Create and send quotations

# Create and send quotations

Once a qualified lead has been converted into an opportunity, the next step is to create and deliver
a quotation. This process can be easily handled through Odooâs CRM application.

## Create a new quotation

To create a new quotation, open the CRM app , revealing the Pipeline page on the main CRM dashboard.
From here, click on any opportunity to open it. Review the existing information and update any
fields, if necessary.
If a quotation has already been created for this opportunity, it can be found by clicking on the Quotations smart button at the top of the top of the form. The number of existing
quotations is listed on the smart button, as well.
At the top-left of the form, click the New Quotation button.
The Sales application must be installed for the New Quotation button to
appear.
The Customer field is not required on the opportunity form.
However, customer information must be added or linked before a quotation can be sent. If the Customer field is left blank on the opportunity, clicking the New
Quotation button opens a pop-up window with the following options:
- Create a new customer : creates a new customer record, using any available
information provided on the opportunity form.
Create a new customer : creates a new customer record, using any available
information provided on the opportunity form.
- Link to an existing customer : opens a drop-down field with existing customer names.
Select a name to link this new quotation to an existing customer record.
Link to an existing customer : opens a drop-down field with existing customer names.
Select a name to link this new quotation to an existing customer record.
- Do not link to a customer : the quotation will not be linked to a customer, and
no changes are made to the customer information.
Do not link to a customer : the quotation will not be linked to a customer, and
no changes are made to the customer information.
Once this button is clicked, a new quotation form appears. Confirm the information in the top half
of the form, and update any missing or incorrect fields:
- Customer : the company or contact for whom this quotation was created.
Customer : the company or contact for whom this quotation was created.
- Referrer : if this customer was referred by another customer or contact, select it from
the drop-down menu in this field.
Referrer : if this customer was referred by another customer or contact, select it from
the drop-down menu in this field.
- Invoice Address : physical address where the invoice should be sent.
Invoice Address : physical address where the invoice should be sent.
- Delivery Address : physical address where any products should be delivered.
Delivery Address : physical address where any products should be delivered.
- Quotation Template : if applicable, select a pre-configured quotation template from this field.
Quotation Template : if applicable, select a pre-configured quotation template from this field.
- Expiration : date when this quotation is no longer valid.
Expiration : date when this quotation is no longer valid.
- Quotation Date : creation date of draft/sent orders, confirmation date of confirmed
orders. Note that this field is only visible if Developer mode (debug mode) is active.
Quotation Date : creation date of draft/sent orders, confirmation date of confirmed
orders. Note that this field is only visible if Developer mode (debug mode) is active.
- Recurring Plan : if this quotation is for a recurring product or subscription, select
the recurring plan configuration to be used.
Recurring Plan : if this quotation is for a recurring product or subscription, select
the recurring plan configuration to be used.
- Pricelist : select a pricelist to be applied to this order.
Pricelist : select a pricelist to be applied to this order.
- Payment Terms : select any applicable payment terms for this quotation.
Payment Terms : select any applicable payment terms for this quotation.
The Expiration field automatically populates based on the creation date of the
quotation, and the default validity time frame.
To update the default validity time frame, navigate to Sales app â£
Configuration â£ Settings â£ Quotations & Orders and update the Default Quotation
Validity field. To disable automatic expiration, enter 0 in this field.
`0`
When the desired changes are complete, click Save .
When using a quotation template, the expiration date is based off of the Quotation
Validity field on the template. To alter the validity date computation on a template, go to Sales app â£ Configuration â£ Sales Orders â£ Quotation Templates .
Then, click on a template to open it, and update the number in the Quotation Validity field.

### Order lines

After updating the customer, payment, and deadline information on the new quotation, the Order Lines tab can be updated with the appropriate product information.
To do that, click Add a product in the Order Lines tab.
Next, type the name of an item into the Product field to search through the product
catalog. Then, select a product from the drop-down menu, or create a new one by selecting Create or Create and Edit .
After selecting a product, update the Quantity , if necessary. Confirm the information in
the remaining fields.
To remove a line from the quotation, click the (trash can) icon.
To organize products into sections click Add a section and type a name for the section.
Then, click the (drag) icon to the left of the name and drag to
move the section to the appropriate location. Move each product using the same method to finish
organizing the quotation order lines.

#### Product catalog

To quickly add numerous products to the quotation, click the Catalog button to open the
product catalog.
All products in the database are listed as cards and can be sorted in the left panel by Product Category and Attributes .
To add a product, click the Add button on the product card.
Set the quantity of the item using the (add) or (subtract) buttons, or type the quantity in the number field between the two buttons.
To remove an item, click the Remove button on the product card.
Once all product quantities are set, click the Back to Quotation button to return to the
quotation. The items selected in the product catalog now appear in the Order Lines tab.

## Preview and send quotation

To see a preview of the quotation as the customer will see it, click the Preview button.
Doing so opens a preview in the Customer Portal .
After reviewing the customer preview, click Return to edit mode to return to the
quotation form in the backend.
When the quotation is ready to deliver to the customer, click the Send by Email button.
Doing so opens a pop-up window with a pre-configured email message. Information from the quotation,
including the contact information, total cost, and quotation title are be imported from the
quotation.
A PDF of the quotation is added as an attachment to the email.
A pre-loaded template is used to create the email message. To alter the template, click the
internal link to the right of the Load template field, located at the bottom of the
email pop-up window.
To select a new template, select an option from the Load template drop-down menu.
Proceed to make any necessary changes to the email, then click Send . A copy of the
message is added to the Chatter of the of the record.
After a quotation is sent, the originating opportunityâs Quotations smart button updates
with a new count. This quotation, and all other quotations can be accessed through this smart
button at the top of the opportunity in the CRM app.
Any quotations attached to the opportunity that are confirmed, and have therefore been converted to
sales orders, will be deducted from the number listed on the Quotations smart button.
Instead, the value of the sales order will appear in the Orders smart button located in
the same control panel.

## Mark an opportunity won or lost

In order to keep the pipeline up to date and accurate, opportunities need to be identified as won or lost once a customer has responded to a quotation.
To mark an opportunity as won or lost , return to the opportunity using the breadcrumbs at the
top-left of the quotation form. Or navigate to CRM app â£ Sales â£ My Pipeline and click on the correct opportunity to open it.
At the top-left of the form, click on either the Won or Lost button.
If the opportunity is marked won , a green Won banner is added to the record, and it is
moved to the Won stage.
Marking an opportunity as lost , via the Lost button opens a Mark Lost pop-up window, where a Lost Reason can be entered.
From the Lost Reason drop-down field, choose an existing lost reason. If no applicable
reason is available, create a new one by entering it into the Lost Reason field, and
clicking Create .
Itâs best practice to try and use pre-configured Lost Reason values as much as
possible or to limit the creation of new values only to sales team leads. Using consistent values
for this parameter will make pipeline analysis easier and more accurate when filtering for the Lost Reason parameter.
To set up new values for this field, navigate to CRM â£ Configuration â£ Lost
Reasons , and click both New and Save for each new entry added to the
list.
Additional notes and comments can be added in the Closing Note field.
When all the desired information has been entered in the Mark Lost pop-up window, click Mark as Lost .
Upon clicking Mark as Lost , the pop-up window disappears, and Odoo returns to the
opportunity form, where a new red Lost banner is now present in the upper-right corner
of the opportunity.
Once an opportunity is marked as lost , it is no longer considered active, and it is removed from
the pipeline.
In order to view a lost opportunity from the pipeline, click the down arrow icon to
the right of the search bar, and select either Lost or Archived from the
drop-down menu that appears.
While opportunities that have been marked as lost are considered Archived , be advised that,
in order for an opportunity to be included as lost in reporting, it must be specifically
marked as lost , not Archived .

Create a new quotation
Order lines
Preview and send quotation
Mark an opportunity won or lost


CRM Gamification

# CRM Gamification

In Odooâs CRM app, gamification tools provide the opportunity to evaluate and motivate users
through customizable challenges, goals, and rewards. Goals are created to target actions within the CRM app, and can be tracked and rewarded automatically to participating sales teams.

## Configuration

To install the CRM Gamification module, navigate to the Apps application. Click
into the Searchâ¦ bar at the top of the page and remove the Apps filter.
Type CRM Gamification to search.
`CRMGamification`
On the CRM Gamification module, click Install . This module features goals
and challenges related to the CRM and Sales applications.
If both the CRM and Sales apps are installed, the CRM Gamification module is
automatically installed on the database.
To access the Gamification Tools menu, first enable Developer mode (debug mode) .
Next, navigate to Settings app â£ Gamification Tools .

## Create badges

Badges are awarded to users when they have completed a challenge. Different badges can be awarded
based on the type of task completed, and can be issued to more than one user, depending on the time
they accomplish the goal.
To view the existing badges, or create a new one, navigate to Settings â£
Gamification Tools â£ Badges .
Some badges can be awarded outside of challenges, as well. Select the Kanban card for the desired
badge, then click Grant . This opens a Grant Badge pop-up window. Select
a user from the Who would you like to reward? field.
Add any additional information regarding why the user is receiving the reward in the field below,
then click Grant Badge .
To create a new badge, click New at the top-left of the page to open a blank form.
Enter a name for the Badge , followed by a description.
The Allowance to Grant field determines when a badge can be granted, and by whom:
- Everyone : this badge can be manually granted by any user.
Everyone : this badge can be manually granted by any user.
- A selected list of users : this badge can only be granted by a select group of users.
If this option is selected, it generates a new field, Authorized Users . Choose the
appropriate users from this drop-down list.
A selected list of users : this badge can only be granted by a select group of users.
If this option is selected, it generates a new field, Authorized Users . Choose the
appropriate users from this drop-down list.
- People having some badges : this badge can only be granted by users who have already
been awarded a specific badge. If this option is selected it generates a new field, Required Badges . Use this drop-down list to select the badge(s) a user must have
before they can award this badge to others.
People having some badges : this badge can only be granted by users who have already
been awarded a specific badge. If this option is selected it generates a new field, Required Badges . Use this drop-down list to select the badge(s) a user must have
before they can award this badge to others.
- No one, assigned through challenges : this badge cannot be manually granted, it can
only be awarded through challenges.
No one, assigned through challenges : this badge cannot be manually granted, it can
only be awarded through challenges.
To limit the number of badges a user can send, tick the Monthly Limited Spending checkbox. This sets a limit on the number of times a user can grant this badge. In the Limitation Number field, enter the maximum number of times this badge can be sent per
month, per person.

## Create a challenge

To create a challenge, navigate to to Settings â£ Gamification Tools â£
Challenges . Click New in the top-left corner to open a blank challenge form.
At the top of the form, enter a Challenge Name .

### Create assignment rules

To assign the challenge to specific users, one or more assignment rules must be utilized.
Click into the first field under Assign Challenge to , and select a parameter from the
drop-down list to define the rule. Then, click into the next field to define the ruleâs operator. If
necessary, click into the third field to further define the parameter.
To include all users with permissions in the Sales app, create a rule with the following
parameters:
- Groups
- Sales/User: Own Documents Only
Sales/User: Own Documents Only
`Sales/User:OwnDocumentsOnly`
In the Periodicity field, select a time frame for goals to be automatically assessed.

### Add goals

Challenges can be based on a single goal, or can include multiple goals with different targets. To
add a goal to the challenge, click Add a line on the Goals tab.
In the Goal Definition field, choose a goal from the drop-down list. The Condition field automatically updates to reflect the condition set on the goal
definition.
The CRM Gamification module contains preconfigured goals geared towards salesteams:
- New Leads
- Time to Qualify a Lead
Time to Qualify a Lead
- Days to Close a Deal
- New Opportunities
- New Sales Orders
Enter a Target for the goal based on the Suffix .
Repeat these steps for each additional goal.

### Add rewards

Next, click the Reward tab. Choose the badges to be awarded For 1st User and For Every Succeeding User by selecting them from the
drop-down lists.
Badges are granted when a challenge is finished. This is either at the end of a running period,
at the end date of a challenge, or when the challenge is manually closed.
After setup is complete, click the Start Challenge button at the top-left of the page to
begin the challenge.

Configuration
Create badges
Create a challenge
Create assignment rules
Add goals
Add rewards


Lead enrichment

# Lead enrichment

Lead enrichment is a service that provides business information for a contact attached to a lead.
Lead enrichment is an In-App Purchase (IAP) that requires credits to use, and is available for
existing leads in an Odoo database.
The information provided by lead enrichment can include general information about the business
(including full business name and logo), social media accounts, Company type , Founded information, Sectors information, the number of Employees , Estimated revenue , Phone number, Timezone , and Technologies Used .
Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes
demo/training databases, educational databases, and one-app-free databases.
The leads feature must be activated in the CRM settings page in order to use lead
enrichment. To access the CRM settings, navigate to CRM app â£ Configuration
â£ Settings . Under the CRM section activate the Leads option and click Save .

## Lead enrichment set up

To set up lead enrichment in the CRM application, navigate to CRM app â£
Configuration â£ Settings . Then, under the Lead Generation section, tick the checkbox
next to Lead Enrichment , and select either Enrich leads on demand only or Enrich all leads automatically . Click the Save button to activate the
changes.

## Enrich leads

Enrichment of leads is based on the domain of the email address of the customer set on the lead.
There are two different ways that a lead can be enriched: automatically or manually .

### Automatically enrich leads

During set up, if Enrich all leads automatically was selected on the CRM Settings page, then no action needs to be taken by the user to enrich the lead. A
scheduled action runs automatically, every sixty minutes, and enrichment occurs on leads, after a
remote database is contacted.
To access the cron that runs for the automatic lead enrichment, activate developer mode , and navigate to Settings app â£ Technical menu â£ Automation
section â£ Scheduled Actions . In the Searchâ¦ bar, type in CRM . Click into the
result labeled CRM: enrich leads (IAP) , and make any necessary adjustments. In the Execute Every field, enter a value greater than, or equal to, five minutes.
`CRM`
The following is an example of lead enrichment data that has been autocompleted successfully:

### Manually enrich leads

If the Enrich leads on demand only option was selected on the CRM Settings page, when activating Lead Enrichment , each lead that a user wishes to enrich must be manually enriched. This is achieved by clicking the Enrich button in the top menu of
the lead.
The same information will be retrieved at the same IAP credit cost (one per
enrichment). This method of enrichment is useful when every lead does not need to be enriched, or
cost is an issue.
Manually enrich leads in bulk using the list view. First, navigate to CRM app
â£ Leads , and click the list view button ( â° (three horizontal lines) icon). Next,
tick the checkboxes for the leads that should be manually enriched. Finally, click the âï¸ Action icon, and select Enrich from the resulting drop-down menu. This
can also be achieved from the My Pipeline page. To do so, simply open the CRM app, or
navigate to CRM app â£ Sales â£ My Pipeline . Either route reveals leads and
opportunities on the Pipeline page.

## Pricing

Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit.
See here for full pricing information: Lead Generation by Odoo IAP .
To buy credits, navigate to CRM app â£ Configuration â£ Settings . In the Lead Generation section, under the Lead Enrichment feature, click on Buy Credits .
Credits and balances may also be purchased by navigating to the Settings app . In
the Contacts section, under the Odoo IAP feature, click on View
My Services .
In-app purchases (IAP)
When collecting a companyâs contact information, make sure to be aware of the latest EU
regulations. For more information about General Data Protection Regulation, refer to: Odoo GDPR .

Lead enrichment set up
Enrich leads
Automatically enrich leads
Manually enrich leads
Pricing


# Enrich contacts with partner autocomplete

Partner autocomplete enriches the contacts database with corporate data. In any module, enter the
new company name into the Customer field ( partner_id technical field), and select one
of the companies suggested in the drop-down menu. Instantly get valuable company information full of
hard-to-find data for a desired company.
`partner_id`
A company cannot already be manually entered in the Contacts application prior to enriching
it with data.
The information provided by partner autocomplete can include general information about the business
(including full business name and logo), Phone number, Email , Tax ID , address and UNSPSC activities as Tags .
When getting a companyâs contact information make sure to be aware of the latest EU regulations.
For more information about General Data Protection Regulation refer to: Odoo GDPR . In Odoo, individual contact information cannot be searched for with
the partner autocomplete feature.

## Configuration

Go to Settings app â£ Contacts section . Then, activate the Partner
Autocomplete feature, by ticking the checkbox beside it, and clicking Save .

## Enrich contacts with corporate data

From any module, as the user is typing in the name of a new company contact, Odoo reveals a large
drop-down menu of potential match suggestions. If any are selected, the contact is then populated
with corporate data related to that specific selection.
For example, after typing Odoo , the following information populates:
`Odoo`
Partner Autocomplete also works if a VAT number is entered instead of
company name.

## Pricing

Partner Autocomplete is an In-App Purchase (IAP) service, which requires prepaid credits to be
used. Each request consumes one credit.
To buy credits, go to Settings app â£ Contacts section . Then, locate either the Partner Autocomplete feature and click Buy credits , or locate the Odoo IAP feature and click View My Services . From the resulting page, select
a desired package.
If the database runs out of credits, the only information populated when clicking on the
suggested company will be the website link and the logo.
Learn about our Privacy Policy .
Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes
demo/training databases, educational databases, and one-app-free databases.
In-app purchases (IAP)

Configuration
Enrich contacts with corporate data
Pricing


Utilize activities for sales teams

# Utilize activities for sales teams

Activities are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled
on any page of the database that contains a chatter thread, Kanban view, list view, or activities
view of an application.
Planned Activities for Leads and Opportunities.

## Activity types

A set of preconfigured activity types is available in the CRM app. To view the list of available
activity types, navigate to the CRM app â£ Configuration â£ Activity Types .
Additional activity types are available within the database, and can be utilized through
different applications. To access the complete list of activity types, go to the Settings app , then scroll to the Discuss section, and click Activity Types .
The preconfigured activity types for the CRM app are as follows:
- Email : adds a reminder to the chatter that prompts the salesperson to send an email.
Email : adds a reminder to the chatter that prompts the salesperson to send an email.
- Call : opens a calendar link where the salesperson can schedule time to call the
contact.
Call : opens a calendar link where the salesperson can schedule time to call the
contact.
- Meeting : opens a calendar link where the salesperson can schedule time to have a
meeting with the contact.
Meeting : opens a calendar link where the salesperson can schedule time to have a
meeting with the contact.
- To Do : adds a general reminder task to the chatter.
To Do : adds a general reminder task to the chatter.
- Upload Document : adds a link on the activity where an external document can be
uploaded. Note that the Documents app is not required to utilize this activity type.
Upload Document : adds a link on the activity where an external document can be
uploaded. Note that the Documents app is not required to utilize this activity type.
If other applications are installed, such as Sales or Accounting , other activity types are
made available in the CRM app.

### Create a new activity type

To create a new activity type, click New at the top-left of the page to open a blank
form.
At the top of the form, start by choosing a Name for the new activity type.

#### Activity settings

The Action field specifies the intent of the activity. Some actions trigger specific behaviors
after an activity is scheduled.
- If Upload Document is selected, a link to upload a document is added directly to the
planned activity in the chatter.
If Upload Document is selected, a link to upload a document is added directly to the
planned activity in the chatter.
- If either Phonecall or Meeting are selected, users have the option to open
their calendar to schedule a time for this activity.
If either Phonecall or Meeting are selected, users have the option to open
their calendar to schedule a time for this activity.
- If Request Signature is selected, a link is added to the planned activity in the
chatter that opens a signature request pop-up window.
If Request Signature is selected, a link is added to the planned activity in the
chatter that opens a signature request pop-up window.
The actions available to select on an activity type vary, depending on the applications currently
installed in the database.
To automatically assign this activity to a specific user when this activity type is scheduled,
choose a name from the Default User drop-down menu. If this field is left blank, the
activity is assigned to the user who creates the activity.
To include notes whenever this activity type is created, enter them into the Default
Summary field.
The information in the Default User and Default Summary fields are
included when an activity is created. However, they can be altered before the activity is
scheduled or saved.

#### Next activity

To automatically suggest, or trigger, a new activity after an activity has been marked complete, the Chaining Type must be set.
In the Chaining Type field, select Suggest Next Activity . Upon doing so, the
field underneath changes to: Suggest . Click the Suggest field drop-down menu
to select any activities to recommend as follow-up tasks to this activity type.
In the Schedule field, choose a default deadline for these activities. To do so,
configure a desired number of Days , Weeks , or Months . Then,
decide if it should occur after completion date or after previous activity
deadline .
This Schedule field information can be altered before the activity is scheduled.
When all configurations are complete, click Save .
If an activity has the Chaining Type set to Suggest Next Activity , and
has activities listed in the Suggest field, users are presented with recommendations
for activities as next steps.
Setting the Chaining Type to Trigger Next Activity immediately launches the
next activity once the previous one is completed.
If Trigger Next Activity is selected in the Chaining Type field, the field
beneath changes to: Trigger . From the Trigger field drop-down menu, select
the activity that should be launched once this activity is completed.
In the Schedule field, choose a default deadline for these activities. To do so,
configure a desired number of Days , Weeks , or Months . Then,
decide if it should occur after completion date or after previous activity
deadline .
This Schedule field information can be altered before the activity is scheduled.
When all configurations are complete, click Save .
When an activity has the Chaining Type set to Trigger Next Activity ,
marking the activity as Done immediately launches the next activity listed in the Trigger field.

## Activity tracking

To keep the pipeline up to date with the most accurate view of the status of activities, as soon as
a lead is interacted with, the associated activity should be marked as Done . This ensures the next
activity can be scheduled as needed. It also prevents the pipeline from becoming cluttered with
past due activities.
The pipeline is most effective when it is kept up-to-date and accurate to the interactions it is
tracking.

## Activity plans

Activity plans are preconfigured sequences of activities. When an activity plan is launched, every
activity in the sequence is scheduled automatically.
To create a new plan, navigate to CRM app â£ Configuration â£ Activity Plan .
Click New at the top-left of the page to open a blank Lead Plans form.
Enter a name for the new plan in the Plan Name field. On the Activities to
Create tab, click Add a line to add a new activity.
Select an Activity Type from the drop-down menu. Click Search More to see a
complete list of available activity types, or to create a new one .
Next, in the Summary field, enter any details to describe the specifics of the activity,
including instructions for the salesperson or information due upon the completion of the activity.
The contents of this field are included with the scheduled activity, and can be edited later.
In the Assignment field, select one of the following options:
- Ask at launch : activities are assigned to a user when the plan is scheduled.
Ask at launch : activities are assigned to a user when the plan is scheduled.
- Default user : activities are always assigned to a specific user.
Default user : activities are always assigned to a specific user.
If Default user is selected in the Assignment field, choose a user in the Assigned to field.
Activity plans can feature activities that are assigned to default users and users assigned at
the plan launch.
Next, configure the timeline for the activity. Activities can be scheduled to occur either before
the plan date or after. Use the Interval and Units fields to set the
deadline for this activity. Lastly, in the Trigger field, select whether the activity
should occur before or after the plan date.
An activity plan is created to handle high priority leads. Specifically, these leads should be
contacted quickly, with a meeting scheduled within two days of the initial contact. The plan is
configured with the following activities:
- Email two days before plan date
Email two days before plan date
- Meeting zero days before plan date
Meeting zero days before plan date
- Make quote three days after plan date
Make quote three days after plan date
- Upload document three days after plan date
Upload document three days after plan date
- Follow-up five days after plan date
Follow-up five days after plan date
This sets the plan date as the meeting deadline, which is the objective of the plan. Before
that date, there is lead time to contact the customer and prepare for the meeting. After that
date, the salesperson has time to create a quote, upload the document, and follow-up.
Repeat these steps for each activity included in the plan.

### Launch an activity plan

To launch an activity plan on a CRM opportunity, navigate to CRM app and click on
the Kanban card of an opportunity to open it.
At the top-right of the chatter, click Activities to open the Schedule
Activity pop-up window.
In the Plan field, select the desired activity plan to launch. This generates a Plan summary , listing out the activities included in the plan. Select a Plan
Date using the calendar popover. This updates the Plan summary with deadlines based on
the intervals configured on the activity plan .
Select a user in the Assigned To field. This user is assigned to any of the activities
on the plan were configured with Ask at launch in the Assignment field.
The details of the plan are added to the chatter, in addition to each of the activities.
- Activities

Activity types
Create a new activity type
Activity tracking
Activity plans
Launch an activity plan


Expected revenue report

# Expected revenue report

Expected revenue is the total cash value of leads that are expected to close by a certain date,
usually the end of the current month.
An expected revenue report compiles all active leads in a sales pipeline that have a set expected
closing date, and compares how sales teams are performing in a given time frame.
By pulling a monthly expected revenue report, sales managers can see which team members are reaching
their goals, and who may need additional assistance to close valuable deals.

## Create an expected revenue report

To create an expected revenue report, first navigate to CRM app â£ Reporting â£
Pipeline . This opens the Pipeline Analysis dashboard.
The Pipeline Analysis dashboard includes several filters in the search bar by default. Remove
these before adding any additional custom filters.
On the top-left of the report, click Measures , then select Expected Revenue from the drop-down menu.
At the top of the page, click the ð»(triangle pointed down) icon to the right of the Searchâ¦ bar to open the drop-down menu that contains Filters , Group By , and Favorites columns. Under the Filters column, click Add Custom Filter , which opens an Add Custom Filter pop-up window.

### Add custom filters

In order to generate an expected revenue report, filters need to be created for the following
conditions:
- Expected closing date : limits results to only
include leads expected to close within a specific time frame.
Expected closing date : limits results to only
include leads expected to close within a specific time frame.
- Exclude unassigned leads : excludes leads
without an assigned salesperson.
Exclude unassigned leads : excludes leads
without an assigned salesperson.
- Specific sales teams : limits results to only include
leads assigned to one or more sales teams. This filter is optional and should not be included if
the report is intended for the entire company.
Specific sales teams : limits results to only include
leads assigned to one or more sales teams. This filter is optional and should not be included if
the report is intended for the entire company.

#### Add filter for expected closing date

On the Add Custom Filter pop-up window, click into the first field of the new rule.
Type Expected Closing into the Searchâ¦ bar, or scroll to select it from the list.
Click in the second field and select is set . This limits the results to only include
leads where an estimated closing date is listed.
`ExpectedClosing`
Next, click the â (plus) icon to the right of the rule to duplicate it.
Using the â (plus) icon makes it easy to add multiple rules based on the same
filter.
In the second field of the new rule, select is between from the drop-down menu. This
creates a set time frame during which the expected closing date must occur for leads to be included
in the results.
Click in each date field, one at a time, and use the calendar popover window to add both a start and
end date to the rule. This is usually the beginning and ending of the current month, or fiscal
quarter.

#### Exclude unassigned leads

After filtering for the expected closing date, add a New Rule . Then, click into the new
ruleâs first field, and type Salesperson in the Searchâ¦ bar, or scroll through the
list to select it. Click in the ruleâs second field and select is set from the drop-down
menu. This excludes any results without an assigned salesperson.
`Salesperson`

#### Add a filter for sales teams

This filter is optional. To view results for the entire company, do not add this filter, and
continue to View results .
To limit the results of the report to one or more sales teams, click New Rule . Next,
click the first field for the new rule, and type Sales Team in the Searchâ¦ bar, or
scroll to search through the list to locate it.
`SalesTeam`
In the ruleâs second field, select is in from the drop-down menu. Selecting this
operator limits results to the sales teams indicated in the next field.
Lastly, click into the third field, and either: make a selection from the complete list revealed in
the popover menu, or type the first few characters of the specific sales teamâs title to quickly
find and select it as a parameter.
Multiple teams can be added to the Sales Team rule, where each parameter is treated with an
âorâ (e.g. âanyâ) operator in the search logic.
`SalesTeam`

## View results

At the top of the Add Custom Filter form, there is an option to match any or all of the rules. In order to properly run the report, only records that match all of the following filters should be included. Before adding the filters, make sure all is
selected in this field.
At the bottom of the Add Custom Filter form, click Add .

### View options

The expected revenue report benefits from utilizing multiple views. The default graph view can be
used to identify which salespeople are expected to bring in the most revenue, while the list view
and pivot view provide more detail on specific deals.
The graph view is used to visualize data, and is beneficial in identifying patterns and
trends.
Bar charts are used to show the distribution of data across several categories or among
several salespeople.
Line charts are useful to show changing trends over a period of time.
Pie charts are useful to show the distribution, or comparison, of data among a small number
of categories or salespeople, specifically how they form the meaningful part of a whole
picture.
The default view for the expected revenue report is the bar chart, stacked. To change to a
different graph view, click one of the icons at the top-left of the report. While both the
line chart and bar chart are available in stacked view, the pie chart is not.
Graph view icons in order: bar chart, line chart, pie chart, stacked.
The list view provides a list of all leads that are expected to close by the designated
date. Clicking on a lead in list view opens the record for detailed analysis, but many
insights can be gleaned from the basic view.
To switch to the list view, click the â£ (list) icon at the top-right of the
report.
To add additional metrics to the report, click the additional options menu indicated by the toggle icon at the top-right of the list.
Clicking the toggle icon in list view opens the additional options menu .
Select any additional metrics from the drop-down menu to add them to the list view. Some
options that may be useful are Expected Closing and Probability .
The pivot view arranges all leads that are expected to close by the designated date into a
dynamic table.
To switch to the pivot view, click the Pivot icon at the top-right of the report.
When the pivot view is selected for this report, the X-axis lists the stages in
the pipeline, while the Y-axis defaults to group the results by their creation date. To switch
these groupings, click the flip access icon ( â ) at the top of the report.
To add additional measures to the report, click the Measures button at the
top-left of the report. Select any additional metrics from the drop-down menu.
To add a group to a row or column to the pivot view, click the â (plus sign) next
to Total , and then select one of the groups. To remove one, click the â (minus sign) and de-select the appropriate option.
Click Insert in Spreadsheet to add the pivot view into an editable spreadsheet
format within the Dashboards app. If the Odoo Documents app is installed, the report can
be inserted into a blank or existing spreadsheet, and exported.

Create an expected revenue report
Add custom filters
View results
View options


Forecast report

# Forecast report

The Forecast report in the CRM app allows users to view upcoming opportunities and build a
forecast of potential sales. Opportunities are grouped by the month of their expected closing date,
and can be dragged-and-dropped to adjust the deadline.
To access the Forecast report, navigate to CRM app â£ Reporting â£ Forecast .

## Navigate the forecast report

The default Forecast report includes opportunities assigned to the current userâs
pipeline, and are expected to close within four months. It also shows opportunities without an
assigned expected closing date. The opportunities are grouped by month in a (Kanban) view.

### Expected closing date

Opportunities are grouped by the date assigned in the Expected Closing field on an opportunity
form. To change this date directly from the Forecast page, select the Kanban card for
the desired opportunity, then click and drag the card to the desired column.
The default time frame for the forecast is month . This can be changed by clicking the (down) icon
next to the Searchâ¦ bar at the top of the report. Under the Group By heading in the resulting drop-down menu, click Expected Closing to expand the list of
available options, and select a desired amount of time from the list.
After an opportunity is added to a new month, the Expected Closing field on the opportunity form
is updated to the last date of the new month.
The Expected Closing field can also be manually updated on the opportunity card. To do that,
click on the Kanban card for an opportunity on the Forecast page to open the
opportunityâs detail form. Click in the Expected Closing field, and use the calendar
popover to select a new closing date.

### Prorated revenue

The prorated revenue is the Expected Revenue amount that is displayed at the top of the
column for each month on the Forecast reporting page. This value is situated to the
right of the progress bar. The calculation for Expected Revenue is the total of the
prorated revenue specific to that particular time frame.
The prorated revenue is calculated using the formula below:
As opportunities are moved from one column to another, the columnâs revenue is automatically updated
to reflect the change.
A forecast report for June includes two opportunities:
The first opportunity, Global Solutions , has an expected revenue of $3,800 , and a probability
of 90% . This results in a prorated revenue of $3,420 .
`GlobalSolutions`
`$3,800`
`90%`
`$3,420`
The second opportunity, Quote for 600 Chairs , has an expected revenue of $22,500 , and a
probability of 20% . This results in a prorated revenue of $4,500 .
`Quotefor600Chairs`
`$22,500`
`20%`
`$4,500`
The combined prorated revenue of the opportunities is $7,920 , which is listed at the top of the
column for the month.
`$7,920`
For more information on how probability is assigned to opportunities, see Assign leads with predictive lead scoring

## View results

Click the (area chart) icon to change to graph view. Then, click
the corresponding icon at the top of the report to switch to a (bar
chart) , (line chart) , or (pie
chart) .
Click the (pivot) icon to change to the pivot view, or the (list) icon to change to the list view.
The pivot view can be used to view and analyze data in a more
in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by
opportunity stage.
To save this report as a favorite , see Favorites .

Navigate the forecast report
Expected closing date
Prorated revenue
View results


Pipeline Analysis

# Pipeline Analysis

The CRM app manages the sales pipeline as leads/opportunities move from stage to stage,
origination to sale ( Won ) or archival ( Lost ).
After organizing the pipeline, use the search options and reports available on the Pipeline
Analysis page to gain insight into the effectiveness of the pipeline and its users.
To access the Pipeline Analysis page, go to CRM app â£ Reporting â£ Pipeline .

## Navigate the pipeline analysis page

Upon accessing the Pipeline Analysis page, a bar graph showcasing the leads from the
past year automatically populates. The bars represent the number of leads in each stage of the sales
pipeline, color-coded to show the month the lead reached that stage.
The interactive elements of the Pipeline Analysis page manipulate the graph to report
different metrics in several views. From left-to-right, top-to-bottom, the elements include:
- Actions : represented by the âï¸ (gear) icon, located next to the Pipeline Analysis page title. When clicked, a drop-down menu appears with three
options, each with their own sub-menu: Knowledge , Dashboard , Spreadsheet . (See Save and share reports for more
information) The Knowledge option is for linking to or inserting the graph in a Knowledge app
article. The Dashboard option is for adding the graph to a dashboard in the Dashboards app. The Spreadsheet option is for linking the graph in a spreadsheet in the Documents app.
Actions : represented by the âï¸ (gear) icon, located next to the Pipeline Analysis page title. When clicked, a drop-down menu appears with three
options, each with their own sub-menu: Knowledge , Dashboard , Spreadsheet . (See Save and share reports for more
information)
- The Knowledge option is for linking to or inserting the graph in a Knowledge app
article.
The Knowledge option is for linking to or inserting the graph in a Knowledge app
article.
- The Dashboard option is for adding the graph to a dashboard in the Dashboards app.
The Dashboard option is for adding the graph to a dashboard in the Dashboards app.
- The Spreadsheet option is for linking the graph in a spreadsheet in the Documents app.
The Spreadsheet option is for linking the graph in a spreadsheet in the Documents app.
- Searchâ¦ bar: shows the filters and groupings currently being applied to the graph.
To add new filters/groups, type them into the search bar, or click the â¬ï¸ (down arrow) icon, at the end of the bar, to open a drop-down menu of options. (See Search Options for more information)
Searchâ¦ bar: shows the filters and groupings currently being applied to the graph.
To add new filters/groups, type them into the search bar, or click the â¬ï¸ (down arrow) icon, at the end of the bar, to open a drop-down menu of options. (See Search Options for more information)
In the upper-right corner, there are view options represented by different icons. (See View
Options for more information)
- Graph view: displays the data in a bar graph. This is the default view.
Graph view: displays the data in a bar graph. This is the default view.
- Pivot view: displays the data in a customizable, categorized metrics table.
Pivot view: displays the data in a customizable, categorized metrics table.
- Cohort view: displays and organizes the data, based on their Created on and Closed Date week (default), day, month, or year.
Cohort view: displays and organizes the data, based on their Created on and Closed Date week (default), day, month, or year.
- List view: displays the data in a list.
List view: displays the data in a list.
Located on the far-left side of the page, beneath the Pipeline Analysis page title,
there are more configurable filter and view options.
- Measures : opens a drop-down menu of different measurement options that can be seen in
the graph, pivot, or cohort view. The Measure drop-down menu is not available in the
list view. (See Measurement Options for more information)
Measures : opens a drop-down menu of different measurement options that can be seen in
the graph, pivot, or cohort view. The Measure drop-down menu is not available in the
list view. (See Measurement Options for more information)
- Insert in Spreadsheet : opens a pop-up window with options for adding a graph or pivot
table to a spreadsheet in the Documents app or a dashboard in the Dashboards app. This option
is not available in the cohort or list view.
Insert in Spreadsheet : opens a pop-up window with options for adding a graph or pivot
table to a spreadsheet in the Documents app or a dashboard in the Dashboards app. This option
is not available in the cohort or list view.
With the graph view selected, the following options are available:
- Bar Chart : switches the graph to a bar chart.
Bar Chart : switches the graph to a bar chart.
- Line Chart : switches the graph to a line chart.
Line Chart : switches the graph to a line chart.
- Pie Chart : switches the graph to a pie chart.
Pie Chart : switches the graph to a pie chart.
- Stacked : when selected, the results of each stage of the graph are stacked on top of
each other. When not selected, the results in each stage are shown as individual bars.
Stacked : when selected, the results of each stage of the graph are stacked on top of
each other. When not selected, the results in each stage are shown as individual bars.
- Descending : re-orders the stages in the graph in descending order from left-to-right.
Click the icon a second time to deselect it. Depending on the search criteria, this option may not
be available.
Descending : re-orders the stages in the graph in descending order from left-to-right.
Click the icon a second time to deselect it. Depending on the search criteria, this option may not
be available.
- Ascending : re-orders the stages in the graph in ascending order from left-to-right.
Click the icon a second time to deselect it. Depending on the search criteria, this option may not
be available.
Ascending : re-orders the stages in the graph in ascending order from left-to-right.
Click the icon a second time to deselect it. Depending on the search criteria, this option may not
be available.
With the pivot view selected, the following options are available:
- Flip Axis : flips the X and Y axis for the entire table.
Flip Axis : flips the X and Y axis for the entire table.
- Expand All : when additional groupings are selected using the â (plus
sign) icons, this button opens those groupings under every row.
Expand All : when additional groupings are selected using the â (plus
sign) icons, this button opens those groupings under every row.
- Download xlsx : downloads the table as an Excel file.
Download xlsx : downloads the table as an Excel file.

### Search options

The Pipeline Analysis page can be customized with various filters and grouping options.
To add new search criteria, type the desired criteria into the search bar, or click the â¬ï¸ (down arrow) icon, next to the search bar, to open a drop-down menu of all options.
See the sections below for more information on what each option does.
The Filters section allows users to add pre-made and custom filters to the search
criteria. Multiple filters can be added to a single search.
- My Pipeline : show leads assigned to the current user.
My Pipeline : show leads assigned to the current user.
- Opportunities : show leads that have been qualified as opportunities.
Opportunities : show leads that have been qualified as opportunities.
- Leads : show leads that have yet to be qualified as opportunities.
Leads : show leads that have yet to be qualified as opportunities.
- Active : show active leads.
Active : show active leads.
- Inactive : show inactive leads.
Inactive : show inactive leads.
- Won : show leads that have been marked Won .
Won : show leads that have been marked Won .
- Lost : show leads that have been marked Lost .
Lost : show leads that have been marked Lost .
- Created On : show leads that were created during a specific period of time. By
default, this is the past year, but it can be adjusted as needed, or removed entirely.
Created On : show leads that were created during a specific period of time. By
default, this is the past year, but it can be adjusted as needed, or removed entirely.
- Expected Closing : show leads that are expected to close (marked Won ) during
a specific period of time.
Expected Closing : show leads that are expected to close (marked Won ) during
a specific period of time.
- Date Closed : show leads that were closed (marked Won ) during a specific
period of time.
Date Closed : show leads that were closed (marked Won ) during a specific
period of time.
- Archived : show leads that have been archived (marked Lost ).
Archived : show leads that have been archived (marked Lost ).
- Add Custom Filter : allows the user to create a custom filter with numerous
options. (See Add Custom Filters and Groups for more
information)
Add Custom Filter : allows the user to create a custom filter with numerous
options. (See Add Custom Filters and Groups for more
information)
The Group By section allows users to add pre-made and custom groupings to the
search results. Multiple groupings can be added to split results into more manageable chunks.
The order that groupings are added affects how the final results are displayed. Try
selecting the same combinations in a different order to see what works best for each use
case.
- Salesperson : groups the results by the Salesperson to whom a lead is assigned.
Salesperson : groups the results by the Salesperson to whom a lead is assigned.
- Sales Team : groups the results by the Sales Team to whom a lead is assigned.
Sales Team : groups the results by the Sales Team to whom a lead is assigned.
- City : groups the results by the city from which a lead originated.
City : groups the results by the city from which a lead originated.
- Country : groups the results by the country from which a lead originated.
Country : groups the results by the country from which a lead originated.
- Company : groups the results by the company to which a lead belongs (if multiple
companies are activated in the database).
Company : groups the results by the company to which a lead belongs (if multiple
companies are activated in the database).
- Stage : groups the results by the stages of the sales pipeline.
Stage : groups the results by the stages of the sales pipeline.
- Campaign : groups the results by the marketing campaign from which a lead
originated.
Campaign : groups the results by the marketing campaign from which a lead
originated.
- Medium : groups the results by the medium (Email, Google Adwords, Website, etc.)
from which a lead originated.
Medium : groups the results by the medium (Email, Google Adwords, Website, etc.)
from which a lead originated.
- Source : groups the results by the source (Search engine, Lead Recall,
Newsletter, etc.) from which a lead originated.
Source : groups the results by the source (Search engine, Lead Recall,
Newsletter, etc.) from which a lead originated.
- Creation Date : groups the results by the date a lead was added to the database.
Creation Date : groups the results by the date a lead was added to the database.
- Conversion Date : groups the results by the date a lead was converted to an
opportunity.
Conversion Date : groups the results by the date a lead was converted to an
opportunity.
- Expected Closing : groups the results by the date a lead is expected to close
(marked âWonâ).
Expected Closing : groups the results by the date a lead is expected to close
(marked âWonâ).
- Closed Date : groups the results by the date a lead was closed(marked âWonâ).
Closed Date : groups the results by the date a lead was closed(marked âWonâ).
- Lost Reason : groups the results by the reason selected when a lead was marked
âLost.â
Lost Reason : groups the results by the reason selected when a lead was marked
âLost.â
- Add Custom Group : allows the user to create a custom group with numerous
options. (See Adding Custom Filters and Groups for more
information)
Add Custom Group : allows the user to create a custom group with numerous
options. (See Adding Custom Filters and Groups for more
information)
The Comparison section allows users to add comparisons to the same search criteria
over another period of time.
This option is only available if the search includes time-based filters, such as Created On , Expected Closing , or Date Closed . While
multiple time-based filters can be added at once, only one comparison can be selected at a
time.
- Previous Period : adds a comparison to the same search criteria from the previous
period.
Previous Period : adds a comparison to the same search criteria from the previous
period.
- Previous Year : adds a comparison to the same search criteria from the previous
year.
Previous Year : adds a comparison to the same search criteria from the previous
year.
The Favorites section allows users to save a search for later, so it does not need
to be recreated every time.
Multiple searches can be saved, shared with others, or even set as the default for whenever
the Pipeline Analysis page is opened.
- Save current search : save the current search criteria for later. Default filter : when saving a search, check this box to make it the default
search filter when the Pipeline Analysis page is opened. Shared : when saving a search, check this box to make it available to other
users.
Save current search : save the current search criteria for later.
- Default filter : when saving a search, check this box to make it the default
search filter when the Pipeline Analysis page is opened.
Default filter : when saving a search, check this box to make it the default
search filter when the Pipeline Analysis page is opened.
- Shared : when saving a search, check this box to make it available to other
users.
Shared : when saving a search, check this box to make it available to other
users.

#### Add custom filters and groups

In addition to the pre-made options in the search bar, the Pipeline Analysis page can
also utilize custom filters and groups.
Custom filters are complex rules that further customize the search results, while custom groups
display the information in a more organized fashion.
To add a custom filter:
- On the Pipeline Analysis page, click the down arrow icon next to the Searchâ¦ bar.
On the Pipeline Analysis page, click the down arrow icon next to the Searchâ¦ bar.
- In the drop-down menu, click Add Custom Filter .
In the drop-down menu, click Add Custom Filter .
- The Add Custom Filter pop-up window appears with a default rule ( Country
is in _____ ) comprised of three unique fields. These fields can be edited to make a custom rule,
and multiple rules can be added to a single custom filter.
The Add Custom Filter pop-up window appears with a default rule ( Country
is in _____ ) comprised of three unique fields. These fields can be edited to make a custom rule,
and multiple rules can be added to a single custom filter.
- To edit a rule, start by clicking the first field ( Country ), and select an option
from the drop-down menu. The first field determines the primary subject of the rule.
To edit a rule, start by clicking the first field ( Country ), and select an option
from the drop-down menu. The first field determines the primary subject of the rule.
- Next, click the second field, and select an option from the drop-down menu. The second field
determines the relationship of the first and third fields, and is usually an is or is not statement, but can also be greater than or less than statements, and more.
Next, click the second field, and select an option from the drop-down menu. The second field
determines the relationship of the first and third fields, and is usually an is or is not statement, but can also be greater than or less than statements, and more.
- Finally, click the third field, and select an option from the drop-down menu. The third field
determines the secondary subject of the rule.
Finally, click the third field, and select an option from the drop-down menu. The third field
determines the secondary subject of the rule.
- With all three fields selected, the rule is complete. To add more rules: click New Rule and repeat steps 4-7, as needed. To delete a rule: click the ðï¸ (trash) icon to the right of the rule. To duplicate an existing rule: click the â (plus sign) icon to the right of
the rule. To create more complex rules: click the Add branch icon to the right of the
rule. This adds another modifier below the rule for adding an âall ofâ or âany ofâ statement.
With all three fields selected, the rule is complete.
- To add more rules: click New Rule and repeat steps 4-7, as needed.
To add more rules: click New Rule and repeat steps 4-7, as needed.
- To delete a rule: click the ðï¸ (trash) icon to the right of the rule.
To delete a rule: click the ðï¸ (trash) icon to the right of the rule.
- To duplicate an existing rule: click the â (plus sign) icon to the right of
the rule.
To duplicate an existing rule: click the â (plus sign) icon to the right of
the rule.
- To create more complex rules: click the Add branch icon to the right of the
rule. This adds another modifier below the rule for adding an âall ofâ or âany ofâ statement.
To create more complex rules: click the Add branch icon to the right of the
rule. This adds another modifier below the rule for adding an âall ofâ or âany ofâ statement.
- Once all rules have been added, click Add to add the custom filter to the search
criteria. To remove a custom filter: click the âï¸ (x) icon beside the filter in the
search bar.
Once all rules have been added, click Add to add the custom filter to the search
criteria.
- To remove a custom filter: click the âï¸ (x) icon beside the filter in the
search bar.
To remove a custom filter: click the âï¸ (x) icon beside the filter in the
search bar.
To add a custom group:
- On the Pipeline Analysis page, click the down arrow icon next to the
search bar.
On the Pipeline Analysis page, click the down arrow icon next to the
search bar.
- In the drop-down menu that appears, click Add Custom Group .
In the drop-down menu that appears, click Add Custom Group .
- Scroll through the options in the drop-down menu, and select one or more groups. To remove a custom group: click the âï¸ (x) icon beside the custom group in the
search bar.
Scroll through the options in the drop-down menu, and select one or more groups.
- To remove a custom group: click the âï¸ (x) icon beside the custom group in the
search bar.
To remove a custom group: click the âï¸ (x) icon beside the custom group in the
search bar.

### Measurement options

By default, the Pipeline Analysis page measures the total Count of leads
that match the search criteria, but can be changed to measure other items of interest.
To change the selected measurement, click the Measures button on the top-left of the
page, and select one of the following options from the drop-down menu:
- Days to Assign : measures the number of days it took a lead to be assigned after
creation.
Days to Assign : measures the number of days it took a lead to be assigned after
creation.
- Days to Close : measures the number of days it took a lead to be closed (marked Won ).
Days to Close : measures the number of days it took a lead to be closed (marked Won ).
- Days to Convert : measures the number of days it took a lead to be converted to an
opportunity.
Days to Convert : measures the number of days it took a lead to be converted to an
opportunity.
- Exceeded Closing Days : measures the number of days by which a lead exceeded its
Expected Closing date.
Exceeded Closing Days : measures the number of days by which a lead exceeded its
Expected Closing date.
- Expected MRR : measures the Expected Recurring Revenue of a lead.
Expected MRR : measures the Expected Recurring Revenue of a lead.
- Expected Revenue : measures the Expected Revenue of a lead.
Expected Revenue : measures the Expected Revenue of a lead.
- Prorated MRR : measures the Prorated Monthly Recurring Revenue of a lead.
Prorated MRR : measures the Prorated Monthly Recurring Revenue of a lead.
- Prorated Recurring Revenues : measures the Prorated Recurring Revenues of a lead.
Prorated Recurring Revenues : measures the Prorated Recurring Revenues of a lead.
- Prorated Revenue : measures the Prorated Revenue of a lead.
Prorated Revenue : measures the Prorated Revenue of a lead.
- Recurring Revenues : measures the Recurring Revenue of a lead.
Recurring Revenues : measures the Recurring Revenue of a lead.
- Count : measures the total amount of leads that match the search criteria.
Count : measures the total amount of leads that match the search criteria.

### View options

After configuring filters, groupings, and measurements, the Pipeline Analysis page can
display the data in a variety of ways. By default, the page uses the graph view, but can be changed
to a pivot view, cohort view, or list view.
To change the pipeline to a different view, click one of the four view icons, located in the
top-right of the Pipeline Analysis page.
The graph view is the default selection for the Pipeline Analysis page. It
displays the analysis as either a: bar chart, line chart, or pie chart.
This view option is useful for quickly visualizing and comparing simple relationships, like
the Count of leads in each stage, or the leads assigned to each Salesperson .
By default, the graph measures the Count of leads in each group, but this can be
changed by clicking the Measures button, and selecting another option from the resulting drop-down menu.
When using a bar chart in this view, consider deselecting the Stacked option,
in order to make the breakdown of results more legible.
The pivot view displays the results of the analysis as a table. By default, the table groups
the results by the stages of the sales pipeline, and measures Expected Revenue .
The pivot view is useful for analyzing more detailed numbers than the graph view can handle,
or for adding the data to a spreadsheet, where custom formulas can be set up, like in an Excel
file.
The three icons at the top-left of the page perform the following functions:
- Flip Axis : flips the X and Y axis for the entire table.
Flip Axis : flips the X and Y axis for the entire table.
- Expand All : when additional groupings are selected using the â (plus
sign) icons, this button opens those groupings under every row.
Expand All : when additional groupings are selected using the â (plus
sign) icons, this button opens those groupings under every row.
- Download xlsx : downloads the table as an Excel file.
Download xlsx : downloads the table as an Excel file.
The Stage grouping cannot be removed, but the measurement can be changed by
clicking the Measures button, and selecting another option.
The cohort view displays the analysis as periods of time (cohorts) that can be set to days,
weeks, months, or years. By default, Week is selected.
This view option is useful specifically for comparing how long it has taken to close leads.
From left-to-right, top-to-bottom, the columns in the chart represent the following:
- Created On : rows in this column represent the weeks of the year, in which
records matching the search criteria exist. When set to Week , a row with the label W52 2023 means the results
occurred in: Week 52 of the Year 2023.
Created On : rows in this column represent the weeks of the year, in which
records matching the search criteria exist.
- When set to Week , a row with the label W52 2023 means the results
occurred in: Week 52 of the Year 2023.
When set to Week , a row with the label W52 2023 means the results
occurred in: Week 52 of the Year 2023.
- Measures : the second column in the chart is the measurement of the results. By
default, it is set to Count , but can be changed by clicking the Measures button, and selecting an option from the drop-down menu.
Measures : the second column in the chart is the measurement of the results. By
default, it is set to Count , but can be changed by clicking the Measures button, and selecting an option from the drop-down menu.
- Closed Date - By Day/Week/Month/Year : this column looks at what percentage of
the measured results were closed in subsequent days/weeks/months/years.
Closed Date - By Day/Week/Month/Year : this column looks at what percentage of
the measured results were closed in subsequent days/weeks/months/years.
- Average : this row provides the average of all other rows in the column.
Average : this row provides the average of all other rows in the column.
The cohort view can also be downloaded as an Excel file, by clicking the Download icon in the top-left of the page.
The list view displays a single list of all leads matching the search criteria. Clicking a
lead opens the record for closer review. Additional details such as Country , Medium , and more can be added to the list, by clicking the Filters icon in the top-right of the list.
This view option is useful for reviewing many records at once.
Clicking the âï¸ (gear) icon opens the Actions drop-down menu, with options for the
following:
- Import records : opens a page for uploading a spreadsheet of data, as well as a
template spreadsheet to easily format that data.
Import records : opens a page for uploading a spreadsheet of data, as well as a
template spreadsheet to easily format that data.
- Export All : downloads the list as an xlsx file for Excel.
Export All : downloads the list as an xlsx file for Excel.
- Knowledge : inserts a view of, or link to, the list in an article in the Knowledge app.
Knowledge : inserts a view of, or link to, the list in an article in the Knowledge app.
- Dashboard : adds the list to My Dashboard in the Dashboards app.
Dashboard : adds the list to My Dashboard in the Dashboards app.
- Spreadsheet : links to, or inserts, the list in a spreadsheet in the Documents app.
Spreadsheet : links to, or inserts, the list in a spreadsheet in the Documents app.
On the list view, clicking New closes the list, and opens the New Quotation page. Clicking Generate Leads opens a pop-up window for lead generation.
Neither feature is intended to manipulate the list view.

## Create reports

After understanding how to navigate the pipeline analysis page , the Pipeline Analysis page can be used to create and share different reports. Between the
pre-made options and custom filter and groupings, almost any combination is possible.
Once created, reports can be saved to favorites, shared with other users, and/or added to
dashboards and spreadsheets .
A few common reports that can be created using the Pipeline Analysis page are detailed
below.

### Win/Loss reports

Win/Loss is a calculation of active or previously active leads in a pipeline that were either marked
as Won or Lost over a specific period of time. By calculating opportunities won over
opportunities lost, teams can clarify key performance indicators (KPIs) that are converting leads
into sales, such as specific teams or team members, certain marketing mediums or campaigns, and so
on.
A win/loss report filters the leads from the past year, whether won or lost, and groups the results
by their stage in the pipeline. Creating this report requires a custom filter, and grouping the
results by Stage .
Follow the steps below to create a win/loss report:
- Navigate to CRM app â£ Reporting â£ Pipeline .
Navigate to CRM app â£ Reporting â£ Pipeline .
- On the Pipeline Analysis page, click the â¬ï¸ (down arrow) icon, next to
the search bar, to open a drop-down menu of filters and groupings.
On the Pipeline Analysis page, click the â¬ï¸ (down arrow) icon, next to
the search bar, to open a drop-down menu of filters and groupings.
- In drop-down menu that appears, under the Group By heading, click Stage .
In drop-down menu that appears, under the Group By heading, click Stage .
- Under the Filters heading, click Add Custom Filter to open another pop-up
menu.
Under the Filters heading, click Add Custom Filter to open another pop-up
menu.
- In the Add Custom Filter pop-up menu, click on the first field in the Match any of the following rules: section. By default, this field displays Country .
In the Add Custom Filter pop-up menu, click on the first field in the Match any of the following rules: section. By default, this field displays Country .
- Clicking that first field reveals a sub-menu with numerous options to choose from. From this
sub-menu, locate and select the Active option. Doing so automatically populates the
remaining fields. The first field reads: Active . The second field reads: is . And lastly,
the third field reads: set . In total, the rule reads: Active is set .
Clicking that first field reveals a sub-menu with numerous options to choose from. From this
sub-menu, locate and select the Active option. Doing so automatically populates the
remaining fields.
The first field reads: Active . The second field reads: is . And lastly,
the third field reads: set .
In total, the rule reads: Active is set .
- Click New Rule , change the first field to Active , and the last field to not set . In total, the rule reads Active is not set .
Click New Rule , change the first field to Active , and the last field to not set . In total, the rule reads Active is not set .
- Click Add .
The report now displays the total Count of leads, whether âWonâ or âLost,â grouped by
their stage in the CRM pipeline. Hover over a section of the report to see the number of leads in
that stage.

#### Customize win/loss reports

After creating a win/loss report , consider using the options below to
customize the report for different needs.
A sales manager might group wins and losses by salesperson, or sales team, to see who has the
best conversion rate. Or, a marketing team might group by sources, or medium, to determine where
their advertising has been most successful.
To add more filters and groups, click the â¬ï¸ (down arrow) icon, next to the search
bar, and select one or more options from the drop-down menu.
Some useful options include:
- Created on : adjusting this filter to a different period of time, such as the
last 30 days, or the last quarter, can provide more timely results.
Created on : adjusting this filter to a different period of time, such as the
last 30 days, or the last quarter, can provide more timely results.
- Add Custom Filter : clicking this option, and scrolling through the numerous
options in the drop-down menu, opens up additional search criteria, like Last
Stage Update or Lost Reason .
Add Custom Filter : clicking this option, and scrolling through the numerous
options in the drop-down menu, opens up additional search criteria, like Last
Stage Update or Lost Reason .
- Add Custom Group > Active : Clicking Add Custom Group â£ Active separates the results into Won ( true ) or Lost ( false ). This
shows at what stage leads are being marked Won or Lost .
Add Custom Group > Active : Clicking Add Custom Group â£ Active separates the results into Won ( true ) or Lost ( false ). This
shows at what stage leads are being marked Won or Lost .
- Multiple Groupings : add multiple Group By selections to split
results into more relevant and manageable chunks. Adding Salesperson or Sales Team breaks up the total count of
leads in each Stage . Adding Medium or Source can reveal what marketing avenues generate
more sales.
Multiple Groupings : add multiple Group By selections to split
results into more relevant and manageable chunks.
- Adding Salesperson or Sales Team breaks up the total count of
leads in each Stage .
Adding Salesperson or Sales Team breaks up the total count of
leads in each Stage .
- Adding Medium or Source can reveal what marketing avenues generate
more sales.
Adding Medium or Source can reveal what marketing avenues generate
more sales.
By default, pivot view groups win/loss reports by Stage and measures Expected Revenue .
To flesh out the table:
- Click the â¬ï¸ (down arrow) next to the search bar.
Click the â¬ï¸ (down arrow) next to the search bar.
- In the pop-up menu, replace the Stage grouping with something like Salesperson or Medium .
In the pop-up menu, replace the Stage grouping with something like Salesperson or Medium .
- Click the Measures button and click Count to add the number of
leads back into the report. Other useful measures for pivot view include Days to Assign and Days to Close .
Click the Measures button and click Count to add the number of
leads back into the report.
- Other useful measures for pivot view include Days to Assign and Days to Close .
Other useful measures for pivot view include Days to Assign and Days to Close .
In pivot view, the Insert In Spreadsheet button may be greyed out due to the
report containing duplicate group bys . To fix this, replace the Stage grouping in the search bar with another option.
In list view, a win/loss report displays all leads on a single page.
To better organize the list, click the â¬ï¸ (down arrow) next to the search bar, and
add more relevant groupings or re-organize the existing ones. To re-order the nesting, remove
all Group By options and re-add them in the desired order.
To add more columns to the list:
- Click the Filters icon in the top-right of the page.
Click the Filters icon in the top-right of the page.
- Select options from the resulting drop-down menu. Some useful filters include: Campaign : Shows the marketing campaign that originated each lead. Medium : Shows the marketing medium (Banner, Direct, Email, Google Adwords, Phone,
Website, etc.) that originated each lead. Source : Shows the source of each lead (Newsletter, Lead Recall, Search Engine, etc.).
Select options from the resulting drop-down menu. Some useful filters include:
- Campaign : Shows the marketing campaign that originated each lead.
Campaign : Shows the marketing campaign that originated each lead.
- Medium : Shows the marketing medium (Banner, Direct, Email, Google Adwords, Phone,
Website, etc.) that originated each lead.
Medium : Shows the marketing medium (Banner, Direct, Email, Google Adwords, Phone,
Website, etc.) that originated each lead.
- Source : Shows the source of each lead (Newsletter, Lead Recall, Search Engine, etc.).
Source : Shows the source of each lead (Newsletter, Lead Recall, Search Engine, etc.).

## Save and share reports

After creating a report , the search criteria can be saved, so the report
does not need to be created again in the future. Saved searches automatically update their results
every time the report is opened.
Additionally, reports can be shared with others, or added to spreadsheets/dashboards for greater
customization and easier access.
To save a report for later:
- On the Pipeline Analysis page, click the â¬ï¸ (down arrow) icon, next
to the search bar.
On the Pipeline Analysis page, click the â¬ï¸ (down arrow) icon, next
to the search bar.
- In the drop-down menu that appears, under the Favorites heading, click Save current search .
In the drop-down menu that appears, under the Favorites heading, click Save current search .
- In the next drop-down menu that appears, enter a name for the report. Checking the Default filter box sets this report as the default analysis when
the Pipeline Analysis page is accessed. Checking the Shared box makes this report available to other users.
In the next drop-down menu that appears, enter a name for the report.
- Checking the Default filter box sets this report as the default analysis when
the Pipeline Analysis page is accessed.
Checking the Default filter box sets this report as the default analysis when
the Pipeline Analysis page is accessed.
- Checking the Shared box makes this report available to other users.
Checking the Shared box makes this report available to other users.
- Finally, click Save . The report is now saved under the Favorites heading.
Finally, click Save . The report is now saved under the Favorites heading.
Inserting a report into a spreadsheet not only saves a copy of the report, it allows users to
add charts and formulas like in an Excel file.
To save a report as a spreadsheet:
- In Graph or Pivot View : Click the Insert in spreadsheet button. In the pop-up menu that appears, click Confirm .
In Graph or Pivot View :
- Click the Insert in spreadsheet button.
Click the Insert in spreadsheet button.
- In the pop-up menu that appears, click Confirm .
In the pop-up menu that appears, click Confirm .
- In Cohort or List View : Click the âï¸ (gear) icon. In the drop-down menu that appears, hover over Spreadsheet . In the next drop-down menu, click either Insert in spreadsheet or Link in spreadsheet .
In Cohort or List View :
- Click the âï¸ (gear) icon.
Click the âï¸ (gear) icon.
- In the drop-down menu that appears, hover over Spreadsheet .
In the drop-down menu that appears, hover over Spreadsheet .
- In the next drop-down menu, click either Insert in spreadsheet or Link in spreadsheet .
In the next drop-down menu, click either Insert in spreadsheet or Link in spreadsheet .
Saved reports are viewable in the Documents app.
After modifying a spreadsheet and adding additional formulas, consider then adding the
entire spreadsheet to a dashboard. Using this method, the spreadsheet can be added to a
public dashboard instead of only My Dashboard .
- Click File â£ Add to dashboard .
Click File â£ Add to dashboard .
- In the pop-up menu that appears, name the spreadsheet and select a Dashboard
Section to house the report.
In the pop-up menu that appears, name the spreadsheet and select a Dashboard
Section to house the report.
- Click Create .
Adding a report to a dashboard saves it for later and makes it easy to view alongside the rest
of My Dashboard .
To add a report to My dashboard :
- On the Pipeline Analysis page, click the âï¸ (gear) icon.
On the Pipeline Analysis page, click the âï¸ (gear) icon.
- In the drop-down menu that appears, hover over Dashboard .
In the drop-down menu that appears, hover over Dashboard .
- In the Add to my dashboard drop-down menu, enter a name for the report (by
default, it is named Pipeline ).
In the Add to my dashboard drop-down menu, enter a name for the report (by
default, it is named Pipeline ).
- Click Add .
To view a saved report:
- Return to the main apps page, and navigate to Dashboards app â£ My
Dashboard .
Return to the main apps page, and navigate to Dashboards app â£ My
Dashboard .
- Convert leads into opportunities
Convert leads into opportunities
- Create and send quotations
Create and send quotations
- Lost opportunities

Navigate the pipeline analysis page
Search options
Measurement options
View options
Create reports
Win/Loss reports
Save and share reports


Lost opportunities

# Lost opportunities

Not every opportunity results in a successful sale. To keep the pipeline up-to-date, lost opportunities need to be identified. Specifying why an opportunity was lost helps identify recurring
issues, reveal coaching opportunities, and can assist with improving overall sales strategy.
Merging lost opportunities with active ones will pull them back into the
pipeline.

## Mark an opportunity as lost

To mark an opportunity as lost, first open the CRM app , and then select an
opportunity from the pipeline by clicking on its corresponding Kanban card. Doing so reveals that
opportunityâs detail form.
Then, click Lost , located at the top of the opportunityâs detail form.
This opens the Mark Lost pop-up window. From the Lost Reason drop-down menu,
choose an existing lost reason. If no applicable reason is available, then create a new one by
entering it into the Lost Reason field, and then clicking Create .
Additional notes and comments can be added below the lost reason in the designated Closing Note field.
Neither the Lost Reason field, nor the Closing Note field, on the Mark Lost pop-up window are required. However, it is recommended to include this
information for the sake of traceability, accountability, and reporting purposes.
When all the desired information has been entered in the Mark Lost pop-up window, click Mark as Lost .
After clicking Mark as Lost , a red Lost banner is added to the upper-right
corner of the opportunity.
To mark an inactive (archived) opportunity as lost, set the Probability field to 0 percent.
`0`

## Create/edit lost reasons

To create a new lost reason, or edit an existing one, navigate to CRM app â£
Configuration â£ Lost Reasons .
To edit an existing lost reason, click the reason to be edited to highlight it. From here, change
the selected lost reason by editing the Description field.
To create a new lost reason, click New in the upper-left corner of the Lost
Reasons page. Then, type the new lost reason in the Description field.

## View lost opportunities

To retrieve lost opportunities, go CRM app â£ Sales â£ My Pipeline , then click on
the search bar at the top of the page, and then remove all of the default filters.
Open the Filters drop-down menu by clicking the (dropdown) icon to the right of the search bar to open the drop-down menu containing Filters , Group By , and Favorites options, designated into
respective columns.
Select the Lost option from the Filters section. Upon selecting Lost , only the opportunities marked as Lost appear on the Pipeline page.
`Lost`

### Sort opportunities by lost reason

To filter opportunities by a specific lost reason, click the (dropdown) icon to the right of the search bar again to open the drop-down menu. In
addition to the Lost filter, under the Filters column, click Add
Custom Filter , which opens an Add Custom Filter pop-up window.
On the Add Custom Filter pop-up window, click in the first field and type Lost Reason in the search bar, or scroll to search through the list to locate it. Then, click into the next
field, and select = from the drop-down menu. Click into the third field, and then select
a lost reason from the drop-down menu. Finally, click Add .
`LostReason`
To view results for more than one lost reason, select the operator is in in the
second field of the custom filter in the Add Custom Filter pop-up window. Choosing
this operator makes it possible to choose multiple lost reasons in the third field.

## Restore lost opportunities

To restore a lost opportunity, open the CRM app to reveal the Pipeline dashboard. Or, navigate to CRM app â£ Sales â£ My Pipeline . From here, click the (dropdown) icon to the right of the search bar to open the
drop-down menu that contains Filters , Group By , and Favorites columns.
Under the Filters column, select Lost . Doing so reveals all the lost
opportunities on the Pipeline page.
To see all opportunities in the database, remove the default My Pipeline filter from
the search bar.
From the lost opportunityâs detail form, click Restore in the upper-left corner. Doing
so removes the red Lost banner from the opportunity form, signifying the opportunity has
been restored.

### Restore multiple opportunities at once

To restore multiple opportunities at once, open the dashboard mega menu by clicking the (dropdown) icon (to the right of the search bar) and select the
default Lost option located under the left-side Filters column.
Next, select the list view option, represented by the (list) icon in the
upper-right corner. Doing so places all the opportunities from the Pipeline page in a
list view. With the list view chosen, select the checkbox to the left of each opportunity to be
restored.
Once the desired opportunities have been selected, click the Actions drop-down menu at the top of the Pipeline page. From the (Actions) drop-down menu, select Unarchive .
Doing so removes those selected opportunities from the Pipeline page because they no
longer fit the Lost filter criteria. Delete the Lost filter from the search
bar to reveal these newly-restored opportunities.

## Manage lost leads

If Leads are enabled on a database, then they can be marked as lost in the same manner as
opportunities. Leads use the same lost reasons as opportunities.
To enable leads, navigate to CRM app â£ Configuration â£ Settings and check
the Leads checkbox. This adds a new Leads menu to the header menu bar at
the top of the page.

### Mark a lead as lost

To mark a lead as lost, navigate to CRM app â£ Leads , and select a lead from the
list. Doing so reveals that leadâs detail form. Then, click Lost , located at the top of
the leadâs detail form.
This opens the Mark Lost pop-up window. From the Lost Reason drop-down menu,
choose an existing lost reason. If no applicable reason is available, then create a new one by
entering it into the Lost Reason field, and selecting Create .
Additional notes and comments can be added below the lost reason designated in the Closing Note field.
When all the desired information has been entered in the Mark Lost pop-up window, click Mark as Lost .

### Restore lost leads

To restore a lost lead, navigate to CRM app â£ Leads , and then click the (dropdown) icon to the right of the search bar to open the
drop-down menu that contains the Filters , Group By , and Favorites columns.
Under the Filters column, select Lost . Doing so reveals all the lost leads
on the Leads page.
Then, click on the desired lost lead to restore, which opens that leadâs detail form.
From the lost leadâs detail form, click Restore in the upper-left corner. Doing so
removes the red Lost banner from the lead form, signifying the lead has been restored.

### Restore multiple leads at once

To restore multiple leads at once, navigate to CRM app â£ Leads , open the Filters drop-down menu, and select the Lost option. Select the checkbox to
the left of each lead to be restored.
Once the desired leads have been selected, click the (Actions) drop-down
menu at the top of the Leads page. From the (Actions) drop-down menu, select Unarchive .
Doing so removes those selected leads from the Leads page because they no longer fit the Lost filter criteria. Delete the Lost filter from the search bar to reveal
these newly-restored leads.

Mark an opportunity as lost
Create/edit lost reasons
View lost opportunities
Sort opportunities by lost reason
Restore lost opportunities
Restore multiple opportunities at once
Manage lost leads
Mark a lead as lost
Restore lost leads
Restore multiple leads at once


Manage sales teams

# Manage sales teams

The Sales Teams feature within Odooâs CRM app allows for the creation and management of multiple
sales teams, each with their own assignment rules, invoicing targets, and roster of salespeople.

## Create a sales team

To create a new sales team, go to CRM app â£ Configuration â£ Sales Teams , then
click New .
On the blank sales team form, enter a name in the Sales Team field.
Next, select a Team Leader from the drop-down list.
Set an Email Alias to automatically generate a lead/opportunity for this sales team
whenever a message is sent to that unique email address. Choose whether to accept emails from Everyone , Authenticated Partners , Followers Only , or Authenticated Employees .
Select a Company from the drop-down menu to assign this team to.
The Company field is only visible in multi-company databases, and is not required.
If the Sales app is installed on the database, an Invoicing Target field appears on
the sales team form. This is the revenue target for the current month. The amount entered in this
field is used to populate the invoicing progress bar on the sales team dashboard .

### Add sales team members

To add team members, click Add under the Members tab when editing the sales
teamâs configuration page. This opens a Create Sales Team Members pop-up window.
If the Rule-Based Assignment feature has not been enabled on the CRM appâs Settings page, clicking Add under the Members tab opens an Add: Salespersons pop-up window. Tick the checkbox to the far-left of the
salesperson to be added to the team, then click Select .
Select a user from the Salesperson drop-down list to add them to the team. To prevent
this salesperson from being automatically assigned leads, tick the Skip auto assignment checkbox. If this feature is activated, the salesperson can still be assigned leads manually.
The Leads (30 days) field tracks how many leads the salesperson has been assigned in the
past thirty days for this team, and the maximum number of leads they should be assigned. To edit the
maximum number of leads this salesperson can be assigned, enter that amount in the Leads
(30 days) field.
Assignment rules can be configured for individual
salespeople using the Domain section.
Click Save & Close when finished, or Save & New to add additional members.

## Enable multi teams

To allow salespeople to be assigned to more than one sales team, the Multi Teams setting needs to
be enabled. First, navigate to CRM app â£ Configuration â£ Settings . Under the CRM section, tick the checkbox labeled Multi Teams . Then, click Save at the top-left of the page.

## Sales team dashboard

To view the sales team dashboard, go to CRM app â£ Sales â£ Teams . Any team the
user is a member of appears in the dashboard.
Each Kanban card gives an overview of the sales teamâs open opportunities, quotations, sales orders,
and expected revenue, as well as a bar graph of new opportunities per week, and an invoicing
progress bar.
Click the Pipeline button to go directly to that teamâs CRM pipeline.
Click on the (vertical ellipsis) icon in the top-right corner of
the Kanban card to open a drop-down menu. Then, to view or edit the teamâs settings, click Configuration .
- Utilize activities for sales teams
Utilize activities for sales teams
- Assign leads with predictive lead scoring
Assign leads with predictive lead scoring

Create a sales team
Add sales team members
Enable multi teams
Sales team dashboard


Merge similar leads and opportunities

# Merge similar leads and opportunities

Odoo automatically detects similar leads and opportunities within the CRM app. Identifying
these duplicated records allows them to be merged without losing any information in the process.
Not only does this help keep the pipeline organized, but it also prevents customers from being
contacted by more than one salesperson.
When merging opportunities, no information is lost. Data from the other opportunity is logged in
the chatter, and the information fields, for reference.

## Identify similar leads and opportunities

Similar leads and opportunities are identified by comparing the email address and phone number of the associated contact. If a similar lead/opportunity is found, a Similar Leads smart button
appears at the top of the lead (or opportunity) record.

### Comparing similar leads and opportunities

To compare the details of similar leads/opportunities, navigate to CRM app â£
Pipeline or CRM app â£ Leads . Open a lead or opportunity, and click the Similar Leads smart button. Doing so opens a Kanban view that only displays similar
leads/opportunities. Click on a card to view the details for the lead/opportunity, and confirm if
they should be merged.

## Merging similar leads and opportunities

When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
merging the information into the first created lead/opportunity. However, if a lead and an
opportunity are being merged, the resulting record is referred to as an opportunity, regardless
of which record was created first.
After confirming that the leads/opportunities should be merged, return to the Kanban view using the
breadcrumb link, or by clicking the Similar Leads smart button. Click the (list) icon to change to list view.
Check the box on the left of the page for the leads/opportunities to be merged. Then, click the Actions icon at the top of the page, to reveal a drop-down menu. From
that drop-down menu, select the Merge option to merge the selected opportunities or
leads.
When Merge is selected from the Actions drop-down menu, a Merge pop-up modal appears. In that pop-up modal, under the Assign
opportunities to heading, select a Salesperson and Sales Team from the
appropriate drop-down menus.
Below those fields, the leads/opportunities to merge are listed, along with their related
information. To merge those selected leads/opportunities, click Merge .
Merging is an irreversible action. Do not merge leads/opportunities unless absolutely certain
they should be combined.

## When leads/opportunities should not be merged

There may be instances where a similar lead or opportunity is identified, but should not be
merged. These circumstances vary, based on the processes of the sales team and organization. Some
potential scenarios are listed below.

### Lost leads

If a lead/opportunity has been marked as lost , it can still be merged
with an active lead or opportunity. The resulting lead/opportunity is marked active, and added to
the pipeline.

### Different contact within an organization

Leads/opportunities from the same organization, but with different points of contact, may not have
the same needs. In this case, it is beneficial to not merge these records, though assigning the
same salesperson, or sales team, can prevent duplicated work and miscommunication.

### Existing duplicates with more than one salesperson

If more than one lead/opportunity exists in the database, there may be multiple salespeople assigned
to them, who are actively working on them independently. While these leads/opportunities may need
to be managed separately, it is recommended that any affected salespeople be tagged in an internal
note for visibility.

### Contact information is similar but not exact

Similar leads and opportunities are identified by comparing the email addresses and phone numbers of
the associated contacts. However, if the email address is similar , but not exact , they may need
to remain independent.
Three different leads were added to the pipeline and assigned to different salespeople. They
were identified as Similar Leads due to the email addresses of the contacts.
Two of the leads appear to come from the same individual, Robin , and have identical email
addresses. These leads should be merged.
`Robin`
The third lead has the same email domain, but the address is different, as is the contact name.
While this lead is most likely from the same organization, it is from a different contact, and
should not be merged.