WBS Section 7 of 7

CRM Handoff

Integration boundary between Feature 1 (Screening) and Feature 2 (CRM).
Approved candidates auto-flow into the CRM pipeline with full screening context.
Start / End
Process
Decision
Error State
Success / End
Leo approves candidate (from §5) Already approved? Yes No-op Idempotent ✓ No duplicate CRM record. No pipeline state reset. No Candidate exists in CRM? Yes Smart merge New screening → existing record No Create / update CRM record Parsed data + role(s) + AI score + rationale + override (if any) + timestamp Set initial pipeline stage "Screened — Approved" CRM write succeeded? Fail Rollback Approval reverted → "Pending" Leo is notified. Candidate stays in shortlist, not lost. Pass ✓ Candidate in CRM pipeline Reversal Path (Undo Approval) Available only while candidate is in "Screened — Approved" stage Leo reverses approval Archive CRM record Not deleted · Reason logged → Back to shortlist as Flagged / Rejected Once candidate advances past "Screened — Approved" → reversal must happen in CRM (Feature 2 scope)