MQL to SQL handoff with lifecycle stage change and sales notification

Outcome. Contacts that show explicit buying intent while at MQL move to Sales Qualified Lead, sales gets notified immediately, and marketing stops nurture sends for that contact.

flowchart TD
    A[Demo form submitted OR SDR qualified checked] --> B{Lifecycle stage = MQL?}
    B -->|No| Z[No action]
    B -->|Yes| C[Set lifecycle stage: Sales Qualified Lead]
    C --> D[Set SQL date]
    D --> E[Notify contact owner]
    E --> F[Create call task, due +1 business day]
    F --> G[Remove from MQL nurture]
    G --> H[Add to Active SQLs list]

When to use it / when not to

• Use when MQL contacts have a clear, single "ready for sales" signal (a demo request, an SDR qualification checkbox, a pricing-page-plus-contact-form combination).
• Use when lifecycle stage needs to reflect the real handoff point for funnel reporting.
• Do not use if your SDR process needs multi-step qualification (BANT-style scoring). Feed your qualification process's output into the checkbox property below instead of building it inline here.
• Do not use to bypass a required human qualification call. In that case keep the manual checkbox as the only enrollment path and remove the form-based path.