Install Laravel and Filament

• Laravel Installation: create-project laravel/laravel laravel-crm-filament
• Filament Installation

      composer require filament/filament
      php artisan filament:install --panels
      php artisan make:filament-user
  

• Logging Into Filament

Creating Lead Sources Resource

• Create lead_sources DB structure: Model/Migration and a belongsTo relationship with customers
• Create Seeds with semi-real data without factories
• Create a Filament Resource for Lead sources
• Add a DeleteAction to the table with validation if that record is used
• Add lead source information to the Customer Resource table/form
• Divide the menu into two levels: introduce Settings parent menu item

Creating Customers Resource

• Create DB structure for Customers: Model/Migration
• Create Factories/Seeds for testing data
• Generate Filament Resource directly from the DB structure
• Hide the deleted_at column from the table
• Merge first_name and last_name into one table column

Creating Tags for Customers

• Create tags DB structure: Model/Migration and a belongsToMany relationship with customers
• Create Seeds with semi-real data without factories
• Create a Filament Resource for Tags
• Add a ColorPicker field to the form and a ColorColumn column to the table
• Add a DeleteAction to the table with validation if that record is used
• Add tags to the Customer form with Select::make()->multiple()
• Add tags to the Customer table in the same column of name using formatStateUsing() and rendering a separate Blade View

Pipeline Stages Resource: Reorderable

• Create pipeline_stages DB structure: Model/Migration and a hasMany relationship to customers
• Create Seeds with semi-real data without factories
• Create a Filament Resource for Pipeline Stages
• Auto-assign the new position to a new Pipeline Stage
• Make the table reorderable with the position field
• Add a Custom Action Set Default with confirmation
• Add a DeleteAction to the table with validation if that record is used
• Add pipeline stage information to the Customer Resource table/form

Moving Customers through Pipeline Stages

• Create a CustomerPipelineStage Model to save the history of the Customer's Pipeline Stage changes and any comments added.
• Add a custom Table Action to move customers to other pipeline stages.
• Add creating and updating action Observers to our Customer Model to save the history.

Customers by Stage: Tabs with Numbers

• Dynamically create tabs for each Pipeline Stage
• Create a new tab called All to show all Customers
• Add counters to each tab to show how many Customers are in each group

SoftDeletes: Archive and Restore Customers

• Add the Archived tab to the Customers table
• Add Delete button to the table
• Add the Restore button to the Archived tab
• Disable row click on the Archived tab

Customer View Page with Infolist

Customer Documents: Upload/Download

Custom Fields for Customers

Customers in a Draggable Kanban Board

• Creating Custom Page - Our Customer Board php artisan make:filament-page ManageCustomerStages

Roles/Permissions: Manage Employees

• Creating Roles Model and Database structure
• Creating Users Resource
• Adding Employees to Customers
• Adding Employee Changes to Customer History
• Limiting Employee Access

Employee User Invitations Process

• Create Invitation Model and Database tables
• Modify UserResource Create Button Action - to Invite the Employee
• Creating Custom Registration Page
• Creating and Sending the Email

Customer Tasks and Calendar View

• Create Task Model and Database
• Add Create Task button to the Customer list
• Add Task List to the Customer Page
• Add Task Resource with Tabs
• Adding Tabs to the Task Resource
• Add a Calendar Page for Tasks

Create Customer Quotes with Products

• Creating the Product Model
• Creating Product Resource
• Creating the Quote Model
• Creating Quote Resource
• Create Quotes From Customer Table

Generate Quote PDF

• Creating a Simple View Page for Quote
• Installing PDF Package
• Generating PDF
• Displaying PDF in View Page