Customer Relationship Management

Last updated: october 24, 2019

Customer Relationship Management

Convert Leads into Opportunities

Opportunity is a certified lead. The particular arrangement has met certain criteria and show a high incentive to the business, or a high likelihood of closing, you have to get the enough subtleties from your visitors. On the off chance it matches with your business intrigue, you can change over them into opportunities.

You can gather the leads instead of creating an opportunity and setup the procedure to qualify those leads before you convert them into opportunities.

Odoo helps you to convert a lead into an opportunity and assign them to the correct sales reps. One can activate this mode from the CRM Settings. It applies to every one of your business channels by default. Yet, you can make it explicit for explicit channels from their configuration form.

On the off chance if you already have an opportunity with that client Odoo will automatically offer you to converge with that opportunity. In a similar way, Odoo will consequently offer you to link to a current client if that client as of now exists. By default, if you have an opportunity made in the sales channel, you can have leads when somebody get in touch with you on the website contact us page or send an email to the predefined email address.

When you click on a Lead, you will have the choice to change over it to an opportunity and decide if it should even now be doled out to a similar channel/person and if you need to make another client.



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