Imagine a bucket full of business card. They show an interest in your products is normally called leads. The lead contains valuable information to realize a further sales opportunity. The lead has to be qualified enough before a salesman started to be working on. While the lead represents the first contact with the prospect yet to be qualified, a sales opportunity represents a potential customer. The salesman pays attention to each opportunity for the proposition, negotiation and confirms or cancels the sales.
Let's see how you can organize your sales activity and follow-up using Odoo CRM.
You have to choose the way, how your team will work, and you have to follow any one approach; either start with opportunity
or start with leads
. Odoo by default follows the start with opportunity
approach, as small companies they do not have many leads, so they do not have to pass-through the qualification process. They can start...