Lead qualification
A new enquiry stays a lead until its need and next step are reviewed.
SALES · SAMPLE WORKFLOW
General CRM
Keep new leads separate from qualified opportunities. Carry the source and the next action through the handoff.
STEP 01
Capture a lead
A new enquiry stays a lead until its need and next step are reviewed.
This sample does not send outreach, calculate a forecast or connect a CRM account.
| Record | Stage | Next step | Sample control |
|---|---|---|---|
| Alder Works | New lead | Review fit | |
| North Studio | New lead | Clarify need | |
| Field & Form | New lead | Arrange discovery |
Explore a workflow step or change a sample record. Nothing leaves this page.
Which conversations deserve a place in the pipeline?
Deliberate conversion
The sample conversion moves a lead into the opportunity view once, without counting it twice.
Owned next action
Keep the proposed follow-up beside the customer context.
Make the next step specific.
This sample does not send outreach, calculate a forecast or connect a CRM account. A live version needs an agreed data model, permissions, persistence, acceptance tests and release approval.
Discuss this workflow ↗