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Domov └CRM └CRM Leads

CRM

0 %

Completed

Course content
  • CRM Basics
    • Introduction to Odoo CRM 10 xp
      • Kvíz
    • CRM Basics and Pipelines 40 xp
      • Join this Course to access resources
      • Kvíz
    • CRM Basics: Probabilities & Sales Teams 40 xp
      • Kvíz
    • CRM Scheduling Activities 40 xp
      • Join this Course to access resources
      • Kvíz
    • Wins and Losses 10 xp
      • Kvíz
    • Sales Teams Setup & Leads Assignment 10 xp
      • Kvíz
    • CRM Activities Automations and Reporting 40 xp
      • Kvíz
    • Sales Team Reporting 10 xp
      • Kvíz
    • Gmail Mailbox Plugin 10 xp
      • Kvíz
    • Outlook Mailbox Plugin 10 xp
      • Kvíz
    • Marketing Attribution Report 10 xp
      • Kvíz
  • Lead Generation
    • CRM Leads 40 xp
      • Join this Course to access resources
      • Kvíz
    • Lead Generation - Forms & Email Aliases 40 xp
      • Kvíz
    • Lead Generation - Events, Appointments, and Website Visitors 40 xp
      • Kvíz
    • Lead Enrichment 40 xp
      • Kvíz
    • Lead Mining 60 xp
      • Kvíz
  • Lead Management
    • Predictive Lead Scoring 40 xp
      • Join this Course to access resources
      • Kvíz
    • CRM Basics: Scheduled Activities & Moving Opportunities 10 xp
      • Kvíz
  • Performance Analysis
    • Gamification 40 xp
      • Kvíz

CRM Leads

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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.com to answer these questions.
Did you mess up? Start over with clean data by clicking Restart on the homepage!


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1. How do I enable Leads in Odoo CRM?
Leads are automatically enabled in the CRM app. CRM > Sales > Leads tab > Click ‘Enable’ CRM > Configuration > Settings > Leads > Tick Checkbox CRM > Configuration > Settings > Turn on Developer Mode > Download Leads.py > Install on your computer
2. What are the two ways that a Lead probability is assigned?
Manually by the salesperson, or through Odoo’s historical data. Manually by the salesperson, or by the customer’s rating. Manually by the salesperson, or psychically. It is not possible to assign a probability to a Lead.
3. What is absolutely required to save a lead in Odoo CRM?
Lead title Customer name Salesperson A kind heart and courageous disposition
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