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Convert Leads into Opportunites

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Converting a lead into an opportunity in Odoo CRM moves a contact from an unqualified enquiry into an active deal your sales team is working. This guide covers how to enable leads and convert them.

How to enable leads

  1. Go to CRM > Configuration > Settings.
  2. Under the Leads section, tick the Leads checkbox.
  3. Click Save. A Leads menu appears in the top bar.

How to disable leads for one sales team

Leads are enabled for all teams by default. To turn it off for a specific team:

  1. Go to CRM > Configuration > Sales Teams.
  2. Select the team.
  3. Uncheck Leads and click Save.

How to convert a lead into an opportunity

  1. Go to CRM > Leads and open the lead.
  2. If a Similar Leads smart button appears, check it first: it means a similar lead or opportunity may already exist and could need merging.
  3. Click Convert to Opportunity at the top of the lead.

Once converted, the record appears as an opportunity in the pipeline view.

Tips for managing leads and opportunities

  • Check for duplicate leads before converting.
  • Assign a salesperson to improve follow-up.
  • Use tags and stages to keep the pipeline organised.
  • Use filters and smart buttons to manage volume efficiently.

Frequently asked questions

Are leads enabled by default in Odoo CRM?

No, the Leads feature must be turned on in Settings before a separate Leads menu appears.

What should I check before converting a lead?

Whether a Similar Leads smart button appears, which means a matching lead or opportunity may already exist and could need merging first.

Can leads be turned off for just one sales team?

Yes, by unchecking Leads on that team’s configuration page, even while the feature stays on for others.

Need help?

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

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