What is difference between lead and an opportunity in Odoo?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
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Hi,
Please have a look at the answers given here:
1. https://www.odoo.com/forum/help-1/question/terminology-clarification-leads-opportunities-6207
2. https://www.odoo.com/forum/help-1/question/sales-advice-lead-vs-opportunity-90668
3. https://subscription.packtpub.com/book/big_data_and_business_intelligence/9781784394554/3/ch03lvl1sec27/leads-and-opportunities
Thanks
Hello Niyas Raphy,
Thank you; the URLs you mentioned are really useful.
I want to ask one more question; adding to it.
Is there any way to automatically integrate Odoo quotation with the CRM leads?
Thanks
Yes, by default there is connection, there is option to create quotation from opportunity/leads
Thanks Niyas but it is the manual process and i want to know about the automated process to integrate the quotation with the CRM leads.
A single button that creates a Quotation, which is linked to the Opportunity, is what Niyas is describing. A single click is pretty automated. Are you asking for the Quotation to be automatically generated? Why? When? What would it contain? Perhaps you can explain what your definition of "automated process" means?
Suppose a customer is a registered portal user and He/she added a product to the cart. Now I am asking that is it possible that an opportunity will be created automatically as the customer has added the product to the cart?
Hope I am able to explain my question!
As Far as I Know
If customer only add product in to chart its not automatically create quotation.
Customer must complete the checkout process on e-commerce or portal website. Then system automated create quotation.
but don't worry if customer has item on cart and not go to next process, odoo system will remider you from abandon cart feature. its super easy to know on website and e-commerce module.
I hope the answer can help.
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