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Cleveland-Cliffs Multi-Line Qualification

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commercial · active

Cleveland-Cliffs Multi-Line Qualification

Qualify Cliffs for SNX-450 and SNX-510 expansion.

Owner

John

Due

2026-07-25

Progress

60%

CustomerProductProgramOdoo: odoo-lead-cliffs-expand

Current Step — Commercial Qualification

Pipeline program setup.

Instructions

Create pipeline program in Commercial Workspace.

Completion criteria: Program created with revenue estimate.

Open commercial module

Workflow Builder

Stages, tasks, dependencies, and M365 attachments

Discovery

Initial account assessment

Task 1

Account Discovery

Research account and facilities.

completed
Owner: Sarah Chen
Due: 2026-07-10
Est: 120 min
Open module

Task 2

Stakeholder Mapping

Identify champions and decision makers.

completed
Owner: Sarah Chen
Due: 2026-07-11
Est: 60 min

Depends on: cq-01

Qualification

Technical and commercial fit

Task 3

Application Fit Assessment

Match products to applications.

completed
Owner: John
Due: 2026-07-12
Est: 90 min

Depends on: cq-02

Open module

Task 4

Commercial Qualification

Pipeline program setup.

in progress
Owner: John
Due: 2026-07-10
Est: 45 min

Depends on: cq-03

Open module

← Current step

Onboarding

Workspace setup and first engagement

Task 5

Customer Workspace Setup

Activate Customer Workspace.

pending
Owner: Sarah Chen
Due: 2026-07-14
Est: 30 min

Depends on: cq-04

History

No history yet

Connected Workspaces

Odoo: odoo-lead-cliffs-expand

Facility: fac-cliffs-burns

AI Hooks

Placeholder — no API calls
Suggested Next Task

Complete "Commercial Qualification" — Create pipeline program in Commercial Workspace.…

/api/integrations/ai-assistant/workflows/suggest-next-task

Risk Detection

No elevated risks detected.

/api/integrations/ai-assistant/workflows/risk-detection

Workflow Summary

Cleveland-Cliffs Multi-Line Qualification is 60% complete at step "Commercial Qualification". Owner: John. Due 2026-07-25.

/api/integrations/ai-assistant/workflows/summary

Executive Brief

Workflow active: Qualify Cliffs for SNX-450 and SNX-510 expansion.… Key milestone due 2026-07-25.

/api/integrations/ai-assistant/workflows/executive-brief

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