67 lines
2.2 KiB
ReStructuredText
67 lines
2.2 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.
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You can 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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Merge opportunities
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===================
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Odoo will also automatically propose to merge opportunities if they have
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the same email address. When merging opportunities, Odoo merges the
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information into the opportunity which was created first, giving
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priority to the information present on the first opportunity.
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No information is lost: data from the other opportunity is logged in the
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chatter and the information fields for easy access.
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.. image:: media/convert_04.png
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:align: center
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Would you find a duplicate yourself, ...you can also merge opportunities
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or leads even if the system doesn't propose it.
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Here’s how, from the list view. Select the opportunities or leads you
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want to merge and the action button will appear. Then, you can select merge.
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.. image:: media/convert_05.png
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:align: center
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.. note::
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It is also possible to merge more than 2 opportunities or leads. |