Convert Lead into Opportunity and assign to person in charge

Enable Leads feature on CRM application

You need to enable the Lead feature before you can use it. Please refer to Steps to record Leads.

On the menu of CRM, an additional menu Leads appears.

Converting Lead into Opportunity in CRM

To convert a lead into an opportunity:

1. Go to CRM app.

2. Select an existing Lead that you want to convert into Opportunity.

3. Hit the button Convert to Opportunity.

A popup will be displayed, consisting of the following information:

• Conversion Action:

  • Convert to opportunity: Convert this lead into a new opportunity.

  • Merge with existing opportunities: Merge this lead into the existing opportunities.

• Assign this opportunity to:

  • Salesperson: The user that is responsible for this opportunity.

  • Sales team: The sales team that is responsible for this opportunity.

• Customer: After having converted this lead into an opportunity

  • Create a new customer: Create a new contact corresponding to the customer coming from the lead.

  • Link to an existing customer: This opportunity will be linked to an existing customer.

  • Do not link to a customer: This opportunity will not be linked to any customer.

Hit the button Create Opportunity.

In the CRM app, navigate to menu Sales ‣ My Pipeline to view all the leads that have been converted into the opportunities.

Merge Opportunities

During the sales consultation process, if you want to combine opportunities into one, you can use the Merge Lead/Opportunity feature on the CRM application.

When converting Leads into Opportunities, if the Leads has the same Email Address as the existed Opportunies, Viindoo software will suggest Merge with existing Opportunies. You hit the Create Opportunity button.

You can also merge duplicated information of Leads/Opportunities on the List view by checking on the box at the beginning of the line. Afterward hit the button Actions, then Merge.

Note

• You can merge multiple Leads/Opportunities.

The details of the Opportunity after being merged.

Note

• The Opportunity created later will be merged into the Opportunity created first.

• All information is preserved and can mainly be viewed on the Chatter box of the screen.

See also

• Steps to record Leads