OrgScript/examples/lead-qualification.orgs at main · DKFuH/OrgScript · GitHub

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
orgscript 1

source-language "en"
comment-language "en"
annotation-language "en"
context-language "en"

# Shared lead qualification path for inbound leads.
@owner "sales_ops"
@status "active"
process LeadQualification

  # New leads enter the qualification flow when created.
  when lead.created

  # Referral leads follow the premium qualification path.
  @note "Track referral lead handling separately."
  if lead.source = "referral" then
    assign lead.priority = "high"
    assign lead.path = "premium"
    notify sales with "New referral lead"

  else if lead.source = "ads" then
    assign lead.priority = "normal"
    assign lead.path = "standard"

  @review "Revisit the budget threshold each quarter."
  if lead.budget < 10000 then
    transition lead.status to "disqualified"
    notify sales with "Budget below threshold"
    stop

  transition lead.status to "qualified"

  # Sales can continue with the qualified lead.