Generate and qualify leads, convert to opportunity and follow-ups

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.

Getting ready

You have to choose the way, how your team will work...