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.
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.
The last LeadProgress record is updated to reflect the duration at that stage.
This action records the new status of the Lead record in the progress table and its conversion to an Opportunity (Lead_Status,lead_progressnote).
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).
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.
The Users recent list is updated with the new Opportunity records details.