Sales Team

Step 1

A new inquiry arrives

A prospect reaches out via WhatsApp. The sales rep logs the contact and opens a new lead in Double Lead.

{
  "contact": {
    "full_name": "Maya Chen",
    "email": "maya@acmeconsulting.co",
    "phone": "+65 8123 4567",
    "company_name": "Acme Consulting"
  },
  "lead": {
    "title": "Website inquiry for consulting package",
    "stage": "new",
    "status": "open",
    "source": "whatsapp"
  }
}

Step 2

Conversation is logged

The rep pastes the WhatsApp thread into the conversation view. Double Lead stores each message with direction (inbound/outbound) and timestamps.

{
  "channel": "whatsapp",
  "messages": [
    {
      "direction": "inbound",
      "body": "Hi, I found your services through a referral. Could we arrange a discovery call this week?"
    },
    {
      "direction": "outbound",
      "body": "Hi Maya! Absolutely — I'll send over some slots shortly."
    }
  ]
}

Step 3

Next action is created

The rep sets a concrete next action so nothing falls through the cracks. It shows up on the lead detail and in the team's action queue.

{
  "title": "Send discovery call slots and pricing summary",
  "status": "pending",
  "due_at": "2026-04-01T10:00:00Z"
}

Step 4

Reminder is scheduled

A reminder is set for 4 hours before the action is due. If the rep doesn't act, the system surfaces it again.

{
  "remind_at": "2026-04-01T06:00:00Z",
  "status": "scheduled",
  "linked_to": "Send discovery call slots..."
}

Step 5

Lead stage advances

After the discovery call, the rep updates the lead stage to 'qualified' and logs a follow-up conversation. The whole history is visible in one place.

{
  "stage": "qualified",
  "status": "open"
}

↳ Stage transitions are fully auditable — every PATCH is timestamped.

Step 6

Closed and marked won

The prospect signs. The rep updates the lead to 'closed_won'. The contact record stays for future re-engagement.

{
  "stage": "closed_won",
  "status": "won"
}