Successfully reported this slideshow.

How to convert leads to opportunity in Odoo 14

0

Share

Loading in …3
×
1 of 22
1 of 22

More Related Content

Related Books

Free with a 14 day trial from Scribd

See all

Related Audiobooks

Free with a 14 day trial from Scribd

See all

How to convert leads to opportunity in Odoo 14

  1. 1. www.cybrosys.com How to Convert Leads to Opportunity in Odoo 14 Odoo14 Community
  2. 2. INTRODUCTION ❖ Opportunity is a certified lead. ❖ 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. ❖ If you already have an opportunity with a client Odoo will automatically offer you to converge with that opportunity. ❖ 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
  3. 3. ❖ First of all open CRM module to view My Pipeline.
  4. 4. ❖ User can directly create new Opportunity from here.
  5. 5. ❖ Then goto Configuration > Settings.
  6. 6. ❖ Enable Leads option and SAVE.
  7. 7. ❖ A new Leads menu will be added.Open Leads.
  8. 8. ❖ All leads are listed here.Then click CREATE.
  9. 9. ❖ Give essential details and SAVE lead.
  10. 10. ❖ Then click CONVERT TO OPPORTUNITY button.
  11. 11. ❖ There are 2 options for conversion.Select Convert to opportunity.
  12. 12. ❖ There are 3 options for customer.Choose a customer if it is Link to an existing Customer. Then click Create Opportunity.
  13. 13. ❖ An Opportunity is created in New state.Then user can either create New Quotation, Mark won or Mark lost.
  14. 14. ❖ The second option is to merge with existing Leads.For that create a new Opportunity and save.
  15. 15. ❖ Click Convert to opportunity.
  16. 16. ❖ Select Merge with existing opportunities. Then Click Add a line.
  17. 17. ❖ This list all opportunities. Select the Opportunities to merge with and click Select.
  18. 18. ❖ Click Create Opportunity.
  19. 19. ❖ The new merged Opportunity is created.
  20. 20. For More Details Check our company website for related blogs and Odoo book. Odoo 14 book Check our YouTube channel for functional and technical videos in Odoo. How to Convert Leads to Opportunity in Odoo | Odoo 14 Community
  21. 21. Thank You

×