Task Flow Mickael Rutembya · Flow Atlas

Owner Lead Assessment

/owner/leads//

Atomic steps for an owner to assess a lead, set status, and route to contract generation.

Task intent

What the user is trying to do

« Assess this lead, validate fit, and prepare for contract generation if qualified. »

Entry points

ElementDestination
Leads list Lead row/owner/leads//
Dashboard Recent leads/owner/leads//
Direct link Shared by team/owner/leads//

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens lead detail"] --> B["/owner/leads//"] B --> C["Review lead data"] C --> D{"Qualified?"} D -->|No| E["Set status: declined"] E --> F["End: lead closed"] D -->|Yes| G["Set status: qualified"] G --> H["Route to contract generation"] H --> I["/owner/contracts/generate/"] I --> J["End: contract workflow started"] click B "https://mickael-umt.com/owner/leads/1/" "Open Lead" click I "https://mickael-umt.com/owner/contracts/generate/" "Open Contract Gen" click J "https://mickael-umt.com/owner/contracts/generate/" "Open Contract Gen"

Step inventory

IDStepActionSystem state
S1Open leadNavigate to lead detailLead loaded
S2ReviewRead context, notes, historyNo state change
S3AssessUpdate status and notesLead updated
S4RouteAdvance to contract or closeStatus transitioned

Flow scenario

Scenario OA1

Owner qualifies a hot lead

Trigger

  • Owner opens lead from leads list
  • Lead matches programme and budget

Experience

  1. Lead detail loads with contact, programme, notes.
  2. Owner updates status to qualified.
  3. Clicks route to contract generation.
  4. Contract workflow starts with lead context.

Trust and safety rules

  • Lead data is confidential and owner-only.
  • Status changes are logged with timestamp and user.
  • Declined leads are archived, not deleted.

Interaction rules

  • Status transitions are discrete: new, qualified, declined, contracted.
  • Notes are required for status change.
  • Contract generation preserves lead context.

Result states

StateWhat the user seesWhat happens next
ReviewLead detail with actionsOwner updates status
QualifiedStatus updated, route visibleContract generation starts
DeclinedStatus updated, archivedLead closed, no further action