This video explains how to convert a lead into an opportunity. A lead would increase the probability of establishing a business deal with the customer. #odoo16crm
Video Chapters
00:00 Introduction
00:40 Enable the leads
01:16 Open a lead from the leads menu
02:22 Convert to opportunity, merge with an existing opportunity
04:20 Create direct opportunity
06:35 Opportunity explanation
08:06 Convert to quotation
09:05 Won
09:14 Lost
09:39 Filter by Lost and Won
This can be done with the help of follow-up via email, phone calls, or a conference. The lead is then transformed to chance.
#odootutorials #odoo16enterprise
An individual can generate an opportunity at the beginning of a sale discussion with a consumer.
Based on the progress discussion with the customer, the stage changes as per the deal.
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#Converting #Lead #Opportunity #Odoo #CRM #Odoo #Enterprise #Edition