Complete your first lead-to-order workflow

Run the workflow in dependency order

1. Create the customer context

   Search /leads first. If no matching record exists, use /lead-insert to enter Company, primary contact, Lead Status and Source. Open the saved lead and note its LeadID. Follow the lead procedure.

2. Create the billing account

   On the lead choose Create Account. Enter Account Name and Account Type, then create it. Return to the lead and verify the link. This step is explicit; saving a lead does not itself create a commerce account.

3. Prepare something to sell

   Create an enabled product with a Code / SKU, Product type and Initial price. For the first rehearsal use an already configured product whose fulfillment behavior is understood. A subscription additionally needs a matching enabled billing schedule.

4. Prepare the quote

   Open /quote-insert, search for and select the account, then choose Continue to Quote. Add the product, quantity and unit price. Record the BasketID; you will use it throughout checkout.

5. Review before committing

   Check line quantities, discounts, tax, shipping and Total. Save Notes separately if you added quote notes. Use Review or Print to check the customer-facing document. Convert to Order finalizes the basket; it is not a payment.

6. Complete checkout

   Open Continue Checkout. Review the account, balance and processor environment. Follow the payment procedure for your configured method. Do not submit another charge merely because a browser response was delayed.

7. Close the loop

   Verify Amount Paid, Balance and Fulfillment separately. Return to the lead, record the outcome in Notes and set the next Follow Up Date. For a recurring item, inspect the resulting Product Renewal and its billing lifecycle.