The Problem
Qualified leads needed to move from an intake source to the right partner with status, preferences, consent, and accountability preserved.
What I Designed
A partner workflow with authentication, lead matching, status management, and controlled upstream integration.
How AI Was Used
- Workflow design
- Application architecture
- Coding
- Debugging
What Was Built
- Partner accounts
- Authentication
- Partner preferences
- Lead matching
- Lead status workflow
- Admin portal
- Partner portal
- Consent-controlled integration
Challenges
- Routing leads without exposing unnecessary information
- Keeping partner and admin states aligned
Outcome
- Created a structured lead handoff workflow
- Centralized partner lead management
Screenshots
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