II.
Workflow overview
Reference · liveworkflow:deal-qualification
Deal Qualification overview
Evaluates inbound opportunities against qualification criteria — scoring prospects on budget, authority, need, and timeline dimensions, validating technical fit against product capabilities, assessing competitive landscape, and determining required presales resources. Produces a qualification decision with next-step recommendations. Excludes proposal creation.
Attributes
displayName
Deal Qualification
workflowKind
operational
triggerType
event-driven
typicalCadence
per-opportunity
complexity
single-team
description
Evaluates inbound opportunities against qualification criteria — scoring
prospects on budget, authority, need, and timeline dimensions, validating
technical fit against product capabilities, assessing competitive
landscape, and determining required presales resources. Produces a
qualification decision with next-step recommendations. Excludes proposal
creation.
Outgoing edges
applies_to_domain2
- domain:sales·DomainSales
- domain:customer-experience·DomainCustomer Experience
involves_role3
- role:planner·RolePlanner
- role:engineering-manager·RoleEngineering Manager
- role:staff-engineer·RoleStaff Engineer
performed_by_org_unit2
- org-unit:sales-team·OrgUnitSales Team
- org-unit:product-team·OrgUnitProduct Team
triggers_responsibility2
- responsibility:triage-incoming-issues·ResponsibilityTriage incoming issues
- responsibility:vendor-evaluation·ResponsibilityVendor Evaluation
Incoming edges
None.