リードを案件に変換

When moving opportunities through the CRM pipeline, Leads act as a qualifying step before a formal opportunity is created. Enabling Leads provides additional time to review an opportunity's potential and gauge its viability before it's assigned to a salesperson.

設定

リード 設定を有効にするには、 CRMアプリ ‣ 設定 ‣ 管理設定`に移動し、 :guilabel:`リード というラベルの付いたボックスにチェックを入れます。そして 保存 をクリックします。

Activating this feature adds the Leads menu option to the header bar located along the top of the screen.

Once the Leads setting has been activated, it applies to all sales teams by default. To turn off leads for a specific team, navigate to CRM app ‣ Configuration ‣ Sales Teams. Then, select a team from the list to open that team's configuration page. Clear the Leads checkbox, located beneath the Sales Team field, then click :icon: fa-cloud-upload Save.

リードを案件に変換

リードを 案件 に変換するには、CRMアプリ ‣ リード に移動し、リストからリードをクリックして案件を開きます。

警告

Attempting to convert a lead with a 100% probability into an opportunity will result in an error message.

ページの左上にある 案件に変換 ボタンをクリックします。

This opens a Convert to opportunity pop-up. Here, select the Convert to opportunity option in the Conversion Action field.

Then, select a Salesperson and a Sales Team to which the opportunity should be assigned. Neither field is required, but if a selection is made in the Salesperson field, the Sales Team is automatically populated based on the assignee's assigned team.

リードがすでに販売担当者またはチームに割当てられている場合、これらのフィールドにはその情報が自動的に入力されます。

guilabel:顧客 の見出しの下、以下のオプションから選択して下さい:

• Create a new customer: Choose this option to use the information in the lead to create a new customer record.

• Link to an existing customer: Choose this option, then select a customer from the drop-down menu to link this opportunity to.

最後に、全ての設定が完了したら、案件作成 をクリックします。

新しく作成された案件を表示するには、次の場所に移動します。CRMアプリ ‣ 自分のパイプライン

類似リードと案件をマージする

If a Similar Leads smart button appears at the top of the page for the lead, a similar lead or opportunity already exists in the database. Before converting the current lead, click the smart button to check if the leads should be merged.

To merge this lead with an existing similar lead or opportunity, click the Convert to Opportunity button and select Merge with existing opportunities in the Conversion Action field. This generates a list of the similar leads/opportunities to be merged.

When merging, Odoo gives priority to whichever lead/opportunity was created in the system first, merging the information into the first created lead/opportunity. The resulting record is an opportunity.