Hình nền Tài liệu

David Tran CRM Lượt Xem: 156

The system can generate leads instead of opportunities, in order to add a qualification step before converting a Lead into an Opportunity and assigning to the right sales people. 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.

Cấu hình

For this feature to work, go to CRM --> Configuration --> Settings and activate the Leads feature.

media/convert01.png

You will now have a new submenu Leads under Pipeline where they will aggregate.

media/convert02.png

Convert a lead into an opportunity

When you click on a Lead you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer.

media/convert03.png

If you already have an opportunity with that customer Odoo will automatically offer you to merge with that opportunity. In the same manner, Odoo will automatically offer you to link to an existing customer if that customer already exists.