Important

You are browsing the documentation for version 1.6 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Unqualified Sales Lead Workflow

To enable the workflow:

1. Navigate to System > Workflows in the main menu.

2. Hover over the more options menu at the end of the workflow row in the table of all workflows, and click Activate.

   

   Alternatively, click once on the workflow to open its page, and on the workflow page click Activate on the top right.

   

When the workflow is enabled, the following transitions are available on the lead page:

• Qualify
• Disqualify
• Reactivate (when the lead is disqualified)

To deactivate the workflow:

1. Navigate to System > Workflows in the main menu.

2. Hover over the more options menu at the end of the workflow row in the table of all workflows, and click Deactivate.

   

   Alternatively, click once on the workflow to open its page, and on the workflow page click Deactivate on the top right.

   

When the workflow is disabled, the workflow transitions are absent from the lead page. Instead, the following action buttons are available:

• Convert to Opportunity
• Disqualify

Converting a lead into an opportunity means that you are qualifying it as a potential deal. Once the lead is converted into an opportunity, it is marked Qualified and is no longer available in the Open Leads table.