Lead Lifecycle

State Machine

        stateDiagram-v2
    [*] --> new
    new --> contacted : Intro call made
    contacted --> documents_pending : Documents requested
    documents_pending --> documents_received : All docs uploaded
    documents_received --> survey_scheduled : Survey created
    survey_scheduled --> survey_completed : Survey report approved
    survey_completed --> installation_scheduled : Installation created
    installation_scheduled --> installation_completed : Installation closed
    installation_completed --> closed : Closure pack submitted

    new --> cancelled : Lead cancelled
    contacted --> cancelled : Lead cancelled
    documents_pending --> cancelled : Lead cancelled
    documents_received --> cancelled : Lead cancelled

    new --> on_hold : Put on hold
    contacted --> on_hold : Put on hold
    documents_pending --> on_hold : Put on hold
    on_hold --> new : Resumed

    closed --> [*]
    cancelled --> [*]
    

Lead Intake Sequence

        sequenceDiagram
    participant OEM
    participant CentralOps as Central Ops
    participant Customer

    OEM->>CentralOps: Share Installation Lead
    CentralOps->>CentralOps: Log Lead (Source Tagged)
    CentralOps->>Customer: Introductory Call + Explain Process
    Note over CentralOps,Customer: Status: new → contacted
    Customer->>CentralOps: Share Bill + Location + Electrician
    Note over CentralOps: Status: documents_pending → documents_received