Pipeline Overview

Use this for a sample that wasn't handed off from a lead. To pull lead details automatically, open the lead and click "Hand off to QA" instead.

For sellers that didn't come through lazarus.turing.com (conference, intermediary, cold-outbound reply, etc.). Fill the essentials, optionally drop a file to auto-fill the rest, then save.

1. Essentials always required

2. Attach documents optional · one lead per file

3. Details review & edit