How to Convert Leads to Opportunity in Odoo | Odoo 14 Community
2Convert Leads to Opportunities in Odoo 14 CRM: Opportunity is a certified lead. The particular arrangement has met certain criteria and shows a high incentive to the business, or a high likelihood of closing, you have to get 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 set up the procedure to qualify those leads before you convert them into opportunities.
Video Contents:
0:00 Introduction
1:08 Enable leads from configuration settings
2:00 How to create a new lead
3:18 Converting lead to opportunity
5:28 Quotation for desk
6:52 Merging an opportunity to existing opportunity
8:56 Goto pipeline
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 gets in touch with you on the website contacts 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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