Task Flow Mickael Rutembya · Flow Atlas

Owner Leads

/owner/leads/

Atomic steps for an owner to review, filter, and act on incoming leads.

Task intent

What the user is trying to do

« Review the leads list, prioritize actions, and advance qualified prospects. »

Entry points

ElementDestination
Dashboard Leads shortcut/owner/leads/
Owner nav Leads/owner/leads/
Direct URL Authenticated owner/owner/leads/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens /owner/leads/"] --> B["Authenticated?"] B -->|No| C["Redirect to /owner/login/"] C --> D["Login"] D --> E["Load leads page"] B -->|Yes| E E --> F["Review leads list"] F --> G{"Action?"} G -->|Open lead| H["/owner/leads//"] G -->|Filter| I["Apply filters"] I --> F G -->|Export| J["Export CSV"] J --> K["End: leads reviewed"] H --> K click A "https://mickael-umt.com/owner/leads/" "Open Leads" click H "https://mickael-umt.com/owner/leads/1/" "Open Lead" click E "https://mickael-umt.com/owner/leads/" "Open Leads" click K "https://mickael-umt.com/owner/leads/" "Open Leads"

Step inventory

IDStepActionSystem state
S1Open leadsNavigate to leads pageAuth check
S2LoginAuthenticate if neededSession created
S3Load listFetch leads with paginationData rendered
S4ReviewScan leads, status, scoresNo state change
S5ActOpen, filter, or exportContext preserved

Flow scenario

Scenario OL1

Owner triages morning leads

Trigger

  • Owner opens leads page from dashboard
  • Needs to prioritize overnight inquiries

Experience

  1. Leads page loads with list, status, and scores.
  2. Owner filters by status or programme.
  3. Opens high-priority lead for assessment.
  4. Exports list for reporting if needed.

Trust and safety rules

Interaction rules

Result states

StateWhat the user seesWhat happens next
ListPaginated leads tableOwner filters or opens lead
DetailSingle lead assessment viewOwner advances or declines
ExportCSV downloadOwner saves file