SOP — Public inquiry to lead

Purpose: create one accountable sales record from a public information inquiry or application.

Field	Standard
Trigger	Public inquiry or application is submitted.
Responsible role	Sales coordinator or assigned sales staff.
Required information	Name, safe contact details, source, lot interest, duplicate context, owner.
Steps in platform	Review new item; open/create linked lead as the deployed workflow provides; check duplicate flag; assign owner; create/verify first follow-up.
Expected status changes	Lead starts at new_lead; application remains Pending Review when applicable.
Required documents	None unless the public form supplied approved supporting context.
Financial checks	None; do not record a deposit or payment at intake.
Follow-up deadline	First-contact target approved by Wamule Development.
Escalation conditions	Possible duplicate, unavailable lot, missing contact method, or no owner.
Completion criteria	Owner, next action, due date, and initial review outcome are recorded.
Audit/accountability evidence	Lead activity, task, source link, and supported audit event.
Common mistakes	Treating a lead as approved; creating duplicate leads; leaving no next action.

Media: Workflow diagram, annotated screenshot, fictional scenario.