Vexal Documentation by WileyLabs

Lead Workspace

Stable

Plugin: vexal-intake · Documented through 1.0.032

Updated:

Authorized clients manage leads on front routes—list, detail, and Add Lead—without WordPress admin chrome. Permanent deletion stays operator-only in wp-admin.

Routes

RoutePurpose
/vexal-intake/leads/Lead inbox (Active / Archived / All)
/vexal-intake/leads/add/Manual Add Lead (1.0.029+)
/vexal-intake/leads/{id}/Lead detail Workspace
?lead_view=active|archived|allPreserved across search, pagination, and per-page

Pretty permalinks require the plugin to be active and rewrite rules flushed. Inactive Intake produces a WordPress 404 for these paths even when other permalinks work.

Client actions (no permanent delete)

  • Archive — soft archive with optional reason; CRM status is unchanged
  • Mark as Spam — soft archive with reason spam
  • Restore — clears archive meta; returns the lead to the active inbox
  • Add Lead — manual entry via the shared submission repository (_wi_entry_source=manual); does not send public-form owner notification mail

Archive state is separate from CRM status (_wi_crm_*). While archived, CRM status changes are locked until restore.

Action buttons show a spinner / aria-busy loading state while POST redirects complete (1.0.032).

Operator-only permanent delete

Available only in WordPress admin on Intake submissions:

  • Requires manage / delete CPT capability and vexal_intake_delete_leads
  • Exact operator email from VEXAL_INTAKE_DELETE_OPERATOR_EMAIL (default nadmedia@gmail.com) — not a production filter
  • POST + nonce; CPT delete runs before file / invite cleanup
  • Minimal deletion audit (no lead PII payload)
  • Not exposed on front-end HTML, JavaScript config, or localized routes

Other administrators and clients cannot permanently delete leads.

Hub Leads card counts

Hub pulls Intake summaries via the Module Manifest + Workspace adapters. Count rules (1.0.030+):

FieldIncludes archived / spam?
total_leads, leads_todayYes — historical acquisition
active_leadsNo — non-archived only
archived_leadsYes — archived including spam
new_leads, open_leads, quoted_leadsNo — active workflow only

active_leads and archived_leads are additive; existing Hub fields remain compatible.

Version map

  • 1.0.029 — Operator delete + client Add Lead
  • 1.0.030 — Archive / spam / restore; Hub active/archived counts; delete hardening
  • 1.0.031 — Isolated test-database bootstrap for CLI suites (automated-test baseline)
  • 1.0.032 — Busy loaders on Lead Workspace action buttons

See also