1 / 21

How to Create Leads and What Are the Lead Creation Types in Odoo 13

CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal. Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management.

christinatilly
Download Presentation

How to Create Leads and What Are the Lead Creation Types in Odoo 13

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Create Leads, and What are the Lead Creation Types in Odoo 13? www.cybrosys.com

  2. INTRODUCTION • Lead: - A conceivable future deal, it might be made in light of the fact that a client enquired an item. • CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order and genuine deal (receipt age and installment). • Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management.

  3. The fundamental advances engaged with following a deal can be recorded as beneath. • You can without much of a stretch make a lead from the CRM pipeline itself. • One would also be able to plan the following action for your lead. • Odoo provisions next movement alternatives like Email, Call, Meeting, Follow up Quote, Call for Demo and so on.

  4. Goto CRM > Configuration > Settings.

  5. Under CRM > Enable the option Leads > We will get menu Called Leads

  6. Then goto CRM -> Leads , We can see all the leads of the company

  7. For manually creating leads > Leads >create,

  8. Specify the lead details > Save From here also we can convert it to an opportunity and mark as lost

  9. To convert into opportunity > Click on the Leads

  10. Click > CONVERT TO OPPORTUNITY

  11. Here we can assign opportunity to sales person & team > Create opportunity

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

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

  14. We can restore a lead by > RESTORE

  15. The lost opportunity will returned into it’s old state

  16. While converting into opportunity ,we can merge it with existing opportunity :For that Select the opportunity > CREATE OPPORTUNITY

  17. We can also convert lead into opportunity just by a drag and drop from NEW to QUALIFIED

  18. Under Reporting Menu we will get Lead, Pipeline, Activities reports

  19. For More Details Check our company website for related blogs and Odoo book. How to Manage Leads in Odoo 13 CRM Check our YouTube channel for functional and technical videos in Odoo. How to create leads, and what are the lead creation types in odoo 13?

  20. Thank You

More Related