Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline.
Join us at Cybrosys Technologies as we dive into how to effectively use the Quality Leads Report in Odoo 18:
Define Your “Quality Lead”: Learn how to set up custom criteria in Odoo 18 that truly define what a “quality lead” means for your business (e.g., specific lead sources, professional email/phone, certain information fields filled).
Generate the Report: We’ll guide you through accessing and configuring the Quality Leads Report in Odoo’s CRM reporting section.
Apply Strategic Filters: Discover how to filter by Salesperson, Sales Team, Lead Creation Date, Source, Tags, and more to refine your report and gain actionable insights.
Analyse Performance: Use the report to compare the number of quality leads received by each salesperson, identify top-performing lead sources, and understand where your best opportunities are coming from.
Optimise Lead Distribution: Learn how to use this data to ensure quality leads are distributed fairly and efficiently across your sales team, maximising everyone’s potential.
Boost Conversion Rates: By focusing on leads most likely to close, you’ll significantly improve your sales team’s effectiveness and overall revenue.
This report is indispensable for any sales manager or team member looking to work smarter, not harder, in Odoo 18 CRM.
🔔 Ready to supercharge your lead qualification? Like this video, leave your questions in the comments, and subscribe to Cybrosys Technologies for more expert Odoo insights and tutorials!
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