General Design Principles
Opportunity is required for every closed sale.
Serial No and Warranty are registered from opportunity.
Scenario 1 - Inside Sales Lead
Inside Sales can work on the Lead, to Opportunity, and then to Quote.
Inside Sales can decide to turn the opportunity to a dealer to work on
Scenario 2 - Dealer Cash Deal
No need to quote
Register Warranty directly to create an opportunity
Scenario 3 - Dealer Quote
For walk-in customers
Create Quote to create Opportunity.
Register Warranty after a quote is closed