How to Manage Leads in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Functional Tutorials | Odoo 18

In Odoo 18 CRM, a Lead represents a potential business opportunity. It is an unqualified prospect that can later be converted into an opportunity and assigned to a salesperson.

Key Features of Leads in Odoo 18 CRM
Lead Generation

Leads can be created manually or automatically via web forms, emails, or integrations.
Can be generated from marketing campaigns or third-party applications.
Lead Management

Assign leads to specific salespersons or sales teams.
Prioritize leads based on scoring and qualification criteria.
Track lead progress and interactions.
Lead Conversion to Opportunity

Once a lead is qualified, it can be converted into an opportunity.
Conversion allows linking to an existing customer or creating a new customer profile.
Lead Scoring

Odoo can score leads based on predefined criteria, such as demographics, interactions, or interest levels.
Lead Enrichment

Additional information (such as company details) can be automatically fetched using Odoo’s enrichment features.
Lead Routing & Assignment

Automatically assign leads to the right salesperson based on rules like location, industry, or company size.
Communication Tracking

Log calls, emails, and meetings directly in the lead.
Use email templates and automation for follow-ups.
Reporting & Analysis

Analyze lead sources and conversion rates through dashboards.
Generate reports on lead performance.
How to Enable and Use Leads in Odoo 18?
Activate Leads in CRM

Go to CRM → Configuration → Settings
Enable the Leads option.
Save the changes.
Creating a Lead Manually

Navigate to CRM → Leads
Click Create and fill in the details (Name, Email, Phone, Company, etc.).
Assign a salesperson or sales team.
Click Save.
Converting a Lead into an Opportunity

Open the lead.
Click on Convert to Opportunity.
Choose whether to create a new customer or link to an existing one.
Assign it to the appropriate team.
Click Convert.
Automating Lead Assignments

Go to CRM → Configuration → Lead Assignment.
Define rules for automatic lead routing.
Assign leads based on location, business type, or other criteria.

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