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  1. Vsebine
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  3. CRM Lead & Opportunity Basics
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Domov └CRM └CRM Lead & Opportunity Basics

CRM

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Sporočilo vsebine
  • CRM Basics
    • Introduction to Odoo CRM 10 xp
      • Kviz
    • CRM Basics and Pipelines 40 xp
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    • CRM Basics: Probabilities & Sales Teams 40 xp
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    • CRM Scheduling Activities 40 xp
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      • Kviz
    • Custom Activities 40 xp
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    • Activity Plans 40 xp
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    • Won and Lost Opportunities 40 xp
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    • Sales Teams Setup & Leads Assignment 10 xp
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    • CRM Activities Automations and Reporting 40 xp
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    • Sales Team Reporting 10 xp
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    • Outlook Mailbox Plugin 10 xp
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    • Marketing Attribution Report 10 xp
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    • Scheduled Activities & Moving Opportunities 10 xp
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    • Partner Autocomplete 40 xp
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  • Lead Generation
    • CRM Lead & Opportunity Basics 40 xp
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      • Kviz
    • Lead Generation - Forms & Email Aliases 40 xp
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    • Lead Generation - Events, Appointments, and Website Visitors 40 xp
      • Kviz
    • Lead Enrichment 40 xp
      • Kviz
    • Lead Mining 60 xp
      • Kviz
  • Lead Management
    • Predictive Lead Scoring 40 xp
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      • Kviz
  • Performance Analysis
    • Gamification 40 xp
      • Kviz

CRM Lead & Opportunity Basics

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  • About
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In this course, you'll learn how to work with Leads using Odoo.

A lead stage is an additional stage before becoming an opportunity. It’s a feature that lets you distinguish qualified opportunities —like people who contact your company directly and ask for a quote— from those who might potentially be interested in your business, such as people who visit your website, follow you on social media, or subscribe to your newsletter.


Once their interest grows enough, they are assigned to the appropriate teams and salespersons, who convert them into opportunities and send them into the sales pipeline.

🖊️

Use the data from https://demo.odoo.com to answer these questions.
Did you mess up? Start over with clean data by clicking Restart on the homepage!


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1. Why can’t a lead’s probability be manually adjusted to 100%?
Odoo only offers a choice of preconfigured probabilities: 10%, 50%, and 80%. A lead with 100% probability is considered “won” and is automatically closed. Lead probabilities can only be manually adjusted up to 75%. Beyond that, more information must be added to the lead for the AI to calculate the probability. By default, Odoo requires manager approval to set a lead’s probability above 50%.
2. How does Odoo AI determine a lead’s probability percentage?
We don’t know. The AI is a black box and it’s unclear how it calculates the percentage, but it’s pretty good at it. Odoo AI uses publicly available CRM datasets and a proprietary algorithm for its calculations. Odoo AI uses your company’s record of won and lost opportunities to identify data that can help predict a lead’s likelihood of converting into a sale. Odoo AI analyzes data across all businesses that use Odoo to predict a “typical” win/loss percentage for leads.
3. What does the date in the Expected Closing field represent?
A manually entered date for when you expect the opportunity to be won. A manually entered date beyond which the opportunity will be considered lost. An automatically determined date generated by the Accounting app for when you can expect the opportunity’s revenue to hit your business’s account. An automatically determined date calculated by Odoo AI for when the opportunity will likely be won.
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