CRM Mark as Lost + Create contact, Archive Won
Extra Choice/ 1: "Create contact and archive lead" to close the lead; 2: predefined lists of question; 3. archive an opportunity
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo limits the possibility for leads & opportunities management.
1/ Odoo proposes to close a lead or to convert in opportunity with option to create a new customer or not. But Odoo does not proposes to mark a lead as lost AND create a new customer.
2/ In Odoo Standard, the opportunity is an open object without any easy way to pre-defined the sales speech of your sales team.
CLUEDOO BEHAVIOR
1/ Cluedoo add the option Mark Lost & Create contact on lead.
2/ When you contact a prospect, you need to ask a list of questions to better understand customer needs and so qualify opportunities.
Pre-defined questions on opportunities help your salesteam to keep in mind all the key questions, select pre-defined answers and record notes and specific answers.
MODULE +
1/ Extra option in order to manage lead which are in fact a prospect without current opportunity. It gives possibility to proactively manage your book of prospects independently from your books of opportunities.
2/ Easy to configure and so to support salesteam by providing key questions and expected answers. A good support for sales teams.
BUSINESS CASE
After a meeting on a fair trade, you contact a prospect. His current project is stopped but he's interested in keeping in touch for future opportunities. So, this lead is Mark as lost, because the lead is lost, BUT Create Contact, because you want to keep it in your database, with the history of the communication on the first lead, possibility to launch newsletter,...
CLUEDOO RECOMMENDATION
OUR FEATURES AS SOLUTION
Archive Lead and Create Contact
Pre-defined Question List in Opportunity
HOW TO USE THIS MODULE?
Mark as Lost and Create Contact
1
On CRM → Pipeline. When you click Mark As Lost on opportunity, you have the option to create contact, link or do not link it to a customer
Question List for Leads
1
On CRM → Configuration, we have Question / Answer menu
2
On CRM question form view, we can set also the answer.
3
On leads / opportunity form view, Internal Notes tab, we can put the question, answer, and write custom answer
