Lead

Accepting an Offer, at any Price, makes a Lead a Customer.

PropertiesCopy Anchor Link

ObjectCopy Anchor Link

{
  "$id": "https://api.sb/quietcopy.com/leads/lead_1",
  "$type": "Lead",
  "email": "mei@quietcopy.com",
  "phone": "Example phone",
  "name": "QuietCopy",
  "interest": "Example interest",
  "status": "new",
  "owner": "worker_1",
  "fit": "strong"
}

RelationshipsCopy Anchor Link

• A Lead is acquired by one Acquisition: each Lead keeps the Acquisition that first brought it, through either door: a Visit or an outbound reply. acquiredBy, inverse leads.
• A Lead is captured by one Form: each Form submission creates a Lead. capturedBy, inverse captures.
• A Lead is converted from one Prospect: a Prospect becomes a Lead on first engaging, such as a reply or a Form submission. convertedFrom, inverse convertsTo.
• A Lead identifies many Visitors: a Lead, once it gives an address, is tied to every Visitor id it used, one per device. identifies, inverse identifiedAs.
• A Lead is referred by one Referral: each Referral sends one Lead to the Startup. referredBy, inverse refers.
• A Lead waits on one Waitlist: Leads wait on a Waitlist in the order its Setting ranks them. waitsOn, inverse holds.

LifecycleCopy Anchor Link

VerbsCopy Anchor Link

1. createCreates a Lead.
   POST /{namespace}/leadsdoLead.created
2. getReturns one Lead by id.
   GET /{namespace}/leads/{id}readNo Event
3. listReturns Leads, newest first, one page at a time.
   GET /{namespace}/leadsreadNo Event
4. updateChanges the given properties of a Lead.
   PATCH /{namespace}/leads/{id}doLead.updated
5. deleteDeletes a Lead; its history is kept.
   DELETE /{namespace}/leads/{id}doLead.deleted
6. assignAssign gives a Lead one owner Worker, by round robin, territory or ICP fit, as the Startup’s routing Policy says.
   POST /{namespace}/leads/{lead}/assigndoLead.assigned
7. convertConvert ends a qualified Lead’s pursuit as a Lead: it opens a Deal or routes the Lead to self-serve checkout.
   POST /{namespace}/leads/{lead}/convertdoLead.converted
8. disqualifyDisqualify ends a Lead’s pursuit because it fits no Offer, with the reason; its Contact record and Consent stay.
   POST /{namespace}/leads/{lead}/disqualifydoLead.disqualified
9. nurtureNurture takes a Lead that is not ready to buy off its owner’s queue and onto a Sequence, until it raises a hand again.
   POST /{namespace}/leads/{lead}/nurturedoLead.nurtured
10. qualifyQualify confirms a Lead matches an Offer’s ICP and opens a Deal for it.
    POST /{namespace}/leads/{lead}/qualifydoLead.qualified

PermissionsCopy Anchor Link

Which Access level may call each Verb. One-way Verbs wait their delay window.

Call itCopy Anchor Link

Qualify the latest lead with an offer.

ExampleCopy Anchor Link

A music teacher joins the Waitlist for a lesson-booking App and becomes a Lead, with interest set to "group lessons". She becomes a Customer when she accepts an Offer.