In this video, we will discuss how to convert your leads to business opportunities in Odoo 15. #odoo15crm
In Customer Relationship Management opportunity management is the key to success. We can create an opportunity once we start a sale deal discussion with a customer. The stage changes when our discussion progresses and we can say we have won the opportunity when the customer engages in a deal with our firm.
The system can generate leads instead of opportunities, in order to add a qualification step before converting a Lead into an Opportunity and assigning it to the right salespeople.
You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form.
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