Task Flow Mickael Rutembya · Flow Atlas

Owner Lead Detail

/owner/leads/

Atomic steps for an owner reviewing a lead's qualification answers, benchmarks, quote, and optionally submitting an assessment or generating a contract.

Task intent

What the user is trying to do

« Review a prospect's qualification data, compare against benchmarks, and decide whether to assess and generate a contract. »

Entry points

ElementDestination
Owner leads listing/owner/leads/
Lead detail from filter/owner/leads/<id>/
Direct notification email link/owner/leads/<id>/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens leads list"] --> B["Land on /owner/leads/"] B --> C["Filter by score or tier"] C --> D["Click lead reference"] D --> E["Land on lead detail"] E --> F["Review qualification answers"] F --> G["Check benchmarks"] G --> H["View quote payload"] H --> I{"Assess lead?"} I -->|Yes| J["Submit structured assessment"] J --> K["Portfolio score calculated"] K --> L{"Generate contract?"} L -->|Yes| M["Contract generated"] M --> N["PDF available for download"] L -->|No| O["Lead marked as assessed"] I -->|No| P["Add note / flag"] P --> Q["Lead status updated"] click B "http://localhost:8000/owner/leads/" "Open Leads" click E "http://localhost:8000/owner/leads/42/" "Open Lead" click N "http://localhost:8000/owner/contracts/C-2024-001/" "Open Contract"

Steps

StepActionSystem response
1Owner navigates to /owner/leads/Server renders lead list with scores and tiers
2Owner filters leadsFilter by score, tier, or date
3Owner clicks lead referenceNavigate to lead detail
4Owner reviews qualification answersOutcome, urgency, budget, format displayed
5Owner checks benchmarksCompare lead against market data
6Owner submits assessmentPortfolio score calculated and saved
7Owner generates contractPDF rendered with reference

Scenario

Scenario

Owner assesses high-value lead and generates contract

Trigger

  • New lead with high score (85+) arrives
  • Owner receives notification email
  • Owner navigates to /owner/leads/

Experience

  1. Leads list shows new lead with score 87 and tier A.
  2. Owner clicks lead to open detail page.
  3. Qualification answers reviewed: outcome, urgency, budget, format.
  4. Benchmarks show this lead is above P75 for budget.
  5. Owner submits assessment with portfolio score 92.
  6. Contract is auto-generated with reference C-2024-001.
  7. Owner downloads PDF and sends to prospect.

Trust and safety rules

  • Lead detail is staff-only — never exposed via public API.
  • All lead data is stored with audit trail.
  • Assessment scores are immutable once submitted.
  • Contract generation is triggered only after assessment.
  • Lead personal data is never logged in plain text.

Interaction notes

  • Lead detail uses Django session authentication.
  • Assessment form POSTs to /owner/leads/<id>/assess/
  • Contract generation POSTs to /owner/contracts/generate/
  • Quote payload rendered as read-only JSON.

Result states

StateWhat the owner seesWhat happens next
ReviewingLead detail with all dataMay assess or add note
AssessedPortfolio score and recommendationMay generate contract
ContractedContract reference and downloadPDF sent to prospect
FlaggedLead marked for follow-upOwner returns later