Pipeline
Leads, opportunities, and website inquiries at /dashboard/platform/pipeline.
Routes
/dashboard/platform/pipeline: leads, opportunities, and website inquiries/dashboard/platform/pipeline/create: new opportunity/dashboard/platform/pipeline/[id]: opportunity detail/dashboard/platform/pipeline/requests/[id]: oneIntakeSubmission
How inquiries arrive
Forms on the public site call submitPublicIntake. Each creates an IntakeSubmission of type project_inquiry, estimate_request, rfp_invitation, trade_partner_interest, or general_contact, plus a lead and an opportunity. The visitor gets a receipt at /requests/[publicReference]/confirmation.
Work an opportunity
Review the inquiry
Open it from the Website inquiries list.
Qualify
Opportunities move from qualifying through go/no-go, estimating, submitted, and negotiating to won, lost, or declined.
Convert
When won, create the project on Portfolio and projects.
Lead statuses: new, qualified, nurturing, converted, disqualified.