User Flow Mickael Rutembya · Flow Atlas

Owner Lead Detail

/owner/leads/

Owner reviews a lead's qualification answers, benchmarks, quote, and optionally submits an assessment or generates a contract.

Flow 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.userflow
flowchart LR A["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"

Screens

ScreenKey contentCTA
Leads listQualifications, scores, tiers, datesFilter, Open lead
Lead detailAnswers, benchmarks, quote, assessment formAssess, Generate contract, Back
Contract detailPDF, parties, financials, clausesDownload, Print

Scenario

Scenario

Owner assesses high-value lead and generates contract

Trigger

  • New lead with high score (85+) arrives via contact form
  • 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 (created_at, updated_at).
  • 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 is rendered as read-only JSON.

Result states

StateWhat the owner seesWhat happens next
ReviewingLead detail with all data visibleMay assess or add note
AssessedPortfolio score and recommendation shownMay generate contract or close lead
ContractedContract reference and download linkPDF sent to prospect for signature
FlaggedLead marked for follow-upOwner returns later to reassess