What happens when a Lead is converted to an Opportunity?

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Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

What happens when a Lead is converted to an Opportunity?

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Sage CRM integrated with Sage BMS products (e.g. Sage 100, Sage 300) provides a way of managing interactions with prospective customers through the initial contact with a Lead, the confirmation that the company is a valid sales opportunity through to the processing of Orders and Quotes that are then synced with the accounting system.

This article will look at what happens in the database when a Lead is converted to an Opportunity. In the image below you can see that I have matched a Lead with an existing Company.

And I have clicked the 'Convert to Opportunity' button.

What happens when I now click the 'Save' button?

  • INSERT INTO Opportunity
  • INSERT INTO OpportunityProgress

These actions create the Opportunity and its associated Progress record.

  • UPDATE Lead

This action updates the Lead. The Lead record is linked to the newly created opportunity (Lead_OpportunityID) and its status is changed (Lead_Status) to 'Opportunity'. This will have the effect preventing the further change to the Lead record through the user interface.

  • UPDATE LeadProgress

The last LeadProgress record is updated to reflect the duration at that stage.

  • INSERT INTO LeadProgress

This action records the new status of the Lead record in the progress table and its conversion to an Opportunity (Lead_Status,lead_progressnote).

  • INSERT INTO LeadProgress

This second 'insert into LeadProgress' records the new status of the Lead record in the progress table and its new status within the Opportunity workflow (Lead_Status,lead_progressnote).

  • UPDATE Communication

This action updates any Communication records (Appointments and Tasks) associated with the Lead record and creates a link to the newly created Opportunity. All communication history can now be accessed from within the new Opportunity.

  • UPDATE Users

The Users recent list is updated with the new Opportunity records details.

Comments
  • great article jeff as usual , can the action of create quote get initiated from the workflow / a workflow rule (Such as Review Quotes) that filters current active quotes for the associated opportunity get displayed via the workflow rule(without ASP if possible)  / Revise a Quote (Action) from the workflow rule trigger the display of a chosen quote by the user for revision ?

  • Kannan

    I think I need a little more from you to understand what you want to happen.  Could post a question in the forums with some screen shots to explain what you want to happen?

    Thanks

  • Much thanks for an extra incredible post.