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foreign [Music] to an opportunity so in CRM opportunity management is like a key to success we can create an opportunity once we start a sale deal discussion with a customer the stage changes when our discussion progresses and we can say we have won the opportunity when the customer engages in a deal with our firm now let's see how we'll convert a lead to an opportunity for that let's open the CRM module now inside the CRM module you have the configuration settings go to the configuration settings and here you can see leads the thing is that you have to enable it saving it okay so when you enable it a menu will come which is the leads here you can see leads so from there you can directly access the existing lead so if you want to create a lead you can do that from here as well so I'm clicking the leads menu here now here you can see all the leads okay if you want you can click on generate leads you can also create it from here So currently let's open any of these leads so furniture for new location I'm opening that lead so here we have a lead now if you see you can see this is the name of the lead and here you have the probability okay so it's given as 20 if you want you can change it and then we have the company name address the website language sales person if there's no sales person you can assign one you can also design a sales team and here you can see our property from this button you can just click and add a new field if you want so I'm not doing anything okay and here you have the contact name email job position of that particular contact name their phone number Mobile and here we have the priority we can say priority for this particular lead okay now I'm clicking on the convert to opportunity so while clicking on that a wizard pops ups and here they ask for conversion action we have two types of action which is convert to opportunity or merge with existing opportunity you can choose from either one of them so if I just click on this merge conversion means it will automatically convert directly to an opportunity merge with an existing opportunity means it will be merged with an existing lead so here you can see the lead now if I click on add a line you can choose one lead from here so this is furniture for new location we'll choose office design select okay so office design is selected here and just click on the create opportunity okay so you can see furniture for new location and inside that you cannot see office design project right now let's just go back and here we have my pipeline open that here you can see the office design project right just click on that so this is what you have created right now right so here you can see merge the lead opportunity Furnitures for new location into this one okay so you can see this is how you merge an opportunity or a lead with an existing lead okay and then convert it to an opportunity now from here if you want to convert it to a new quotation or a new rental you can do that just click on new quotation and then you can create a quotation on this so we'll talk about that later we have one more type which is to create the direct opportunity for that I'm going to the leads and from here I'm choosing the furniture and all has gone from here so I'll choose office chairs okay here you can see the probability percentage okay and you have the company name address website and all and here you have the internal notes if you have any internal nodes you can give that I'm giving details on chair okay now another extra info you have the marketing details as well as the analysis that is the assignment date and close date can be given here so it will get automatically assigned actually and here we have the company you can choose a company from here okay and from here you have the medium source and referred by that can be given here here we have the assign part now okay and once you click on convert to opportunity that wizard comes again and here we are giving convert to opportunity itself here we have the option to assign the sales person and sales team and here you can see customer like create a new customer link to an existing customer or do not link to a customer so if you want you can create a new customer okay create a new customer on this name and if you want you can also link this to an existing customer and if you want to not link to a customer so I'll show you how to link this to a customer so I've clicked link to a customer and here I'm choosing is your interior okay so office chairs is the lead and I'm converting that to opportunity I'm linking that to an existing customer and the customer is azure interior now I'm creating the opportunity okay let's go to sales open my pipeline so here we have office chairs and here you can see the customer name which is azure interior okay so this has been linked to an existing custom see so this is how you link this to a customer while converting directly to a opportunity okay now this is an opportunity let's see what all actions we can perform on an opportunity okay so here we have the internal nodes which we have given while converting and here we have the extra information section here we have the company details the contact details that is the details of the customer to whom we have linked it okay and here we have the marketing details and the tracking details and here we have the assigned Partners if any they'll be shown here you have the priority assigned to this particular lead so you have three stars one is very high high and medium okay now if you just want to convert this to a quotation now this is in the qualified State okay you can just change the state by you know dragging and dropping you all know that okay so if you just open the office chairs there you can see the stage has changed to proposition okay now similar leads rentals quotation meetings and all can be seen there are two similar leads to this opportunity now if you create any quotation you'll see there also so I'm creating a new quotation Okay so there's a credit limit okay so I'll do one thing we'll open some other leads I mean opportunity so I'm opening it new quotation so that this is not actually linked to a customer so I'm linking to an existing customer or we'll create a new customer and confirm so here we have the customer this is the quotation form right here you can add the product I'm adding acoustic block screens so the quantity also can be set from here okay now I'm confirming it to a sale order that's a sale order okay and you can create the invoice do the payment and all that's the normal steps offer to sale order like uh of creating a sale order confirming it creating the invoice doing the payment confirming the delivery and all so here we have one last enrich and all so what is one when it's in the one state you can just mark it and that ribbon comes here okay now if it's lost just click on Lost so this will be marked as lost so before that you have to specify a reason it can be too expensive people don't have skills and not enough stock and all we'll give something and submit only then it will be marked as lost okay you have to specify a lost reason also now if you want to see the one and last things you just go here click on the filter you have lost you can see the last opportunities and if you want to see the one opportunities click on one here okay so this is how you create a lead create an opportunity through converting a lead and you have seen how to merge with a new customer how to link with an existing opportunity and all so that's all for today's video I hope it was helpful thank you [Music]