Leads vs Opportunities
Overview
Odoo distinguishes between leads and opportunities, a separation that supports better qualification and forecasting.
Purpose & Use Case
- Leads represent unqualified inquiries
- Opportunities represent qualified sales pursuits
How It Works in Odoo
Leads can be manually or automatically converted into opportunities once qualification criteria are met.
Configuration Notes
- Some organizations disable leads entirely
- Qualification criteria should be clearly defined
Common Issues
- Treating all inquiries as opportunities
- Inflated pipeline forecasts
Limitations
Odoo does not enforce qualification rules by default.
When to Consider Professional Assistance
Automated qualification and validation typically require professional setup.
<p>Related: <a href="/forum/community-help-3/community-help-154">Community Help</a>, <a href="/forum/community-help-3/community-help-publishing-contribution-rules-155">Community Help – Publishing & Contribution Rules</a>.</p>