Confirm the lead has commercial substance.
Record its account, source, expected value, next action date, and qualification decision. The originating lead remains linked when the opportunity is created.
Feature · Lead-to-Order
Turn qualified interest into an accountable order.
Keep the account, contact, opportunity, commercial offer, and accepted order joined in one trace from first action to booked revenue.
Lead qualifiedSource and next action retained
Opportunity ownedBuyer and value made explicit
Quote reviewedLine prices and discounts preserved
Order bookedAccepted terms become demand
The operating sequence.
Four stages, each adding the information and control the next team needs.
Give the pursuit an owner and date.
Connect a primary contact, amount, close date, and stage to the account and qualified source.
Build the commercial record at line level.
Each product line retains quantity, unit price, and discount while the quote carries validity, status, and total.
Convert only the accepted offer.
A booked sales order retains the account and accepted quote. The linked opportunity moves to Closed Won as one controlled conversion.
Automation with deliberate gates.
The workflow graphs ship inactive. Teams can inspect their triggers, mutations, and approval boundary before activation.
Create the opportunity once.
A duplicate guard checks the originating lead before a linked opportunity draft is created.
Preserve line context.
High-value draft or sent quotes retain price and discount detail as the pursuit routes into commercial review.
Book with approval.
The consequential conversion creates one sales order and closes the linked opportunity only after the activation policy permits it.