For clearing communication among teams and to see past transaction history, Odoo has give the feature that enables user or record Call logs for opportunities as well as Leads. Navigation guide Sales>> Sales>> Opportunities- Schedule/Call logsThis screen...
Leads who are referred by colleagues, family and friends are shown in the form under Extra info. You can apply these information to get better conversion rate in your leads. Navigation Sales>> Sales>> Leads- Refered by
Odoo feature for Leads also inclue activate or deactivate option of leads. You can make Leads active or deactivate by following this navigation Sales>> Sales>> Leads- Active checkbox. Please refer following screeshot when applying changes.
After meeting(s) with prospective Lead when sufficient information are extracted Sales person converts them in to opportunity. This takes the Record from Leads menu to Opportunity menu. Navigation guide Sales>> Sales>> Lead -Convert to opportunity
We can make Leads in odoo as dead from your CRM cycle by following these quick steps.Navigate to Sales>> Sales>> Leads – stages and click on Dead stage.You can refer to screengrab for more information.
When there are existing customer with request to repeat previous purchase or want to buy other set of product/services from you, You can alswas go ahead and create opportunity which falls below the layer of leads in the CRM funnel. Navigate to Sales>>...