CRM Lead & Opportunity Basics

In this video, learn how to manually create leads and convert them to opportunities, and how Odoo's CRM app helps your sales team stay organized, effective, and focused on the leads and opportunities that are likeliest to convert. Intro: 0:00 Configuration: 1:09 Leads Page: 1:45 CRM Pipeline: 1:56 Creating a New Lead: 2:17 Converting a Lead to an Opportunity: 3:57 Conclusion: 7:04 **Check out more Odoo tutorials** - Wins and losses - https://www.youtube.com/watch?v=UfxszW-jmeI - Predictive Lead Scoring - https://www.youtube.com/watch?v=cSML0JkQ0Hg - Sales Team Setup & Leads Assignment - https://www.youtube.com/watch?v=zMEzqMR3f8s **App documentation** - CRM - https://www.odoo.com/documentation/master/applications/sales/crm.html - Lost opportunities - https://www.odoo.com/documentation/master/applications/sales/crm/pipeline/lost_opportunities.html - Merge similar leads and opportunities - https://www.odoo.com/documentation/master/applications/sales/crm/pipeline/merge_similar.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/7YOb - Start a free trial: https://www.odoo.com/r/J2u