Converting Your Lead to Opportunity in Odoo 16 CRM | Odoo 16 Enterprise Edition
3This video explains how to convert a lead into an opportunity. A lead would increase the probability of establishing a business deal with the customer. #odoo16crm
Video Chapters
00:00 Introduction
00:40 Enable the leads
01:16 Open a lead from the leads menu
02:22 Convert to opportunity, merge with an existing opportunity
04:20 Create direct opportunity
06:35 Opportunity explanation
08:06 Convert to quotation
09:05 Won
09:14 Lost
09:39 Filter by Lost and Won
This can be done with the help of follow-up via email, phone calls, or a conference. The lead is then transformed to chance.
#odootutorials #odoo16enterprise
An individual can generate an opportunity at the beginning of a sale discussion with a consumer.
Based on the progress discussion with the customer, the stage changes as per the deal.
Connect With Us:
------------
➡️Website: https://www.cybrosys.com/
➡️Email: info@cybrosys.com
➡️Twitter: https://twitter.com/cybrosys
➡️LinkedIn: https://www.linkedin.com/company/cybr...
➡️Facebook: https://www.facebook.com/cybrosystech...
➡️Instagram: https://www.instagram.com/cybrosystech/
➡️Pinterest: https://pinterest.com/cybrosys/