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Lead-to-Quote Workflow

Metadata​

FieldValue
PhasePhase 4b (Tier 2)
FWCR CategorySales & CRM
OwnerProduct Team
Status⚪ Planned
Linear:BAY-22

Overview​

Capture, qualify, and nurture leads through the sales pipeline, converting them to quotes when ready.

Actors​

RoleDescription
Sales/OwnerCaptures and nurtures leads
SystemTracks pipeline, notifies actions
AIScores leads, suggests next actions

Preconditions​

  • Lead capture form/config
  • Pipeline stages defined
  • Lead sources configured

Postconditions​

  • Lead converted to qualified opportunity
  • Quote created
  • Pipeline updated

User Flow​

  1. Capture lead (website/form/import)
  2. AI scores and qualifies
  3. Assign to sales rep
  4. Nurture with follow-ups
  5. Convert to opportunity
  6. Create quote
  7. Update pipeline stage

AI Features​

  • Lead scoring based on behavior/firmographics
  • Next-best-action recommendations
  • Auto-follow-up suggestions
  • Win probability预测

Acceptance Criteria​

#CriteriaTarget
1Lead-to-Quote conversion80%
2Response timeunder 1 hour

Metrics​

MetricTarget
FWCR80%
Pipeline visibility100%

Status: ⚪ Planned Last Updated: May 2026