helpers\Helper::checkIfParentLeadsAreNotDeleted($lead->duplicateOf)) ||
($lead->duplication_by_ssn != null &&
App\Helpers\Helper::checkIfParentLeadsAreNotDeleted($lead->duplication_by_ssn))
)
Duplicate Lead
@endif
@else
@if ($lead->duplicateOf != null && App\Helpers\Helper::checkIfParentLeadsAreNotDeleted($lead->duplicateOf))
Duplicate Contact
@foreach (App\Helpers\Helper::duplicateOf($lead->duplicateOf) as $duplicate)
-
@role('Super Admin')
{{ $duplicate->leadId }}
@else
{{ $duplicate->leadId }}
@endrole
@endforeach
@endif
@if ($lead->duplication_by_ssn != null && App\Helpers\Helper::checkIfParentLeadsAreNotDeleted($lead->duplication_by_ssn))
Duplicate SSN
@foreach (App\Helpers\Helper::duplicateOf($lead->duplication_by_ssn) as $duplicate)
-
@role('Super Admin')
{{ $duplicate->leadId }}
@else
{{ $duplicate->leadId }}
@endrole
@endforeach
@endif
@endif
@endunlessrole
-
@foreach (App\Helpers\Helper::duplicateOf($lead->duplicateOf) as $duplicate)
-
@role('Super Admin')
{{ $duplicate->leadId }}
@else
{{ $duplicate->leadId }}@endrole
@endforeach
-
@foreach (App\Helpers\Helper::duplicateOf($lead->duplication_by_ssn) as $duplicate)
-
@role('Super Admin')
{{ $duplicate->leadId }}
@else
{{ $duplicate->leadId }}@endrole
@endforeach
About
- Lead Id: {{ $lead->leadId }}
- Passcode: {{ $lead->passcode ?? 'Nill' }}
- Lead-Type: {{ $lead->lead_type }} @if (in_array('lead_source', $defaultFields))
-
Lead
Source:
{{ $lead->lead_source ?? 'Nill' }}
@if (array_key_exists('lead_source', $groupedActivities))
@endif
@endif
@if (!auth()->user()->hasRole('Marketer') || (auth()->user()->hasRole('Marketer') && $lead->marketer_can_edit))
-
Contact Numbers:
-
@if (in_array('primary_contact', $defaultFields))
-
Primary: US (+1) {{ $lead->primary_contact ?? 'Nill' }}
@if (array_key_exists('primary_contact', $groupedActivities))
@endif
@endif
@if (in_array('secondary_contact', $defaultFields))
-
Secondary: US (+1) {{ $lead->secondary_contact ?? 'Nill' }}
@if (array_key_exists('secondary_contact', $groupedActivities))
@endif
@endif
@if (in_array('other_contact', $defaultFields))
-
Other: US (+1) {{ $lead->other_contact ?? 'Nill' }}
@if (array_key_exists('other_contact', $groupedActivities))
@endif
@endif
@endif
@if (!auth()->user()->hasRole('Marketer') || (auth()->user()->hasRole('Marketer') && $lead->marketer_can_edit))
@if (in_array('ssn', $defaultFields))
-
Primary: US (+1) {{ $lead->primary_contact ?? 'Nill' }}
@if (array_key_exists('primary_contact', $groupedActivities))
-
Social
Security Number:
{{ $lead->ssn ?? 'Nill' }}
@if (array_key_exists('ssn', $groupedActivities))
@endif
@endif
@endif
-
Insurance:
-
@if (in_array('carrier_id', $defaultFields))
-
{{-- Carrier: {{ $lead->product->plan->carrier->name ?? 'Nill' }} --}}
Carrier: {{ $lead->carrier?->name ?? 'Nill' }}
{{-- @if (array_key_exists('primary_contact', $groupedActivities))
@endif --}} @if (array_key_exists('carrier_id', $groupedActivities)) @endif @if ($lead->carrier && $lead->carrier->carrier_links) @foreach ($lead->carrier->carrier_links as $link) {{ $link['title'] }} @endforeach @endif
@endif
@if (in_array('plan_id', $defaultFields))
-
{{-- Plan: {{ $lead->product->plan->name ?? 'Nill' }} --}}
Plan: {{ $lead->plan?->name ?? 'Nill' }}
{{-- @if (array_key_exists('secondary_contact', $groupedActivities))
@endif --}} @if (array_key_exists('plan_id', $groupedActivities)) @endif
@endif
@if (in_array('product_id', $defaultFields))
-
Product: {{ $lead->product?->name ?? 'Nill' }}
{{-- @if (array_key_exists('other_contact', $groupedActivities))
@endif --}} @if (array_key_exists('product_id', $groupedActivities)) @endif
@endif
{{-- -
{{-- Carrier: {{ $lead->product->plan->carrier->name ?? 'Nill' }} --}}
Carrier: {{ $lead->carrier?->name ?? 'Nill' }}
{{-- @if (array_key_exists('primary_contact', $groupedActivities))
-
First
Name:
{{ $lead->first_name ?? 'Nill' }}
@if (array_key_exists('first_name', $groupedActivities))
@endif -
Last
Name:
{{ $lead->last_name ?? 'Nill' }}
@if (array_key_exists('last_name', $groupedActivities))
@endif -
Address:
{{ $lead->address ?? 'Nill' }}
@if (array_key_exists('address', $groupedActivities))
@endif -
City:
{{ $lead->city ?? 'Nill' }}
@if (array_key_exists('city', $groupedActivities))
@endif -
State:
{{ $lead->state ?? 'Nill' }}
@if (array_key_exists('state', $groupedActivities))
@endif -
Zip
Code:
{{ $lead->zip_code ?? 'Nill' }}
@if (array_key_exists('zip_code', $groupedActivities))
@endif -
Age:
{{ $lead->age ?? 'Nill' }}
@if (array_key_exists('age', $groupedActivities))
@endif -
Date of
Birth:
{{ $lead->dob ?? 'Nill' }}
@if (array_key_exists('dob', $groupedActivities))
@endif -
Social
Security Number:
{{ $lead->ssn ?? 'Nill' }}
@if (array_key_exists('ssn', $groupedActivities))
@endif --}}
{{-- -
Gender:
{{ $lead->gender ?? 'Nill' }}
@if (array_key_exists('gender', $groupedActivities))
@endif --}}
Other Details
-
@foreach ($leadFormDynamicFields as $key => $field)
@if (App\Helpers\Helper::chekIfUserHasPermissionOfField($field->permissions))
@if (!auth()->user()->hasRole('Marketer') || ($field->field_name != 'comments' && $field->field_name != 'address' && $field->field_name != 'social_number'))
@if ($field->field_type == 'image')
-
{{ ucwords(str_replace('_', ' ', $field->field_name)) }}:
@if (isset($lead->leadFormDynamicFieldData['data'][$field->field_name]) &&
$lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value']
)
![{{ $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] ?? 'image' }}]({{ asset($lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] ?? 'avatar.png') }})
@else
Nill
@endif
@elseif($field->field_type == 'file')
- {{ ucwords(str_replace('_', ' ', $field->field_name)) }}: @if (isset($lead->leadFormDynamicFieldData['data'][$field->field_name]) && $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] ) Download @else Nill @endif @else @if ($field->field_name == 'payment_type') @if (!auth()->user()->hasRole('Marketer'))
-
@if (array_key_exists($field->field_name, $groupedActivities))@if (isset($lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value']) && $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] == 'Card')
@endif {{ ucwords(str_replace('_', ' ', $field->field_name)) }}: {{ $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] ?? '' }} -
@if (in_array('name_appears_on_the_card', $defaultFields))
-
Name Appears On The Card:
{{ $lead->name_appears_on_the_card ?? 'Nill' }}
@if (array_key_exists('name_appears_on_the_card', $groupedActivities))
@endif
@endif
@if (in_array('card_number', $defaultFields))
-
Card Number:
{{ $lead->card_number ?? 'Nill' }}
@if (array_key_exists('card_number', $groupedActivities))
@endif
@endif
@if (in_array('expiration_date', $defaultFields))
-
Expiration Date:
{{ $lead->expiration_date ?? 'Nill' }}
@if (array_key_exists('expiration_date', $groupedActivities))
@endif
@endif
@if (in_array('cvv', $defaultFields))
-
CVV:
{{ $lead->cvv ?? 'Nill' }}
@if (array_key_exists('cvv', $groupedActivities))
@endif
@endif
-
@if (in_array('account_title', $defaultFields))
-
Account Title:
{{ $lead->account_title ?? 'Nill' }}
@if (array_key_exists('account_title', $groupedActivities))
@endif
@endif
@if (in_array('bank_name', $defaultFields))
-
Bank Name:
{{ $lead->bank_name ?? 'Nill' }}
@if (array_key_exists('bank_name', $groupedActivities))
@endif
@endif
@if (in_array('routing_number', $defaultFields))
-
Routing Number:
{{ $lead->routing_number ?? 'Nill' }}
@if (array_key_exists('routing_number', $groupedActivities))
@endif
@endif
@if (in_array('account_number', $defaultFields))
-
Account Number:
{{ $lead->account_number ?? 'Nill' }}
@if (array_key_exists('account_number', $groupedActivities))
@endif
@endif
@if (in_array('account_ownership', $defaultFields))
-
Account Ownership:
{{ $lead->account_ownership ?? 'Nill' }}
@if (array_key_exists('account_ownership', $groupedActivities))
@endif
@endif
@if (in_array('account_type', $defaultFields))
-
Account Type:
{{ $lead->account_type ?? 'Nill' }}
@if (array_key_exists('account_type', $groupedActivities))
@endif
@endif
@if (in_array('account_opening_state', $defaultFields))
-
Accout Opening State:
{{ $lead->account_opening_state ?? 'Nill' }}
@if (array_key_exists('account_opening_state', $groupedActivities))
@endif
@endif
@endif
@else
@if (
$field->field_name != 'social_number' ||
!auth()->user()->hasRole('Marketer') ||
(auth()->user()->hasRole('Marketer') && $lead->marketer_can_edit))
-
Name Appears On The Card:
{{ $lead->name_appears_on_the_card ?? 'Nill' }}
@if (array_key_exists('name_appears_on_the_card', $groupedActivities))
-
{{ ucwords(str_replace('_', ' ', $field->field_name)) }}:
@php
$value = $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] ?? null;
@endphp
@if ($field->field_type == 'checkbox')
{{ isset($lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value']) && $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] == 1 ? 'Yes' : 'No' }}
@elseif($field->field_type == 'phone')
US (+1)
{{ $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] ?? '' }}
@elseif($field->field_name == 'face_amount')
{{ !empty($lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'])
? number_format((float) $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'], 2)
: '' }}
@elseif(in_array($field->field_name, ['application_date', 'initial_draft_date']))
{{ $value ? \Carbon\Carbon::parse($value)->format('M-d-Y') : 'N/A' }}
@elseif($field->field_name == 'future_draft_date')
{{ $value ? \Carbon\Carbon::parse($value)->format('M-Y') : 'N/A' }}
@else
{{ $lead->leadFormDynamicFieldData['data'][$field->field_name]['field_value'] ?? '' }}
@endif
@if (array_key_exists($field->field_name, $groupedActivities))
@endif
@endif
@endif
@endif
@endif
@endif
@endforeach
@if (in_array('smoker', $defaultFields))
-
Smoker:
{{ $lead->smoker ?? 'Nill' }}
@if (array_key_exists('smoker', $groupedActivities))
@endif
@endif
@if (in_array('policy_number', $defaultFields))
-
Policy
Number:
{{ $lead->policy_number ?? 'Nill' }}
@if (array_key_exists('policy_number', $groupedActivities))
@endif
@endif