Keep provider enrichment optional
The core intake flow is separate from external lookups, so collecting a lead does not depend on a third-party enrichment provider being configured.
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Sales workflow tool
Lead Intake & Qualification is an application for collecting prospective-customer information and organizing the follow-up process. It pairs a web intake flow with an API, optional company-data enrichment, and a qualification score to help teams sort incoming inquiries.
(01) The problem
Sales teams need a consistent way to collect inquiries and decide which leads deserve attention first.
(02) What I worked on
Built the application and API path for capturing inquiry details in a consistent format.
Connected company-data providers so a lead can be supplemented with external business information when credentials are configured.
Implemented a scoring flow to organize incoming leads for review and prioritization.
(03) Engineering decisions
The core intake flow is separate from external lookups, so collecting a lead does not depend on a third-party enrichment provider being configured.
(04) Delivery & status
A repeatable intake and qualification workflow. Company enrichment requires configured provider credentials.
(05) Technology