Lead to Order Workflow

Cross-Module Workflow

This guide describes the end-to-end flow from lead capture in the CRM module to order creation in the Sales module.

Overview

The Lead to Order workflow covers the complete customer journey:

1. Lead Capture (CRM Module)

   • Lead creation from various sources
   • Lead qualification and scoring
   • Assignment to sales representatives

2. Opportunity Management (CRM Module)

   • Converting qualified leads to opportunities
   • Opportunity stages and pipeline management
   • Sales forecasting

3. Quote Generation (Sales Module)

   • Creating quotes from opportunities
   • Quote approval workflows
   • Quote versioning and revisions

4. Order Conversion (Sales Module)

   • Converting accepted quotes to sales orders
   • Order confirmation and processing
   • Inventory reservation

5. Order Fulfillment (Operations Module)

   • Pick, pack, and ship processes
   • Inventory updates
   • Delivery confirmation

State Transitions

Lead (NEW) -> Lead (QUALIFIED) -> Opportunity (PROSPECTING)
-> Opportunity (WON) -> Order (DRAFT) -> Order (CONFIRMED)

Integration Points

• CRM leads sync with Sales opportunities via LeadConverted domain event
• Won opportunities trigger order creation via OpportunityWon domain event
• Sales orders trigger Operations inventory reservations via OrderConfirmed domain event
• Domain events enable cross-module communication without direct coupling

API Flow Example

# 1. Create a lead
POST /api/v1/crm/leads

# 2. Qualify the lead
POST /api/v1/crm/leads/{id}/qualify

# 3. Convert to customer + opportunity
POST /api/v1/crm/leads/{id}/convert

# 4. Win the opportunity (auto-creates order)
POST /api/v1/crm/opportunities/{id}/win

# 5. Confirm the order (auto-reserves inventory)
POST /api/v1/sales/orders/{id}/confirm

Related Documentation

• Lead Management
• Opportunity Pipeline
• Order Management
• Inventory Management