영업제안을 영업기회로 전환하기

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.

환경설정

영업제안 설정을 활성화하려면 CRM 앱 ‣ 환경 설정 ‣ 설정`으로 이동하여 :guilabel:`영업 제안 확인란에 표시합니다. 그런 다음 :guilabel:`저장`을 클릭합니다.

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.

영업제안을 영업기회로 전환하기

영업제안을 영업기회 로 전환하려면 CRM 앱 ‣ 영업제안 으로 이동한 후 목록에서 영업제안을 클릭하여 엽니다.

경고

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

페이지 왼쪽 상단에 있는 영업기회로 변환 버튼을 클릭합니다.

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.

영업사원이나 팀에 영업제안을 이미 할당된 경우에는, 해당 필드에 자동으로 관련 정보가 입력됩니다.

고객 제목 아래에 있는 다음 옵션 중에서 선택합니다.

• 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.

마지막으로, 설정이 모두 완료되면 :guilabel:`영업기회 만들기`를 클릭합니다.

새로 생성된 영업기회를 보려면 CRM 앱 ‣ 내 파이프라인 으로 이동합니다.

유사한 영업제안 및 영업기회 병합하기

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.