Lead Sales Conversion Odoo 18

Sales team collecting 500 leads monthly from website forms trade shows marketing campaigns discovers conversion chaos: leads sitting CRM without systematic qualification process unclear when convert opportunities making quotations, sales reps manually creating separate unlinked quotations unable tracking which quotes originated which leads losing visibility conversion funnel, management unable measuring lead-to-sale conversion rates lacking data which lead sources generating actual revenue, marketing team generating leads but no feedback loop showing which campaigns producing paying customers making impossible optimizing marketing spend, and disconnected sales process where leads opportunities quotations sales orders existing separate systems without traceability causing lost opportunities duplicate work reporting nightmares—creating inefficient sales process poor conversion tracking wasted marketing investment missed revenue opportunities and inability optimizing sales funnel requiring integrated lead-to-sale workflow systematic conversion process complete traceability quotation generation and comprehensive tracking supporting sales effectiveness revenue growth conversion optimization.

Odoo 18 CRM lead-to-sales workflow enables systematic conversion through lead management capturing potential customers showing product service interest maintaining contact expected revenue details, lead activation enabling dedicated leads menu CRM module separating raw leads qualified opportunities, opportunity conversion transforming qualified leads into opportunities representing prospects closer closing moving down sales pipeline, quotation generation creating quotes directly opportunities maintaining automatic linkage tracking relationship, smart tracking appearing quotations tab opportunities providing visibility all associated quotes, sales order tracking showing confirmed quotations Orders smart tab measuring actual revenue generated opportunity, transparent flow maintaining clear defined stages smart links between records following complete customer journey, conversion insights analyzing which leads sources converting actual sales measuring ROI marketing campaigns, pipeline organization separating lead qualification opportunity management quotation creation sales confirmation stages, and automatic linkage ensuring quotations created opportunities automatically linked eliminating manual data entry maintaining traceability—improving lead conversion rates through systematic qualification process enhancing sales organization via clear pipeline stages increasing visibility complete funnel tracking achieving revenue growth optimized conversion and achieving competitive advantage data-driven sales management supporting business success customer acquisition excellence.

Understanding Lead-to-Sales Flow

Complete customer journey:

Sales Process Stages:

Process Benefits:

Activating Lead Feature

Enable lead management:

Activation Steps:

1. Access CRM Settings:
   • Navigate: CRM → Configuration → Settings
   • CRM settings page displays
2. Locate Leads Section:
   • Scroll to Leads section
   • Lead management options visible
3. Enable Leads:
   • Checkbox: Enable Leads
   • Activates lead functionality
4. Save Settings:
   • Click Save
   • System applies changes
5. Verify Activation:
   • New Leads menu appears top navigation bar
   • Separate from Opportunities/Pipeline

Post-Activation:

• Dedicated Leads menu available
• Separation between leads opportunities
• Two-stage qualification process enabled
• Improved lead organization tracking

Creating Managing Leads

Lead capture qualification:

Creating New Lead:

1. Access Leads Menu:
   • Navigate: CRM → Leads
   • Leads dashboard displays
   • Shows existing leads
2. Create Lead:
   • Click New button
   • Lead creation form opens
3. Enter Lead Information:
   • Opportunity/Lead Name: Descriptive title
   • Customer: Contact person company
   • Email: Contact email address
   • Phone: Contact phone number
   • Expected Revenue: Potential deal value
   • Probability: Likelihood closing percentage
   • Salesperson: Assigned sales rep
   • Sales Team: Responsible team
   • Tags: Categorization labels
   • Priority: Star rating importance
4. Add Notes Activities:
   • Log internal notes
   • Schedule follow-up activities
   • Document lead source
5. Save Lead:
   • Lead stored CRM database
   • Appears leads pipeline

Lead Management:

• View all leads list kanban views
• Filter leads by salesperson team tags
• Track lead activities conversations
• Update lead information as progresses
• Qualify disqualify leads based interactions

Converting Lead Opportunity

Qualification transition:

Conversion Process:

1. Open Qualified Lead:
   • Navigate lead requires conversion
   • Lead determined qualified worthy pursuing
2. Click Convert Opportunity:
   • Button: Convert to Opportunity
   • Located top lead form
   • Conversion dialog appears
3. Configure Conversion:
   • Customer: Create new or link existing customer
   • Salesperson: Assign or keep current
   • Sales Team: Confirm team assignment
   • Merge: Option merge duplicate opportunities
4. Complete Conversion:
   • Click Convert to Opportunity
   • Lead transformed opportunity
   • Moved pipeline view

Post-Conversion Changes:

Generating Quotations Opportunities

Price proposal creation:

From Opportunity Direct:

1. Open Opportunity:
   • Navigate: CRM → Pipeline
   • Select converted opportunity
2. Identify Quotation Options:
   • Button: New Quotation appears
   • Smart tab: Quotations visible
3. Create Quotation:
   • Click New Quotation
   • Quotation form opens
   • Opportunity automatically linked
4. Configure Quotation:
   • Customer pre-filled from opportunity
   • Add products services order lines
   • Set quantities prices
   • Apply discounts if applicable
   • Set payment terms delivery dates
5. Save Send:
   • Save quotation
   • Send customer via email
   • Track quotation status

From Sales Module:

1. Access Sales:
   • Navigate: Sales → Quotations
   • Click New
2. Link Opportunity:
   • Tab: Other Info
   • Section: Tracking
   • Field: Opportunity
   • Select relevant opportunity from dropdown
3. Complete Quotation:
   • Fill customer product details
   • Save quotation
   • Link maintained opportunity

Automatic vs Manual Linking:

Tracking Sales from Opportunity

Conversion monitoring:

Quotations Tab:

1. Return Opportunity:
   • Navigate back opportunity record
   • Opportunity form displays
2. Access Quotations Tab:
   • Tab: Quotations opportunity form
   • Lists all quotations linked opportunity
3. Monitor Quotation Status:
   • View draft sent confirmed statuses
   • Track which quotes pending
   • Identify confirmed orders

Orders Smart Tab:

1. Quotation Confirmation:
   • When quotation confirmed becomes sales order
   • Status changes from Quotation to Sales Order
2. Orders Tab Appears:
   • New smart tab: Orders
   • Shows number confirmed sales orders
   • Located top opportunity form
3. Track Actual Sales:
   • Click Orders smart tab
   • View all confirmed sales orders
   • See actual revenue generated opportunity
   • Monitor delivery payment status

Complete Visibility:

Best Practices

Always Convert Qualified Leads Opportunities Before Creating Quotations Maintaining Clear Sales Stages: Creating quotations directly from raw leads equals bypassed qualification stage unclear sales pipeline. Proper workflow: Capture all initial contacts as leads CRM Leads menu, evaluate qualify each lead through research calls meetings, when lead shows genuine interest budget authority convert opportunity, only after conversion create quotations ensuring prospect qualified worthy proposal investment. stage separation maintains clear pipeline visibility ensures sales resources focused qualified prospects preventing wasted effort unqualified leads.

Create Quotations Directly From Opportunity View Rather Than Sales Module Ensuring Automatic Linkage: Creating quotations Sales module forgetting link opportunity equals lost traceability broken conversion tracking. Best approach: Always open opportunity record first before creating quotation, use New Quotation button directly opportunity form, system automatically fills Opportunity field maintaining link, quotation appears Quotations tab opportunity providing immediate visibility, when quotation confirmed Orders tab appears showing revenue conversion. Direct creation eliminates manual linking errors ensures complete funnel tracking supports accurate conversion analysis.

Monitor Quotations Orders Smart Tabs Understanding Opportunity Performance: Ignoring smart tabs focusing only opportunity details equals missed insights conversion effectiveness. Monitoring workflow: Regularly check Quotations tab seeing how many proposals generated opportunity, analyze which quotations pending which declined informing follow-up actions, celebrate when Orders tab appears indicating successful conversion, compare expected revenue actual order values measuring accuracy, track time between quotation creation confirmation identifying sales cycle bottlenecks. Smart tab monitoring transforms data actionable insights supporting sales optimization conversion improvement.

Maintain Complete Information Throughout Lead-to-Sale Journey Supporting Reporting Analytics: Leaving fields blank skipping data entry equals incomplete reporting inability analyzing conversion funnel. Data discipline: Capture complete lead information including source expected revenue when creating leads, update information as learn more prospect through qualification process, ensure customer contact details accurate before converting opportunity, document quotation details including products prices terms, maintain tags categories throughout process enabling segmentation analysis. Complete data enables powerful reporting showing which lead sources converting best conversion rates stages identifying optimization opportunities supporting data-driven sales management.

Conclusion

Odoo 18 CRM lead-to-sales workflow enables systematic conversion through lead management opportunity conversion quotation generation smart tracking sales order tracking transparent flow conversion insights pipeline organization and automatic linkage. Improve lead conversion rates through systematic qualification process enhancing sales organization via clear pipeline stages increasing visibility complete funnel tracking achieving revenue growth optimized conversion and achieving competitive advantage data-driven sales management supporting business success customer acquisition excellence organizational growth.