Lead to Order Workflow

Coming Soon

This guide documents the end-to-end workflow from lead capture in the CRM module to order creation in the Sales module. Documentation is currently being developed.

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

Integration Points

• CRM leads sync with Sales opportunities
• Sales orders trigger Operations inventory reservations
• Domain events enable cross-module communication

Coming Soon

Detailed documentation for this workflow will be added as the CRM and Sales modules are finalized.

For now, please refer to:

• Operations Module Documentation
• Product Lifecycle