Convert Leads into Opportunites

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Introduction

Turning leads into opportunities is a key part of managing your sales pipeline in Odoo CRM. Leads are potential sales contacts that aren’t yet qualified. Converting them into opportunities helps your sales team focus on serious prospects and close deals faster.

In this guide, we’ll walk you through how to enable leads, how to convert a lead into an opportunity, and what to look out for during the process.

Step-by-step Instructions

 

How to Enable Leads in Odoo CRM

 

To start using leads, follow these steps:

  • Go to the CRM
  • Click on Configuration → Settings.
  • Under the Leads section, check the box labeled Leads.
  • Click Save.

 

How to Disable Leads for a Specific Sales Team

 

By default, leads are enabled for all sales teams. To disable it for a specific team:

  • Go to CRM → Configuration → Sales Teams.
  • Select a sales team from the list.
  • Uncheck the Leads option under the Sales Team field.
  • Click Save.

 

How to Convert a Lead into an Opportunity

  • Navigate to CRM → Leads.
  • Click on a lead to open its details.
  • If you see a Similar Leads smart button, click it to review any duplicates.
  • Click the Convert to Opportunity button at the top of the page

 

What to Do in the Conversion Pop-Up

 

        In the pop-up window:

  • Conversion Action:
    • Select Convert to opportunity to create a new one.
    • Or choose Merge with existing opportunities if there are duplicates.
  • Salesperson & Sales Team:
    • You can assign the opportunity here (optional).
    • If a salesperson is chosen, the team field fills automatically.
  • Customer Options:
    • Create a new customer using the lead info.
    • Link to an existing customer from the dropdown.
    • Do not link to a customer if you just want to convert the lead without customer linkage.
    • Finally, click Create Opportunity.

 

 

How to View the Opportunity

  • Go to CRM → My Pipeline.
  • created opportunity in the pipeline view.

Tips for Managing Leads and Opportunities

  • Always check for duplicate leads before converting.
  • Assign a salesperson to improve follow-ups.
  • Use tags and stages to keep your pipeline organized.
  • Use filters and smart buttons to manage volume efficiently.

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