Qualify leads and create opportunities
Qualify leads and create opportunities.
3 stages · 1 approval
Roles and responsibilities
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Step 1Capture lead
Lead NumberCompanySourceScore
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Step 2Qualify lead
Lead NumberCompanyOwnerScore
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Step 3Develop opportunity
Opportunity NumberNameStageAmount
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Capture lead
Capture source, owner and contact context. Each scoring signal has one EventKey; retries cannot add points again. Score is a bounded, explainable total and does not establish contact permission. Resolve duplicates before creating new account records.
Approval required
Qualify lead
Sales Rep submits qualification evidence with Status: Working → Submitted. Sales Manager independently approves the same Revision and records QualifiedBy and QualifiedAt, or returns the lead to Working with a reason. A repeated conversion command reuses the original account, contact and opportunity references. Submission records QualificationSubmittedBy; QualifiedBy must differ. Successful conversion atomically changes Qualified to Converted and retains its resulting references.
Develop opportunity
Advance an open opportunity through permitted stages with an expected revision. Record each transition in StageChanges. Use contacts from the accessible account and maintain one primary buying contact. Amount is the sum of product lines in the opportunity currency; a stage change preserves its history.
Approvals and controls
1 approval required in this process
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Qualify lead
Sales Manager signs · develop opportunity waits
Leads - Record ownershipKeep every reference and attachment in the authorized workspace and the acting person’s permitted scope. A copied link cannot grant access to another customer’s record.
- Current decisionsReview the latest saved state before changing work. If someone changes protected facts after approval, send the revised record through its required review again.
- Repeated actionsA retry returns the original result when the same action has already been accepted. Keep an uncertain external outcome visible until its original request is reconciled.
- CorrectionsRetain the earlier decision and the reason for correcting it. A report or automation should not hide a reversal by deleting the original evidence.
Follow the outcome
The receiving team needs the current owner, the next action and a traceable result. Use the linked operating records when investigating a delay rather than treating a status label as the complete explanation. If a required person is unavailable, route the decision through an authorized replacement who remains independent of its preparer. Resolve missing evidence before closing the handoff. A locally completed action may still require a confirmed response from its configured destination.
Deal stages. A rep moves an own open deal and sees the dated history. Reject a cross-team move or stale Revision.
Lead scoring. A new allowed signal updates the visible score with its reason. Replaying a signal or changing an archived contribution cannot inflate points.
Renewals. A renewal appears without changing its original closed deal. Repeating the scheduling command creates no duplicate renewal.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Capture lead | LeadsLeadScores | Retain the stated outcome and its source evidence |
| 2 Qualify lead | Leads | Record an independent decision on the submitted revision |
| 3 Develop opportunity | OpportunitiesOpportunityProductsOpportunityContactsStageChanges | Retain the stated outcome and its source evidence |
Process reports
All reportsPipeline Summary
Open amount and weighted amount by stage, owner and territory, separated by currency.
Win and Loss
Closed outcomes with loss reasons, source and dated stage history.
Lead Funnel
Captured leads, qualification decisions and resulting opportunities by source.
Renewal Outlook
Upcoming renewal occurrences with their original deal, owner and expected amount.
Sales Cycle
Elapsed time between recorded stage changes and closing outcomes.
Run by an agent
Agent support
An agent acts within the current user or service scope. It cannot provide its own independent human approval, restore a withdrawn contact purpose or turn an unknown external response into a confirmed result.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› qualify leads and create opportunities · capture lead on Leads, LeadScores
✓ Capture source, owner and contact context.
› qualify leads and create opportunities · qualify lead on Leads
⏸ approval · waiting for the sales manager
# 1 more stage after approval: develop opportunity