Manage Your Opportunity Pipeline in Odoo 15 CRM

Manage Your Opportunity
Pipeline in Odoo 15 CRM
www.cybrosys.com

INTRODUCTION
❖ In Customer Relationship 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.
❖ Get reminded of what needs to be done and schedule the next activities to undertake.
Odoo helps you to easily plan your usual flow of activities.

❖ We can manage and view the opportunities from pipeline in CRM module .

❖ And you can 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

❖ From Edit button we can make changes to the opportunity.

❖ We can also set colors to opportunity. Select the color as your wish.

❖ By Edit button we will get form view of opportunity and can make changes to the
opportunity details.

❖ You will be able to view the Leads menu in your dashboard as shown in the below image.

❖ Odoo allows schedule activity from pipeline. For that click on that icon and schedule the
activity.

❖ We can specify the activity type and date summary etc. about activity and SCHEDULE

❖ We will get newly added activity from kanban view.

❖ You can convert the lead into an opportunity by clicking on the CONVERT TO
OPPORTUNITY button available on the form.

❖ When you click 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.

❖ In the conversion 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.

❖ Here we can see the merged leads.

❖ From here we can mark as won and lost and also we can convert into new quotation

❖ By clicking WON button the state will be changed into won state and there is also to
become lost this opportunity.

❖ We can mark as Lost by specify lost reason even if it is a won lead by clicking MARK
LOST.

LOST. We can restore a lead by > RESTORE button.

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.

❖ Add product details and confirm your quotation.

❖ You can CREATE INVOICE for the quotation and validate the Delivery created.

For More
Details
Check our company 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 Manage Your Opportunity Pipeline in Odoo 15
CRM

Manage Your Opportunity Pipeline in Odoo 15 CRM

More Related Content

Similar to Manage Your Opportunity Pipeline in Odoo 15 CRM

More from Celine George

Recently uploaded

Manage Your Opportunity Pipeline in Odoo 15 CRM