How to Manage Leads and Opportunities Using Odoo CRM?

Customer relationship management (CRM) is at the heart of every successful business.

With Odoo CRM, you can track potential clients (leads), manage your deals (opportunities), and design a pipeline that matches your sales process.

In this blog, we’ll cover two important areas:

1. Managing leads and opportunities in Odoo CRM
2. Setting up and customizing your CRM pipeline

By the end, you’ll see how Odoo can give you a clear picture of your sales journey, from the very first customer inquiry to closing the deal.

Understanding Leads in Odoo CRM

A lead is the starting point. It’s anyone who shows interest in your business, filling out a form on your website, calling your office, or emailing you.

In Odoo CRM, each lead stores:

• Customer name and company
• Contact information (phone, email, etc.)
• Source of the lead (website, referral, campaign, etc.)
• Notes or requirements

Having everything in one place means no follow-up is ever missed.

Converting Leads into Opportunities

Once you identify a promising lead, you can convert it into an opportunity. An opportunity is a deal that has real potential.

In Odoo CRM, opportunities live inside the pipeline view, where each one moves across stages like:

• New → Qualified → Proposal Sent → Negotiation → Won/Lost

This visual layout helps your sales team stay focused on what matters most: moving deals forward.

The Importance of the CRM Pipeline

Think of the pipeline as your sales roadmap.

It tells you:

• How many deals are active
• Which stage each deal is in
• Who is responsible for it
• How much revenue is expected

Without a pipeline, sales teams can lose track of leads and waste time. With it, you can see your progress at a glance and quickly spot bottlenecks.

Customizing the CRM Pipeline in Odoo

Every business has a different sales process. That’s why Odoo lets you customize your pipeline. You can:

• Create new stages (e.g., Demo Scheduled, Document Review)
• Rename existing stages to fit your business terms
• Assign stages to specific sales teams
• Add probabilities (e.g., 50% chance of winning at negotiation stage)
• Drag and drop deals easily between stages

This flexibility means your CRM doesn’t just follow a standard flow, it follows your flow.

Managing Opportunities Effectively

Inside each opportunity record, you can:

• Add the expected revenue
• Set a closing date
• Schedule meetings, calls, or demos
• Send a quotation directly from CRM
• Add internal notes so your team stays aligned

This makes Odoo not just a tracking tool, but a full system to run your sales process.

Reports and Insights

Odoo CRM provides built-in reports to measure your sales performance:

• Number of leads created this month
• Conversion rates from lead → opportunity → customer
• Pipeline analysis (deals per stage)
• Forecast by salesperson or by team

With these insights, managers can find weak points, improve processes, and plan future growth.

Why This Matters for Your Business

A CRM isn’t just about storing contacts. It’s about:

• Never missing a follow-up
• Understanding why deals are lost
• Predicting revenue with more accuracy
• Giving your sales team the tools to succeed

With Odoo, you can manage leads and opportunities while the pipeline to your unique business needs.

Work With Spellbound Soft Solutions

At Spellbound Soft Solutions, we’ve helped businesses worldwide set up, customize, and grow with Odoo CRM. From pipeline design to reporting and automation, we make CRM simple and powerful.

📩 Email: sales@spellboundss.com