How to Manage Leads in Odoo 18 CRM - Odoo Slides

How to Manage Leads in Odoo 18 CRM - Odoo Slides

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  How to ManageLeads in Odoo 18 CRM Enterprise
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  Enterprise In the OdooCRM module, a lead represents a genuine inquiry from an individual or organization showing interest in your products or services. It may also refer to an interaction gathered by the salesperson. Leads can originate from various channels, including phone calls, messages, blog posts, contact forms, emails, link tracking, marketing campaigns, live chats, events, and more. These leads are eventually converted into opportunities, making it crucial to manage them effectively and with care. Introduction
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  Enterprise First, enable the'Leads' feature under the CRM in the CRM configuration settings.
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  Enterprise After enabling thefeature, the 'Leads’ menu will appear. Upon clicking this menu, you will notice that some Leads are already available. To add a new lead, simply click the 'New' button.
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  Enterprise Enter the name,company name, contact name, and other required fields, then save it.
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  Enterprise When you clickon 'Convert to Opportunity', a pop-up window opens where you can either create a new opportunity or merge with existing ones. Then, click 'Create Opportunity' to proceed.
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  Enterprise After clicking thebutton, the lead is converted into an opportunity with the state set to 'New'. You can then create a quotation by clicking the 'New Quotation' button.
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  Enterprise In the 'MyPipeline' submenu under Sales, clicking on it will open the window below, where you can view the converted opportunity.
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  For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com