Sage CRM integrated with Sage BMS products (e.g. Sage 100cloud, Sage 300cloud) 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.
