{"id":"revops-lead-source-picklist-mapping-csv","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Map old lead-source values to the new picklist in a CSV","free":false,"task":"Produce one fenced CSV with header old_value,new_value and one row per old value. new_value must be exactly one of Inbound, Events, Partner, Outbound, following the mapping rules (first matching rule wins). Values that match no rule get Needs review. At most 8 words outside the code block.","materialLabel":"Old values and mapping rules (attached to your prompt automatically)","material":"NEW LEAD SOURCE PICKLIST (effective Nov 16 2026): Inbound, Events, Partner, Outbound.\n\nMAPPING RULES (first match wins):\n1. Contains 'partner' or 'referral' -> Partner\n2. Contains 'show', 'event' or 'conference' -> Events\n3. Contains 'web', 'form' or 'chat' (customer-initiated online) -> Inbound\n4. Contains 'cold' or 'outbound' -> Outbound\n5. Anything else -> Needs review\n\nOLD VALUES:\nWebinar signup\nTrade show\nPartner referral\nWebsite chat\nCold call\nConference booth\nEmployee referral\nPodcast ad\n\nNote: 'Employee referral' contains 'referral' so rule 1 applies.","rules":[{"type":"codeBlocks","count":1},{"type":"maxProseWords","max":8}],"mistakes":[{"title":"Ignoring rule order","why":"The AI maps Partner referral to Inbound.","fix":"Add: \"First matching rule wins, in order.\"","checks":["r1"]},{"title":"Guessing for unknown values","why":"The AI maps Podcast ad to Inbound.","fix":"Add: \"No match means Needs review.\"","checks":["r1"]},{"title":"Inventing labels","why":"The AI writes Marketing or Referral.","fix":"Add: \"Use exactly the four new values or Needs review.\"","checks":["r2"]},{"title":"Extra text","why":"The AI adds a table.","fix":"Add: \"One code block, at most 8 words outside it.\"","checks":["r0","codeBlocks","maxProseWords"]}],"promptHints":[{"label":"Names the header","patterns":["old_value,new_value","csv"]},{"label":"Lists the new values","patterns":["inbound","events","partner","outbound"]},{"label":"States first match","patterns":["first match","in order"]},{"label":"Handles unknowns","patterns":["needs review"]},{"label":"Limits outside text","patterns":["outside","at most \\d+"]}],"hint":"Give the header, the allowed values, the first-match rule and the fallback.","rubricLabels":["The code block has the header old_value,new_value and exactly 8 data rows in the order given","Mappings are Webinar signup Inbound, Trade show Events, Partner referral Partner, Website chat Inbound, Cold call Outbound, Conference booth Events, Employee referral Partner, Podcast ad Needs review","new_value is exactly Inbound, Events, Partner, Outbound or Needs review, and values with commas are quoted or avoided"]}