Hoicko CRM Process Flow: Lead to Sales Order Explained

Every customer journey in Hoicko CRM follows six stages: Lead → Inquiry → Quotation → Approval → SAP Integration → Sales Order.

Stage	What Happens
1. Lead	A potential customer opportunity is captured with basic account, contact, and product-interest details.
2. Inquiry	The qualified lead is converted into a formal inquiry with full commercial and logistics detail.
3. Quotation	Pricing, Incoterms, and product-wise offers are generated and shared with the customer as a PDF.
4. Approval	The quotation/sales order is routed through an internal approval workflow.
5. SAP Integration	Approved data is pushed to SAP automatically.
6. Sales Order	The order is created, synced back from SAP with its SAP order number, and tracked to completion.

This single flow is what ties every other article in this help center together—Lead & Customer Management articles walk through each stage in detail.

Image