How to Manage Leads and Opportunities in Odoo CRM
Overview
Odoo CRM is designed to help you track and manage customer interactions, leads, and sales opportunities efficiently. This guide will walk you through how to use Odoo CRM for your daily sales activities.
Important Note: Palmate has no liability for any loss of data or system downtime caused by unauthorized changes made by end users. Please avoid making technical or workflow changes without consulting your system administrator.
Understanding Leads and Opportunities
• Lead: A potential customer or inquiry that hasn’t yet been qualified.
• Opportunity: A qualified lead that you are actively working on to close a deal.
Odoo CRM helps you manage both in a structured and organized way.
Step 1: Viewing and Updating Leads
1. Navigate to the CRM Module from your dashboard.
2. Go to the Leads menu.
3. Use filters (e.g., by salesperson, priority) to narrow down the list.
4. Click on a lead to view details such as customer name, contact information, and source.
5. Update the lead status or add notes by clicking the Edit button.
Step 2: Converting Leads into Opportunities
1. Open a lead record.
2. Click on Convert to Opportunity in the action menu.
3. Assign the opportunity to the correct salesperson or team.
4. Add tags or other relevant details for tracking.
5. The lead will now appear under the Opportunities pipeline.
Step 3: Tracking Opportunities in the Pipeline
1. Navigate to the Pipeline view in the CRM module.
2. Opportunities are displayed as cards in different stages (e.g., New, Qualified, Proposal Sent).
3. Move opportunities between stages by dragging and dropping cards.
4. Click on a card to update details, schedule follow-ups, or log customer interactions.
Step 4: Automating Sales Activities
1. Use the Schedule Activity feature to set reminders for follow-ups, calls, or meetings.
2. Automate email templates to send proposals or follow-up messages.
3. Configure workflows (handled by your admin) to auto-assign leads or opportunities based on rules.
Step 5: Generating Sales Reports
1. Go to the Reporting section of the CRM module.
2. Choose the type of report (e.g., Salesperson Performance, Conversion Rates).
3. Use filters and grouping options to analyze the data.
4. Export reports to Excel or PDF for sharing with your team.
Best Practices for Managing Leads and Opportunities
1. Keep lead and opportunity details updated to ensure accurate reporting.
2. Use the pipeline view regularly to track the progress of deals.
3. Follow up promptly on high-priority leads to improve conversion rates.
4. Avoid duplicating records; always search before creating a new lead or opportunity.
Palmate Disclaimer
Palmate has no liability for any loss of data or system functionality caused by unauthorized changes made by end users. Always consult your system administrator for any advanced configurations or technical modifications.