Leads vs Opportunities

Overview

Odoo distinguishes between leads and opportunities, a concept that is often misunderstood.

Purpose

• Leads represent unqualified prospects
• Opportunities represent qualified sales pursuits

Configuration Notes

• Lead qualification can be manual or automated
• Some organizations skip leads entirely

Common Issues

• Treating all inquiries as opportunities
• Inflated pipeline forecasts

Limitations

Odoo does not enforce qualification criteria by default.

Professional Assistance

BUSATX can implement qualification rules and automation.