Chapters · 3 of 9
- 01 · One Business, Four Kinds of Records
- 02 · Define Leads and Contacts
- 03 · Build the Person Lifecycle
- 04 · Define Opportunity Stages
- 05 · Build the Account Lifecycle
- 06 · Assign Owners and Handoffs
- 07 · Define Important Fields and Sources
- 08 · Resolve Conflicts and Open Questions
- 09 · Capstone: Publish the Business Truth Map
15 min · Interactive exercise
Chapter 3 of 90 complete
Build the Person Lifecycle
Define relationship stages while keeping consent, fit, employment, work, and ownership separate.
Scene 1 · Earlier in Priya’s story · Three workflows, one fieldScene 1 of 8
What is Priya, exactly?
Priya asked for a walkthrough. One workflow sees the request and sets her status to Sales-ready. A second notices she opted out of marketing email and sets it to Disqualified. A rep opens the record later, sees neither is true, and sets it to Working.
09:41 · walkthrough workflowstatus → Sales-ready
09:44 · consent workflowstatus → Disqualified
11:02 · rep, manuallystatus → Working
Nobody can now say what Priya's relationship with the business actually is. Each write was defensible on its own. The field was asked to answer three different questions, and it can only hold one answer.
The rule this chapter uses
This chapter gives the person lifecycle exactly one job: describe the current commercial relationship. Consent, fit, employment, work status, and ownership are all real facts, and every one of them gets its own field.
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Chapter 3 of 90 complete