Lead Management in CRM technology Blog
Lead Management In Crm Blog
A lead may be a prospective client of our sales or service. For a no-hit sales/service company, Lead analysis and its automation is a crucial issue. Suppose, If you're running an occurrence management company, the leads square measure nothing however some queries on your service from someone World Health Organization is obtaining married shortly. Simply, we will say that lead is that the opening in pre-sales.
Pre stages of sales:
Pre stages of a purchase square measure strictly depended upon the character of the corporate. The core plan of those steps square measure changing all prospects or ends up in a no-hit sale.
Some of the presale stages square measure listed below:
1. Lead Generations.
2. Follow up through calls/emails or the other medium.
This web log describes the way to with success manage a Lead and convert it into a business with Odoo ERP. As we all know Odoo ERP has a superb Lead pursuit and analysis system by default.
Steps concerned in Odoo Lead Management:
- Installs “Sales” & “CRM” apps from apps menu
- put together lead settings from sales configurations
- Add leads and follow up the leads mistreatment next activities.
- Convert to chance & labor under the user-defined pipelines
- Mark as won and make sure the sale order.
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