cybrosys

Master lead qualification and pipeline management in Odoo 20 CRM with this complete functional tutorial. Leads act as a vital qualifying step before creating formal sales opportunities, giving your sales team time to evaluate prospect viability and assign resources effectively. In this video, we walk you through the end-to-end process of turning raw inbound inquiries into active, high-value opportunities inside your Odoo 20 pipeline. We start by demonstrating how to activate the Leads setting in Odoo 20 CRM and configure team-level preferences for sales pods that prefer going straight to opportunities. You will learn how to navigate the lead form, convert leads step-by-step, assign sales reps and teams, and choose the right customer creation settings—whether linking to an existing contact or generating a new customer record automatically. Finally, we cover duplicate prevention using Odoo 20's automated matching features. Learn how to identify similar leads and merge duplicate records seamlessly into a unified, clean opportunity without losing valuable communication history or notes. By standardising your lead conversion workflow, your sales team can keep its pipeline organised and focus on closing deals faster. Be sure to hit the subscribe button for more hands-on Odoo 20 functional guides, and leave any questions or workflow ideas in the comments section below! Download Mobo Apps now: Available now on the Google Play Store and Apple App Store. Android: https://play.google.com/store/apps/dev?id=7163004064816759344&pli=1 iOS: https://apps.apple.com/in/developer/cybrosys-technologies/id1805306445 Connect With Us: ————————————— ➡️ Website: https://www.cybrosys.com/ ➡️ Email: info@cybrosys.com ➡️ Twitter: https://x.com/Cybrosys ➡️ LinkedIn: https://www.linkedin.com/company/cybrosys/ ➡️ Facebook: https://www.facebook.com/cybrosystechnologies/ ➡️ Instagram: https://www.instagram.com/cybrosystech/ ➡️ Pinterest: https://www.pinterest.com/cybrosys/ #Odoo20 #CRM #LeadConversion #OdooFeatures #FunctionalTutorials #BusinessAutomation #SalesOpportunities #OdooTutorial #CustomerRelationshipManagement #odootraining