Order Process

Convert Lead

This process is used to Convert Lead into a Business Partner and (optional) Sales Opportunity.

1. User/Contact: We can select the user /contact details

2. Create Opportunity : If check box is selected it will Create a new Sales Opportunity when converting a lead.

2. Expected Close Date: To select the Expected Close Date

3. Description :To enter the description details

4. Sales stage: This master details  is used to select the type of the document that you are going to process (EX:Lead Quotation, Estimation,etc..)

5. Opportunity Amount: To enter the Opportunity amount details 

6. Currency: To choose the type of currency data, use these master details.

7. Sales Representative: Used to select the Sales Representative

8. Business partner Group: Used to select the Business partner group

9. Business partner type: Used to select the Business partner type