Who should use the Lead Management workflow?
Teams or solo builders working on business tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
7-step pipeline — follow each step in order
1Setup · Step 1 of 7
Open task pageRisk Management
Prepare inputs and settings through Risk Management before running lead management.
Why this matters
Risk Management sets up the foundation for lead management; clean inputs here reduce downstream rework.
What you get
Inputs, context, and settings are ready so the workflow can move into execution without blockers.
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2Input · Step 2 of 7
Open task pageKnowledge Management
Use Knowledge Management to build supporting assets that improve lead management quality.
Why this matters
Knowledge Management strengthens lead management by feeding better supporting material into the pipeline.
What you get
Supporting assets from knowledge management are prepared and connected to the main workflow.
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3Input · Step 3 of 7
Open task pagetalent management
Use talent management to build supporting assets that improve lead management quality.
Why this matters
talent management strengthens lead management by feeding better supporting material into the pipeline.
What you get
Supporting assets from talent management are prepared and connected to the main workflow.
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4Core · Step 4 of 7
Open task pageLead Management
Execute lead management with Lead Management to produce the primary final deliverable.
Why this matters
This is the core step where lead management actually happens, so it determines baseline quality for everything after it.
What you get
A first-pass final deliverable is generated and ready for refinement in the next steps.
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5Refine · Step 5 of 7
Open task pageResource Management
Refine and validate lead management output using Resource Management before final delivery.
Why this matters
Resource Management adds quality control so issues are caught before the workflow is finalized.
What you get
The final deliverable is improved, validated, and prepared for final delivery.
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6Refine · Step 6 of 7
Open task pagePredictive Pipeline Management
Refine and validate lead management output using Predictive Pipeline Management before final delivery.
Why this matters
Predictive Pipeline Management adds quality control so issues are caught before the workflow is finalized.
What you get
The final deliverable is improved, validated, and prepared for final delivery.
7Deliver · Step 7 of 7
Open task pageInquiry Management
Package and ship the output through Inquiry Management so lead management reaches end users.
Why this matters
Inquiry Management is what turns intermediate output into a usable, publishable result for real users.
What you get
A finalized final deliverable is ready for publishing, handoff, or integration.