67 lines
2.2 KiB
ReStructuredText
67 lines
2.2 KiB
ReStructuredText
================================
|
||
Convert leads into opportunities
|
||
================================
|
||
|
||
The system can generate leads instead of opportunities, in order to add
|
||
a qualification step before converting a *Lead* into an
|
||
*Opportunity* and assigning to the right sales people.
|
||
|
||
You can activate this mode from the CRM Settings. It applies to all your sales
|
||
channels by default. But you can make it specific for specific channels
|
||
from their configuration form.
|
||
|
||
Configuration
|
||
=============
|
||
|
||
For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings`
|
||
and activate the *Leads* feature.
|
||
|
||
.. image:: media/convert01.png
|
||
:align: center
|
||
|
||
You will now have a new submenu *Leads* under *Leads* where they
|
||
will aggregate.
|
||
|
||
.. image:: media/convert02.png
|
||
:align: center
|
||
|
||
Convert a lead into an opportunity
|
||
==================================
|
||
|
||
When you click on a *Lead* you will have the option to convert it to
|
||
an opportunity and decide if it should still be assigned to the same
|
||
channel/person and if you need to create a new customer.
|
||
|
||
.. image:: media/convert03.png
|
||
:align: center
|
||
|
||
If you already have an opportunity with that customer Odoo will
|
||
automatically offer you to merge with that opportunity. In the same
|
||
manner, Odoo will automatically offer you to link to an existing
|
||
customer if that customer already exists.
|
||
|
||
Merge opportunities
|
||
===================
|
||
|
||
Odoo will also automatically propose to merge opportunities if they have
|
||
the same email address. When merging opportunities, Odoo merges the
|
||
information into the opportunity which was created first, giving
|
||
priority to the information present on the first opportunity.
|
||
|
||
No information is lost: data from the other opportunity is logged in the
|
||
chatter and the information fields for easy access.
|
||
|
||
.. image:: media/convert_04.png
|
||
:align: center
|
||
|
||
Would you find a duplicate yourself, ...you can also merge opportunities
|
||
or leads even if the system doesn't propose it.
|
||
|
||
Here’s how, from the list view. Select the opportunities or leads you
|
||
want to merge and the action button will appear. Then, you can select merge.
|
||
|
||
.. image:: media/convert_05.png
|
||
:align: center
|
||
|
||
..note::
|
||
It is also possible to merge more than 2 opportunities or leads. |