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>>...
Leads are provided with basic information as Phone number etc, but once leads are interested in the products/ services they tend to share more information that can be organised and store in odoo. Navigation- Sales>> Sales>> Leads- Contact detailsPlease use...
When passing your Leads through Sales funnel it is must have feature to prioritize the leads and spread to your sales team. Sales team will put efforts based on the priorities and get the customer inside business cycle. So to do this navigate to Sales>>...
Imagine you have 30,000 leads from Spring Promotions and you dont have track over demography of them then it is very hard to take any decision. Function allow you to understand the type of customer, this helps when utilising the marketing efforts. Navigation...