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Joey

Hey there, 

      Curious how everyone is handling the prospecting flow of people through the CRM. From my initial understanding, Leads are used as a place to track early stage opportunities - but this isn't clearly a person, its a combination of a person and a company. 

    My use case would be i have an account list of key targets with multiple people at each account to reach out to. How should i handle that in the CRM? Do i import the companies as contacts -->companies and then import all of the people at each company as contacts--> individuals, and then create leads as i start prospecting out into those accounts? How do i tie all of the contacts i'm reaching out to to the lead record?

    Just curious how people are handling their workflows around sales prospecting in Odoo's setup. Thanks for any thoughts here!

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Dieuladonné Kihdze
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Hi! Here’s a structured way to manage your sales prospecting workflow in Odoo:

1.  Import Key Accounts (Companies):

  • Import each target account as a contact of type Company (is_company = True).
  • Example: “ABC Group”

2. Import People at Each Account:

  • Import each person as a contact with a link (parent_id) to their company.
  • Contact type: Individual (is_company = False).
  • Example: “John Doe” linked to “ABC Group”

3. Create Leads as You Start Prospecting:

  • For each prospecting attempt or campaign, create a Lead in the CRM.
  • Link the main contact (person you're initially reaching out to) in the Contact field on the Lead form.
  • Also associate the Company field with the related account.

4. How to Associate Multiple People to a Single Lead:

By default, Odoo only allows one contact per lead, but there are a few ways to work around that:

  • Option A: Use the description field to list all people you're reaching out to.
  • Option B: Add other contacts as followers (subscribers) of the lead so they’re notified and included.
  • Option C : Add a Many2many field to link multiple contacts to a lead (requires custom development or Odoo Studio).

5. Enhance Your Workflow:

  • Use Tags, Pipeline Stages, or Scheduled Activities (calls, emails, meetings) to manage outreach to multiple individuals within each account.
  • This helps you track who was contacted, when, and with what outcome.
    Hope this will help you!

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BGR Projects

Nice workflow design. I just had one query @joey, are these orgs/contacts pre-qualified or this needs to be done? If these are pre-qualified then would it not be better to have them imported into the Opportunities section?