Odoo Help


This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.


What are the main concepts used in CRM?

Els Van Vossel (evv)
on 6/11/14, 3:32 AM 802 views

I'm using Odoo CRM. What is the difference between a lead, a prospect (i.e. an opportunity) and a customer?

This question has been included in the official documentation.

Els Van Vossel (evv)

--Els Van Vossel (evv)--
| 6 3 7
--Els Van Vossel (evv)--

Author of some OpenERP / Odoo books

Els Van Vossel (evv)
On 6/11/14, 3:34 AM

There are basically three types of people you’ll interact with during the sales process:

  • Leads
  • Prospects (or Opportunities)
  • Customers

lead is someone who becomes aware of your company or someone who you decide to pursue for a sale, even if they don’t know about your company yet. Typically, this includes everyone in one big group, but you could also break this down further to only look at qualified leads, which are leads that meet certain qualifications to becoming customers. For example, if you’re selling pet products, a qualified lead is someone who has a pet, versus someone who simply likes the cute animal pictures on your blog, but will never buy anything from you.

Prospect is a term that’s used differently based on the company. In many cases, it is used interchangeably with qualified lead, but usually, a prospect is someone who has had some kind of contact with your company and they are still interested. All prospects are leads, but not all leads are prospects.

We all know what customers are! These are people who have made a purchase. You can further separate out people who have made just one purchase and people who have made several purchases, or repeat customers.

Inspired by the Best of Miller Heiman Sales Performance Tips Funnel Management Best Practices

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

1 follower(s)


Asked: 6/11/14, 3:32 AM
Seen: 802 times
Last updated: 3/16/15, 8:10 AM