Overview

The "Lead to opportunity" scenario describes a processes chain about capturing additional information and evaluating the lead, as well as identifying sales opportunities and starting pre-sale cycle.

Firstly, information about the business partner is collected and recorded in order to determine whether it is an existing partner or whether a new business partner needs to be created. The lead is then assigned a responsible sales manager, and a standard sale process is defined for the sale opportunity and run. The sale process can be changed if the process requires customization.

This scenario results in the lead being qualified and converted into a sale opportunity, which defines all pre-sale activities that must be taken.