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1 | 1 | ====================================== |
2 | 2 | How to create a contact into Odoo CRM? |
3 | 3 | ====================================== |
| 4 | + |
| 5 | +Odoo CRM allows you to manually add contacts into your pipeline. It can |
| 6 | +be either a lead or an opportunity. |
| 7 | + |
| 8 | +Activate the lead stage |
| 9 | +======================= |
| 10 | + |
| 11 | +By default, the lead stage is not activated in Odoo CRM. To activate it, |
| 12 | +go to :menuselection:`Configuration --> Settings`, select the option ""use leads |
| 13 | +if…** as shown below and click on **Apply**. |
| 14 | + |
| 15 | +.. image:: ./media/manual01.jpg |
| 16 | + :align: center |
| 17 | + |
| 18 | +This activation will create a new submenu **Leads** under |
| 19 | +**Sales** that gives you access to a list of all your leads from |
| 20 | +which you will be able to create a new contact. |
| 21 | + |
| 22 | +.. image:: ./media/manual02.jpg |
| 23 | + :align: center |
| 24 | + |
| 25 | +Create a new lead |
| 26 | +================= |
| 27 | + |
| 28 | +Go to :menuselection:`Sales --> Leads` and click the **Create** button. |
| 29 | + |
| 30 | +.. image:: ./media/manual03.jpg |
| 31 | + :align: center |
| 32 | + |
| 33 | +From the contact form, provide all the details in your possession |
| 34 | +(contact name, email, phone, address, etc.) as well as some additional |
| 35 | +information in the **Internal notes** field. You can also link the |
| 36 | +lead to an existing company by editing the**Customer** field. Click |
| 37 | +on save and the contact will be visible as a lead in your pipeline . |
| 38 | + |
| 39 | +.. note:: |
| 40 | + |
| 41 | + your lead can be directly handed over to specific sales team and salesperson |
| 42 | + by clicking on **Convert to Opportunity** on the upper left corner of the screen. |
| 43 | + |
| 44 | +Create a new opportunity |
| 45 | +======================== |
| 46 | + |
| 47 | +You can also directly add a contact into a specific sales team without |
| 48 | +having to convert the lead first. On the Sales module, go to your |
| 49 | +dashboard and click on the **Pipeline** button of the desired sales |
| 50 | +team. If you don’t have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`. |
| 51 | +Then, click on **Create** and fill in the contact details as shown here |
| 52 | +above. By default, the newly created opportunity will appear on the |
| 53 | +first stage of your sales pipeline. |
| 54 | + |
| 55 | +Another way to create an opportunity is by adding it directly on a |
| 56 | +specific stage. For example, if you have have spoken to Mr. Smith at a |
| 57 | +meeting and you want to send him a quotation right away, you can add his |
| 58 | +contact details on the fly directly into the **Proposition** stage. From |
| 59 | +the Kanban view of your sales team, just click on the **+** icon |
| 60 | +at the right of your stage to create the contact. The new opportunity |
| 61 | +will then pop up into the corresponding stage and you can then fill in |
| 62 | +the contact details by clicking on it. |
| 63 | + |
| 64 | +.. image:: ./media/manual04.png |
| 65 | + :align: center |
| 66 | + |
| 67 | +Related topics |
| 68 | +============== |
| 69 | + |
| 70 | +* :doc:`import` |
| 71 | + |
| 72 | +* :doc:`from_emails` |
| 73 | + |
| 74 | +* :doc:`website` |
| 75 | + |
| 76 | +.. rst-class:: text-muted |
| 77 | + |
| 78 | +| Written by Geoffrey Bressan (Odoo) |
| 79 | +| Proofread by Yves-Pascal Mukadi (Odoo) |
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