Lead commands: assign, convert, disqualify
The Lead Verbs assign, convert, disqualify as CLI commands, with inputs, result, refusals and an example.
Reference for Lead, one group of Lead commands.
Lead.assign
Assign gives a Lead one owner Worker, by round robin, territory or ICP fit, as the Startup’s routing Policy says. Verb page.
npx startup-builder do Lead.assign --json '<input>' [--try | --send | --do]Emits Lead.assigned.
Inputs
| Input | Type | Required | Description |
|---|---|---|---|
lead | Lead | required | The Lead to route. |
owner | Worker | The Worker to own it; omitted, the routing Policy picks. |
Returns
| Output | Type | Required | Description |
|---|---|---|---|
lead | Lead | required | The Lead, with its owner. |
Refuses when
| Check | Error | Fix | Then call |
|---|---|---|---|
| The key is valid, but its scopes do not allow this operation. | forbidden | Use a key whose scopes cover the operation, or ask an owner of the namespace to grant them. | None. |
Example
npx startup-builder do Lead.assign --json '{"lead": "lead_Kz1R9fhqzZ"}'Lead.convert
Convert ends a qualified Lead’s pursuit as a Lead: it opens a Deal or routes the Lead to self-serve checkout. Verb page.
npx startup-builder do Lead.convert --json '<input>' [--try | --send | --do]Emits Lead.converted.
Inputs
| Input | Type | Required | Description |
|---|---|---|---|
lead | Lead | required | The qualified Lead. |
offer | Offer | required | The Offer the Deal pursues, or the checkout sells. |
route | string | required | Where the Lead goes: deal for an assisted sale or checkout for self-serve. |
Returns
| Output | Type | Required | Description |
|---|---|---|---|
deal | Deal | The opened Deal, when the route is deal. | |
lead | Lead | required | The Lead, now converted. |
Refuses when
| Check | Error | Fix | Then call |
|---|---|---|---|
| The key is valid, but its scopes do not allow this operation. | forbidden | Use a key whose scopes cover the operation, or ask an owner of the namespace to grant them. | None. |
Example
npx startup-builder do Lead.convert --json '{"lead": "lead_Kz1R9fhqzZ", "offer": "offer_2hzYe1ERo0", "route": "Example route"}'Lead.disqualify
Disqualify ends a Lead’s pursuit because it fits no Offer, with the reason; its Contact record and Consent stay. Verb page.
npx startup-builder do Lead.disqualify --json '<input>' [--try | --send | --do]Emits Lead.disqualified.
Inputs
| Input | Type | Required | Description |
|---|---|---|---|
lead | Lead | required | The Lead to disqualify. |
reason | string | required | Why it fits no Offer. |
Returns
| Output | Type | Required | Description |
|---|---|---|---|
lead | Lead | required | The Lead, now disqualified. |
Refuses when
| Check | Error | Fix | Then call |
|---|---|---|---|
| The key is valid, but its scopes do not allow this operation. | forbidden | Use a key whose scopes cover the operation, or ask an owner of the namespace to grant them. | None. |
Example
npx startup-builder do Lead.disqualify --json '{"lead": "lead_Kz1R9fhqzZ", "reason": "noFit"}'