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Organize the pipeline<\/b><\/span><\/p>\n Get organized by planning activities<\/b><\/span><\/p>\n Planning activities is the perfect way to keep on track with your work. Get reminded of what needs to be done and schedule the next activities to undertake.<\/p>\n <\/p>\n Your activities are available wherever you are in Odoo. It is easy to manage your priorities.<\/p>\n <\/p>\n <\/p>\n Track activities<\/b><\/span><\/p>\n Activities can be trakced on every single document, Here is an example for opportunities:<\/p>\n <\/p>\n Schedule next activity<\/b><\/span><\/p>\n Set your activity types<\/b><\/span><\/p>\n A number of generic activities types are available by default in Odoo (e.g. call, email, meeting, etc.). If you would like <\/p>\n Schedule meetings<\/b><\/span><\/p>\n Activities are planned for specific days. If you need to set hours, go with the Meeting activity type. When scheduling <\/p>\n Manage lost opportunities<\/b><\/span><\/p>\n While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you <\/p>\n Mark a lead as lost<\/b><\/span><\/p>\n While in your pipeline, select any opportunity you want and you will see a Mark Lost button. <\/p>\n Lost Reason<\/p>\n <\/p>\n Retrieve lost opportunities<\/b><\/span><\/p>\n To retrieve lost opportunities and do actions on them (send an email, make a feedback call, etc.), select the Lost filter <\/p>\n <\/p>\n You will then see all your lost opportunities. If you want to refine them further, you can add a filter on the Lost Reason. <\/p>\n <\/p>\n Manage multiple sales teams<\/b><\/span><\/p>\n In Odoo, you can manage several sales teams, departments or channels with specific sales processes. To do so, we use <\/p>\n Create a new sales channel<\/b><\/span><\/p>\n To create a new Sales Channel, go to Configuration \u2192 Sales Channels. <\/p>\n Add members to your sales channel<\/b><\/p>\n You can add members to any channel; that way those members will see the pipeline structure of the sales channel when <\/p>\n Therefore, you can only be a member <\/p>\n If you now filter on this specific channel in your pipeline, you will find all of its opportunities.<\/p><\/div>\n <\/p>\n Acquire leads<\/b><\/span><\/p>\n Convert leads into opportunities<\/b><\/span><\/p>\n The system can generate leads instead of opportunities, in order to add a qualification step before converting a Lead into <\/p>\n Configuration<\/b><\/span><\/p>\n For this feature to work, go to CRM \/ Configuration \/ Settings and activate the Leads feature.<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n You will now have a new submenu Leads under Pipeline where they will aggregate<\/p>\n <\/p>\n Convert a lead into an opportunity<\/b><\/p>\n When you click on a Lead you will have the option to convert it to an opportunity and decide if it should still be <\/p>\n If you already have an opportunity with that customer Odoo will automatically offer you to merge with that opportunity. <\/p>\n Generate leads\/opportunities from emails<\/b><\/span><\/p>\n Automating the lead\/opportunity generation will considerably improve your efficiency. By default, any email sent to <\/p>\n Configure email aliases<\/b><\/span><\/div>\n<\/a><\/div>\n<\/a><\/div>\n
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\nto set new ones, go to Settings \/ General settings \/ Activity types.<\/p>\n
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\none, the calendar will simply open to let you select a time slot.<\/p>\n
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\nlost them and also which ways Odoo can help you recover them in the future.<\/p>\n
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\nYou can then select an existing Lost Reason or create a new one right there.<\/p>\n<\/a><\/div>\n
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\nin the search bar.<\/p>\n<\/a><\/div>\n
\nFor Example, Too Expensive.<\/p>\n<\/a><\/div>\n
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\nthe concept of Sales Channel.<\/p>\n
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\nThere you can set an email alias to it. Every message sent to that email address will create a lead\/opportunity<\/p>\n<\/a><\/div>\n
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\nopening it. Any lead\/opportunity assigned to them will link to the sales channel.<\/p>\n
\nof one channel.
\nThis will ease the process review of the team manager.<\/p>\n<\/a><\/div>\n<\/a><\/div>\n
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\nan Opportunity and assigning to the right sales people. You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form<\/p>\n
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\nassigned to the same channel\/person and if you need to create a new customer.<\/p>\n
\nIn the same manner, Odoo will automatically offer you to link to an existing customer if that customer already exists.<\/p>\n
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\nsales@mycompany.com will create an opportunity in the pipeline of the default sales channel.<\/p>\n<\/a><\/div>\n
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\nif you manage several sales teams with specific business processes. You will find the configuration of sales channels
\nunder Configuration \u2192 Sales Channels.<\/div>\n