41 lines
1.3 KiB
ReStructuredText
41 lines
1.3 KiB
ReStructuredText
================================
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Convert leads into opportunities
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================================
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The system can generate leads instead of opportunities, in order to add
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a qualification step before converting a *Lead* into an
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*Opportunity* and assigning to the right sales people. You can
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activate this mode from the CRM Settings. It applies to all your sales
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channels by default. But you can make it specific for specific channels
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from their configuration form.
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Configuration
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=============
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For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings`
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and activate the *Leads* feature.
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.. image:: media/convert01.png
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:align: center
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You will now have a new submenu *Leads* under *Leads* where they
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will aggregate.
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.. image:: media/convert02.png
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:align: center
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Convert a lead into an opportunity
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==================================
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When you click on a *Lead* you will have the option to convert it to
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an opportunity and decide if it should still be assigned to the same
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channel/person and if you need to create a new customer.
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.. image:: media/convert03.png
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:align: center
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If you already have an opportunity with that customer Odoo will
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automatically offer you to merge with that opportunity. In the same
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manner, Odoo will automatically offer you to link to an existing
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customer if that customer already exists.
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