Registering Sales Leads

What is a lead ?

 
A lead is a contact that can result in a business opportunity:
 
  • a business card or a phone call received from a prospect,
  • a contact form on your website, 
  • a list of contacts to call. 
 
Odoo gives you the opportunity to track all the relevant data about each lead in order to optimize your conversion rate.
 
  • Install Odoo CRM.
  • Record some leads in CRM→Leads. Complete the following information:
  1. Description: why is lead interesting for your company and/or prospect name;
  2. Contact name (+ company name in case of B2B);
  3. Phone numbers + email address; 
  4. Some relevant notes about the contact. 
  • Record a call from the lead. It can be retrieved from the lead.
  • Send an email to this contact from the chatter. Use one of your personal addresses.
 
 

Tip:

  • Leads can be automatically generated from: 
  •  
  1. the contact form installed on your Odoo website (Contact Form app, more info in the Marketing chapter); 
  2. an email sent to info@yourcompanyname.odoo.com (seetheSalesTeamsectionherebelowtochange the email alias).
  • Use tags to better qualify your lead’s interests.
  • When all your leads require further qualification from the start, you can skip the Leads step and register the contact directly as an opportunity.
 

Have a look at below instruction video: