CRM Leads | Odoo CRM

In this video, learn how to create sales leads in Odoo's CRM app! TIMESTAMPS 00:00 INTRO 00:22 What's a lead? Sales leads versus sales opportunities 01:06 Enabling leads in Odoo 01:34 Leads dashboard 01:47 Email alias 02:09 Manually create leads 02:27 Leads configuration, scoring, and probability 04:11 Probability generation and editing 04:57 Lead scoring - sales team priority 05:30 Tags 06:10 Qualification filter - sorting leads 06:58 Sales team organization and reporting 07:26 OUTRO Next, follow the CRM pipeline and create your first opportunity! https://www.youtube.com/watch?v=3sBjQKFcRWs **Check out more Odoo tutorials** - CRM Tutorial: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=ZatXZccNjFmyC5pE - CRM Sales Team Reporting: https://youtu.be/uypSO1MBMrw?si=1lpSZaZkDLif_-PR  - CRM Sales Team Setup & Leads Assignment: https://www.youtube.com/watch?v=27UYtZJ9HKI - CRM Basics Pt. 1: https://www.youtube.com/watch?v=3sBjQKFcRWs - CRM Basics Pt. 2: https://www.youtube.com/watch?v=c0vTFtwZlVI - CRM Email Alias: https://youtu.be/hVLEu7l9OUg?si=O_FiK29RyDekhfJf **App documentation** - CRM Documentation: https://www.odoo.com/documentation/18.0/applications/sales/crm.html - CRM Lead Scoring: https://www.odoo.com/documentation/18.0/applications/sales/crm/track_leads/lead_scoring.html - CRM Pipeline Analysis: https://www.odoo.com/documentation/18.0/applications/sales/crm/performance/win_loss.html - CRM Create Leads: https://www.odoo.com/documentation/18.0/applications/sales/crm/acquire_leads/email_manual.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/K9wp - Start a free trial: [ shortlink with UTMs]- Start a free trial: https://www.odoo.com/r/y6C