================================ Convert leads into opportunities ================================ *Leads* act as qualifying steps before an opportunity is created. This provides additional time before a potential opportunity is assigned to a sales person. Configuration ============= To activate the *Leads* setting, navigate to :menuselection:`CRM app --> Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. Then, click :guilabel:`Save`. .. image:: convert/convert-leads-leads-setting.png :align: center :alt: Leads setting on CRM configuration page. Activating this feature adds a new menu, :guilabel:`Leads`, to the header menu bar at the top of the screen. .. image:: convert/convert-leads-leads-menu.png :align: center :alt: Leads menu on CRM application. Once the *Leads* setting has been activated, it applies to all sales teams by default. To turn off leads for a specific team, navigate to :menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a team from the list to open the record, and uncheck the :guilabel:`Leads` box. Once done, click :guilabel:`Save`. .. image:: convert/convert-leads-leads-button.png :align: center :alt: Leads menu on CRM application. Convert a lead into an opportunity ================================== To convert a lead into an *opportunity*, navigate to :menuselection:`CRM --> Leads`, and click on a :guilabel:`Lead` from the list to open it. In the upper-left corner of the screen, click the :guilabel:`Convert to Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up window. .. image:: convert/convert-leads-convert-opp-button.png :align: center :alt: Create opportunity button on a lead record. On the :guilabel:`Convert to opportunity` pop-up window, in the :guilabel:`Conversion action` field, select the :guilabel:`Convert to opportunity` option. .. note:: If a lead, or an opportunity, already exists in the database for this customer, Odoo automatically suggests merging both leads/opportunities. For more information on merging leads and opportunities, see the section on how to :ref:`merge leads ` below. Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which the opportunity should be assigned. If the lead has already been assigned to a salesperson or a team, these fields automatically populate with that information. .. image:: convert/convert-leads-conversion-action.png :align: center :alt: Create opportunity pop-up. Under the :guilabel:`Customer` heading, choose from the following options: - :guilabel:`Create a new customer`: Choose this option to use the information in the lead to create a new customer. - :guilabel:`Link to an existing customer`: Choose this option, then select a customer from the resulting drop-down menu, to link this opportunity to the existing customer record. - :guilabel:`Do not link to a customer`: Choose this option to convert the lead, but not link it to a new or existing customer. Lastly, when all configurations are complete, click :guilabel:`Create Opportunity`. .. _sales/crm/acquire_leads/merge-leads: Merge leads and opportunities ============================= Odoo automatically detects similar leads and opportunities by comparing the email addresses of the associated contacts. If a similar lead/opportunity is found, a :guilabel:`Similar Lead` smart button appears at the top of the lead/opportunity record. .. image:: convert/convert-leads-similar-leads.png :align: center :alt: Similar leads smart button. To compare the details of the similar leads/opportunities, click the :guilabel:`Similar Leads` button. This opens a kanban view with only the similar leads/opportunities. Click into each card to view the details for each lead/opportunity, and confirm if they should be merged. .. important:: When merging, Odoo gives priority to whichever lead/opportunity was created in the system first, merging the information into the first created lead/opportunity. However, if a lead and an opportunity are being merged, the resulting record is referred to as an opportunity, regardless of which record was created first. After confirming that the leads/opportunities should be merged, return to the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to change to list view. Check the box on the left of the page for the leads/opportunities to be merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the page, to reveal a drop-down menu. From that drop-down menu, select the :guilabel:`Merge` option to merge the selected opportunities (or leads). When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up window, decide to :guilabel:`Assign opportunities to` a :guilabel:`Salesperson` and/or :guilabel:`Sales Team`. Below those fields, the leads/opportunities to merge are listed, along with their related information. To merge those selected leads/opportunities, click :guilabel:`Merge`. .. note:: When merging opportunities, no information is lost. Data from the other opportunity is logged in the chatter, and the information fields, for reference. .. image:: convert/convert-leads-merge.png :align: center :alt: Merge option from action menu in list view.