Convert leads into opportunities

The system can generate leads instead of opportunities, in order to add a qualification step before converting a Lead into an Opportunity and assigning to the right sales people. You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form.

Configuration

For this feature to work, go to CRM ‣ Configuration ‣ Settings and activate the Leads feature.

You will now have a new submenu Leads under Leads where they will aggregate.

Convert a lead into an opportunity

When you click on a Lead you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer.

If you already have an opportunity with that customer Kiu BMP will automatically offer you to merge with that opportunity. In the same manner, Kiu BMP will automatically offer you to link to an existing customer if that customer already exists.