Workflow - Lead to Opportunity
This example shows the Microsoft Dynamics CRM workflow from lead to opportunity. It was redesigned from the Wikimedia Commons file: Lead to Opportunity sales flow.svg. [commons.wikimedia.org/wiki/File:Lead_to_Opportunity_sales_flow.svg]
"Does your lead have what you're looking for - and vice versa? Once you've identified the timeframe, budget, purchase process, and decision makers for the sale, it's time to qualify your lead. Qualifying a lead in Microsoft Dynamics CRM converts it to an opportunity.
Ideally, your leads or prospects should have a need that you can provide a solution for, and have the budget and influence necessary for making the purchasing decision. In addition, you should be able to provide their solution within the timeframe they need it." [microsoft.com/en-us/dynamics/crm-customer-center/qualify-a-lead-and-convert-it-to-an-opportunity.aspx]
The example "Workflow - Lead to Opportunity" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park.