Convert leads into opportunities¶
The system can generate leads instead of opportunities, in order to add a qualification step before converting a Lead into an 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.
For this feature to work, go toand activate the Leads feature.
You will now have a new submenu Leads under Leads where they will aggregate.
Convert a lead into an opportunity¶
When you click on a Lead you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer.
If you already have an opportunity with that customer CoquiAPPs will automatically offer you to merge with that opportunity. In the same manner, CoquiAPPs will automatically offer you to link to an existing customer if that customer already exists.
CoquiAPPs will also automatically propose to merge opportunities if they have the same email address. When merging opportunities, CoquiAPPs merges the information into the opportunity which was created first, giving priority to the information present on the first opportunity.
No information is lost: data from the other opportunity is logged in the chatter and the information fields for easy access.
Would you find a duplicate yourself, …you can also merge opportunities or leads even if the system doesn’t propose it.
Here’s how, from the list view. Select the opportunities or leads you want to merge and the action button will appear. Then, you can select merge.
It is also possible to merge more than 2 opportunities or leads.