Learn how to create and manage leads manually in Odoo 20 CRM with this complete step-by-step functional tutorial. Whether you are capturing inbound customer inquiries, recording details from networking events, or manually logging prospects gathered by your sales reps, maintaining clean lead data in Odoo 20 is essential for building an organised and high-converting sales pipeline.
In this video, we guide you through the entire lead creation form, offering clear explanations for every critical field. You will learn how to configure customer contact details, assign deal titles, set priority ratings, and apply custom tags for easy lead segmentation. We also explore background tracking setups—including expected revenue forecasting, sales team assignments, and marketing parameters like campaign, source, and medium—to help you track lead origin and ROI effortlessly.
Finally, we demonstrate how to qualify your prospects and seamlessly convert manual leads into active opportunities inside your sales pipeline. By establishing an accurate and standardised lead-logging workflow, your sales team can improve follow-up times, maintain clear internal accountability, and close deals faster in Odoo 20 CRM. Don’t forget to subscribe to the channel for more hands-on Odoo 20 functional guides, and feel free to drop any questions or tutorial requests in the comments section below!
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