Potentials

Process flow

mermaid
flowchart LR
    n0["new"] --> n1["SentToPrincipal"] --> n2["Offered"] --> n3["Ordered"]
    n1 -.-> x0["ConsederAsSentToPrincipal"]
    n1 -.-> x1["ConsederAsNotSentToPrincipal"]

Potential inquiry process

This process manages a potential from its initial new state through communication with the principal, an offer, and an order. The user managing the potential advances it by sending an inquiry and by applying the relevant inquiry preparation or editing action.

Progressing a potential

new

A potential in new is ready to enter the inquiry process. Selecting Send inquiry moves it to SentToPrincipal. Missed opportunity preparation, Apply inquiry editing, and Regret inquiry preparation each place a potential in new. Apply inquiry editing can be used only when the inquiry data is valid for editing.

SentToPrincipal

A potential in SentToPrincipal has had its inquiry sent to the principal. It proceeds next to Offered.

Offered

A potential in Offered is at the offer stage. It proceeds next to Ordered.

Ordered

A potential in Ordered has reached the order stage.

Leaving the potential process

Before an exit action is applied, the potential remains at its current point in the process.

• From SentToPrincipal, ConsederAsSentToPrincipal takes the potential out of the process. After this action, it does not continue to Offered or Ordered.
• From SentToPrincipal, ConsederAsNotSentToPrincipal takes the potential out of the process. After this action, it does not continue to Offered or Ordered.
• CanceledInquiry takes the potential out of the process.
• RegretToOffer takes the potential out of the process.
• Deleted takes the potential out of the process.

Related pages

There are no linked pages for this process.