Odoo 16 Community Book

Creating a New Opportunity from a Lead

Every time you generate a new lead, you can convert it into an opportunity directly.

Converting a lead to an opportunity like this increases its chances of becoming a sales order later. Click on ‘Convert to Opportunity’ to get a pop-up window, as shown below.

Odoo allows you to directly convert the lead into an opportunity or merge with the existing ones. You can choose from these options next to ‘Conversion Action.’ Assign a Salesperson and Sales Team to work on this opportunity. In the Customer section, three choices are available – Create a new customer, Link to an existing customer, and Do not link to a customer. If you choose ‘Create a new customer,’ it will add the data as a new customer record. Select ‘Link to an existing customer,’ and you will get a dropdown list to select the customer to whom you want to link this opportunity. If you do not wish to connect it to a customer, choose ‘Do not link to a customer.’ After entering the required details, click on ‘Create Opportunity.’

The details of all newly converted leads will be available in the Pipeline window. To access this area, click on ‘My Pipeline’ from the dropdown list of the Sales tab. In this window, you can see the categorization of opportunities into different stages according to their progress, like New, Proposition, Qualified, and Won. Click on ‘Stage’ if you want to add a new category. If you’d like to change the stage of a particular opportunity, you can simply drag and drop it to the desired phase.

The Pipeline window displays its contents in Kanban view by default. You can change this view to List, Calendar, Pivot, and Graph views using the respective icons in the top right corner of the window. The Filters and Group By options allow you to obtain the required data based on the parameters of your choice.

Use ‘Filters’ to segregate records by applying various criteria.

The dropdown list of ‘Filters’ has the options like My Pipeline, Unassigned, My Assigned Partners, Open Opportunities, Unread Messages, Creation Date, Closed Date, Won, Lost, Archived, and

Add Custom Filter. You can choose any filter according to your convenience and single out the needed data according to your convenience.

The Group By menu serves a similar function by categorizing the records into groups based on the conditions you apply.

Under ‘Group By,’ you can see the options like Salesperson, Sales Team, Stage, Assigned Partner, City, Country, Lost Reason, Company, Campaign, Medium, Source, Creation Date, Conversion Date, Expected Closing, Closed Date, and Add Custom Group. The grouped data will appear based on the criteria you choose.

‘Favorites’ allows you to save important filters so that you don’t have to reapply them every time.

The dropdown list of ‘Favorites’ has three options – Save current search, Import records, and Add to my dashboard. Using ‘Save current search,’ you can add the already applied filters and groups to ‘Favorites.’ The ‘Import records’ option will import the data of opportunities into the system from the form view so that you don’t have to enter these records manually. If you want the filtered data to appear in the Dashboard module, click on ‘Add to dashboard.’

The Pipeline window allows you to create opportunities directly from the same window. To avail of this function, click on the Create button. You will get a dialog box, as highlighted below.

Fill in all the required fields like Organization/ Contact name, name of the Opportunity, Email, Phone, and Expected Revenue. You can click the Edit button to make changes to this opportunity in a detailed window. After entering the valid information, click on ‘Add.’ The newly created record will appear in the Pipeline window.