Lead

A lead is an initial enquiry or identified potential customer that has not yet been qualified as a specific sales opportunity. Qualification determines whether there is a credible commercial need and whether the business should pursue it.

With Leads enabled in Odoo CRM, enquiries can be reviewed separately before conversion into opportunities. Leads and opportunities use the same underlying CRM record model with different types, allowing communication history to remain connected when a lead is converted.

A separate lead stage is particularly useful for advertising and social media enquiries that require screening. We preserve source, medium and campaign information and assign a responsible salesperson; these incoming-channel workflows require configured integrations.