63636d0518
closes odoo/documentation#8476 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
98 lines
4.3 KiB
ReStructuredText
98 lines
4.3 KiB
ReStructuredText
================================
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Convert leads into opportunities
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================================
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*Leads* act as a qualifying step before an opportunity is created. This provides additional time to
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review its potential, and gauge its viability, before the opportunity is assigned to a salesperson.
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Configuration
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=============
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To activate the *Leads* setting, navigate to :menuselection:`CRM app --> Configuration --> Settings`
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and check the box labeled, :guilabel:`Leads`. Then, click :guilabel:`Save`.
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.. image:: convert/convert-leads-leads-setting.png
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:align: center
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:alt: Leads setting on CRM configuration page.
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Activating this feature adds a new menu option, :guilabel:`Leads`, to the header bar, located along
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the top of the screen.
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.. image:: convert/convert-leads-leads-menu.png
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:align: center
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:alt: Leads menu on CRM application.
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Once the *Leads* setting has been activated, it applies to all sales teams by default. To turn off
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leads for a specific team, navigate to :menuselection:`CRM app --> Configuration --> Sales Teams`.
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Then, select a team from the list to open that team's configuration page. Clear the
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:guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` field, then click
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:guilabel:`Save`.
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.. image:: convert/convert-leads-leads-button.png
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:align: center
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:alt: Leads menu on CRM application.
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Convert a lead into an opportunity
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==================================
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To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app --> Leads`, and click
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on a lead from the list to open it.
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.. warning::
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If a :guilabel:`Similar Leads` smart button appears at the top of the page for the lead, it
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indicates a similar lead or opportunity already exists in the database. Before converting this
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lead, click the smart button to confirm if the lead should be merged.
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.. image:: convert/similar-leads-smart-button.png
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:align: center
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:alt: Close up of a lead with emphasis on the Similar Leads smart button.
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Click the :guilabel:`Convert to Opportunity` button, located at the top-left of the page.
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.. image:: convert/convert-leads-convert-opp-button.png
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:align: center
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:alt: Create opportunity button on a lead record.
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This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the :guilabel:`Conversion
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Action` field, select the :guilabel:`Convert to opportunity` option.
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.. note::
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To merge this lead with an existing similar lead or opportunity, select :guilabel:`Merge with
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existing opportunities` in the :guilabel:`Conversion Action` field. This generates a list of the
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similar leads/opportunities to be merged.
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When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
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merging the information into the first created lead/opportunity. However, if a lead and an
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opportunity are being merged, the resulting record is referred to as an opportunity, regardless
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of which record was created first.
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Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which the opportunity should
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be assigned. Neither field is required, though if a selection is made in the :guilabel:`Salesperson`
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field, the :guilabel:`Sales Team` field is populated automatically, based on the salesperson's team
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assignments.
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If the lead has already been assigned to a salesperson or a team, these fields automatically
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populate with that information.
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.. image:: convert/convert-leads-conversion-action.png
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:align: center
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:alt: Create opportunity pop-up.
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Under the :guilabel:`Customer` heading, choose from the following options:
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- :guilabel:`Create a new customer`: choose this option to use the information in the lead to create
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a new customer record.
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- :guilabel:`Link to an existing customer`: choose this option, then select a customer from the
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resulting drop-down menu, to link this opportunity to an existing customer record.
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- :guilabel:`Do not link to a customer`: choose this option to convert the lead, but not link it to
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a new or existing customer.
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Lastly, when all configurations are complete, click :guilabel:`Create Opportunity`.
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To view the newly created opportunity, navigate to :menuselection:`CRM app --> My Pipeline`.
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.. note::
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Some filters may need to be removed from the :guilabel:`Search...` bar on the top
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:guilabel:`Pipeline` page to view all opportunities.
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