CRM Document Flow
Lead and opportunity statuses with Qualify, Convert, Disqualify, Won, Lost, and stage moves.
CRM Document Flow
Leads and opportunities (Sales domain statuses, CRM UI) use Actions menus for qualification and pipeline moves. Activities use Pending / Completed / Canceled.
Hub: Target Document Flow. Overview: CRM.
Leads
#Statuses
New, Contacted, Qualified, Unqualified, Converted, Lost
| Action (UI) | Purpose |
|---|---|
| View 360 | Open lead 360 |
| Qualify Lead | Move toward qualified |
| Convert to Contact | Convert lead |
| Disqualify | Unqualify / lose |
| Add Activity | Create activity |
| View converted opportunity | When converted |
| Open partner workspace | When partner linked |
Opportunities
#Statuses
Open, Won, Lost, OnHold
| Action (UI) | Purpose |
|---|---|
| View 360 | Opportunity detail |
| AI Win Prediction | Prediction insight |
| Mark as Won | → Won |
| Mark as Lost | → Lost |
| Move to | Pipeline stage change |
| Create quotation | Link to Sales quotation |
| View in Pipeline / Add Activity / View Account / View source lead | Navigation |
Opportunity lifecycle — Open, Won, Lost
flowchart TB Start((Create)) --> Open[Open] Open -->|Mark as Won| Won[Won] Open -->|Mark as Lost| Lost[Lost] class Start egkStart class Open egkActive class Won egkSuccess class Lost egkTerminal
#Post-action sync
Grids and pipeline views reload after qualify/convert/won/lost. Status chips update immediately.