Skip to Content
Menu
This question has been flagged
2 Replies
3513 Views

Process of converting lead to opportunity in Odoo?

Avatar
Discard
Best Answer

Hi There,

Reply : In Odoo, you can convert a lead into an opportunity by following these steps.

1. In the Leads dashboard, locate the lead that you want to convert into an opportunity and click on it to open the lead form.

2. Confirm the lead's details, click on the "Convert to Opportunity" button, typically located in the top right corner of the lead form.

3. Odoo will prompt you with a conversion dialog box. Here, you can specify the details for the new opportunity, such as the customer, expected revenue, expected closing date, and other relevant information.

4. After entering the necessary details, click on the "Convert" button to convert the lead into an opportunity.

5. Odoo will create a new opportunity record based on the lead's information and populate it with the provided details.

6. You will be redirected to the newly created opportunity form, where you can further manage and work on the opportunity, including updating its stage, adding notes, assigning team members, and tracking its progress.


Regards,

Ksolves Team!

Avatar
Discard
Related Posts Replies Views Activity
4
Oct 17
13226
1
Mar 15
5271
0
Mar 15
5993
0
Jun 25
557
0
Apr 25
3