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How to Manage Leads
in Odoo 18 CRM
Enterprise
Enterprise
In the Odoo CRM 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
Enterprise
First, enable the 'Leads' feature under the CRM in the CRM
configuration settings.
Enterprise
After enabling the feature, 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.
Enterprise
Enter the name, company name, contact name, and other required
fields, then save it.
Enterprise
When you click on '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.
Enterprise
After clicking the button, 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.
Enterprise
In the 'My Pipeline' submenu under Sales, clicking on it will open the
window below, where you can view the converted opportunity.
For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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How to Manage Leads in Odoo 18 CRM - Odoo Slides

  • 1. How to Manage Leads in Odoo 18 CRM Enterprise
  • 2. Enterprise In the Odoo CRM 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
  • 3. Enterprise First, enable the 'Leads' feature under the CRM in the CRM configuration settings.
  • 4. Enterprise After enabling the feature, 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.
  • 5. Enterprise Enter the name, company name, contact name, and other required fields, then save it.
  • 6. Enterprise When you click on '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.
  • 7. Enterprise After clicking the button, 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.
  • 8. Enterprise In the 'My Pipeline' submenu under Sales, clicking on it will open the window below, where you can view the converted opportunity.
  • 9. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com