Converting Lead to Opportunity in Odoo 15 CRM

Converting Lead to Opportunity in Odoo 15 CRM

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  Convert Lead to Opportunityin Odoo 15 CRM www.cybrosys.com
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  INTRODUCTION ❖ In CustomerRelationship Management opportunity management is the key to success. We can create an opportunity once we start a sale deal discussion with a customer. ❖ The stage changes when our discussion progresses and we can say we have won the opportunity when the customer engages in a deal with our firm. ❖ The system can generate leads instead of opportunities, in order to add a qualification step before converting a Lead into an Opportunity and assigning it to the right salespeople. ❖ You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form.
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  ❖ Goto CRM> Configuration > Settings.
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  ❖ Under CRMsettings > Enable the option Leads > We will get menu Called Leads.
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  ❖ If youdid all these steps, you will be able to view the Leads menu in your dashboard as shown in the below image.
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  ❖ you canconvert the lead into an opportunity by clicking on the CONVERT TO OPPORTUNITY button available on the form.
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  ❖ When youclick on the CONVERT TO OPPORTUNITY button, you might be displayed with a pop up window where you have to create an opportunity with all the given details.
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  ❖ In theconversion window, you can specify the conversion action. Here Odoo allows you to convert the lead into a new opportunity or the lead can be merged with the existing opportunities. ❖ Moreover, you can assign this opportunity to a specific Salesperson and Sales Team.The opportunity can be added by selecting the Add a line option available. ❖ If you are converting the lead separately as an opportunity, the Odoo platform provides you with other options to connect the lead to the customer available. ❖ After completing these steps, you can click on the CREATE OPPORTUNITY button available in the pop up window.
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  ❖ Here wecan see the merged leads.
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  ❖ From herewe can mark as won and lost and also we can convert into new quotation
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  ❖ By clickingWON button the state will be changed into won state and there is also to become lost this opportunity.
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  ❖ We canmark as Lost by specify lost reason even if it is a won lead by clicking MARK LOST.
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  ❖ We canmark as Lost by specify lost reason even if it is a won lead by clicking MARK LOST. We can restore a lead by > RESTORE button.
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  ❖ We canmark as Lost by specify lost reason even if it is a won lead by clicking MARK LOST. We can restore a lead by > RESTORE button.The lost opportunity will returned into it’s old state.You can create quotation by clicking on the NEW QUOTATION button.
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  ❖ Add productdetails and confirm your quotation.
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  ❖ You canCREATE INVOICE for the quotation and validate the Delivery created.
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  ❖ And youcan also directly create lead from pipeline by clicking ‘+’ icon.We add more details by EDIT button.We can also convert lead into opportunity just by a drag and drop from NEW to QUALIFIED
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  For More Details Check ourcompany website for related blogs and Odoo book. CRM - Odoo 15 Enterprise Book Check our YouTube channel for functional and technical videos in Odoo. How to Convert Lead to Opportunity in Odoo 15 CRM
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  Thank You