CRM Leads and Opportunity

Leads and opportunities are the starting point of the Odoo CRM pipeline. This section covers how leads are created, converted and enriched, and how the resulting opportunities are quoted, tracked and reported on.

What this covers

A lead can arrive by email, a website form, or manual entry, and is converted into an opportunity once it looks worth pursuing. From there, it can be enriched with company data, quoted, assigned to a sales team, and tracked through to a win or a loss.

Topics covered in this knowledge base

This section explains converting leads into opportunities, predictive lead scoring, creating leads from email or manually, enriching contacts with partner autocomplete and lead enrichment, creating and sending quotations, managing sales teams, pipeline analysis, lost opportunities, and using activities for sales teams.

Frequently asked questions

What is the difference between a lead and an opportunity in Odoo CRM?

A lead is an unqualified enquiry, while an opportunity is a lead that has been reviewed and is being actively worked in the pipeline.

Can leads be enriched with company data automatically?

Yes, using partner autocomplete or lead enrichment, which add business details to a contact or lead.

Need help?

Need help managing leads and opportunities in Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.