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Leads

40 PE
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In this course, you'll learn how to work with Leads using Odoo.

A lead stage is an additional stage before becoming an opportunity. It’s a feature that lets you distinguish qualified opportunities —like people who contact your company directly and ask for a quote— from those who might potentially be interested in your business, such as people who visit your website, follow you on social media, or subscribe to your newsletter.


Once their interest grows enough, they are assigned to the appropriate teams and salespersons, who convert them into opportunities and send them into the sales pipeline.

🖊️

Use the data from https://demo.odoo.comto answer these questions. 
Did you mess up? Start over with clean data by clicking Restart on the homepage!


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1. In order to use Leads in Odoo CRM, what setting MUST be activated?
Lead Opportunities Leads Lead Sales No setting is required
2. What happens in the CRM app when you activate the “Leads” feature?
Nothing happens. A “Leads” stage is created within the pipeline. A “Leads” tab is added to the CRM menu. A “Leads” checkbox is added to the opportunity form.
3. Let's assess your skills in using filters. How many leads have a probability greater than or equal to 50%?
10 13 19 22
4. Let’s create a new lead with this email address: md@oilcompany.fr. What happens when you assign Marc Demo as salesperson to this new lead?
Nothing happens. The sales team and the priority are updated. The lead is converted into an opportunity. The sales team and probability are updated.
5. Let’s add this phone number “+33 1 25 54 45 69” to our new lead. What happens to the number of similar leads?
It goes from 0 to 2 similar leads. It goes from 1 to 3 similar leads. It goes from 0 to 4 similar leads. It goes from 1 to 5 similar leads.
6. What happens if you convert this new lead into an opportunity?
An Odoo pop-up window offers to merge it with another opportunity. Odoo automatically creates a new customer. Odoo searches for related customers to link them. An Odoo pop-up window offers to merge it with similar leads.
7. When you merge opportunities, how does Odoo decide what information to keep?
The information from the first lead/opportunity is kept. The information from the most recent lead/opportunity is kept. All of the information is kept. The information from the opportunity is kept.
8. Can you link a lead to an existing customer when you convert it into an opportunity?
Yes, you can. But only if the “Contact Name” is already filled out in the opportunity form. No, you cannot. You have to create a new customer. However, you can merge them afterward. Yes, you can. Regardless of the “Contact Name” field in the opportunity form. No, you cannot. A new customer is automatically created. However, you can merge them afterward.
9. Can you reverse the process after clicking “lost”? If so, how?
No, you must create a new lead with the same data. Yes, click “Revert to lead” on the lost lead. No, you must duplicate the archived lost lead. Yes, click “Restore” on the lost lead.
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