# Convert leads into opportunities

> Leads act as qualifying steps before an opportunity is created. This provides additional time before a potential opportunity is assigned to a sales person.

Fonte: https://docs.kmee.com.br/en/odoo/modules/crm/converter-leads-em-oportunidades/

*Leads* act as qualifying steps before an opportunity is created. This provides additional time before a potential opportunity is assigned to a sales person.

## Configuration

To activate the *Leads* setting, navigate to **CRM app -> Configuration -> Settings** and check the box labeled, **Leads**. Then, click **Save**.

![Leads setting on CRM configuration page.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/crm/acquire_leads/convert/convert-leads-leads-setting.png)

Activating this feature adds a new menu, **Leads**, to the header menu bar at the top of the screen.

![Leads menu on CRM application.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/crm/acquire_leads/convert/convert-leads-leads-menu.png)

Once the *Leads* setting has been activated, it applies to all sales teams by default. To turn off leads for a specific team, navigate to **CRM app -> Configuration -> Sales Teams**. Then, select a team from the list to open the record, and uncheck the **Leads** box. Once done, click **Save**.

![Leads menu on CRM application.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/crm/acquire_leads/convert/convert-leads-leads-button.png)

## Convert a lead into an opportunity

To convert a lead into an *opportunity*, navigate to **CRM -> Leads**, and click on a **Lead** from the list to open it.

In the upper-left corner of the screen, click the **Convert to Opportunity** button, which opens a **Convert to opportunity** pop-up window.

![Create opportunity button on a lead record.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/crm/acquire_leads/convert/convert-leads-convert-opp-button.png)

On the **Convert to opportunity** pop-up window, in the **Conversion action** field, select the **Convert to opportunity** option.

Note

If a lead, or an opportunity, already exists in the database for this customer, Odoo automatically suggests merging both leads/opportunities. For more information on merging leads and opportunities, see the section on how to [merge leads](https://docs.kmee.com.br/en/odoo/enterprise/modules/crm/converter-leads-em-oportunidades/#sales-crm-acquire-leads-merge-leads) below.

Then, select a **Salesperson** and a **Sales Team** to which the opportunity should be assigned.

If the lead has already been assigned to a salesperson or a team, these fields automatically populate with that information.

![Create opportunity pop-up.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/crm/acquire_leads/convert/convert-leads-conversion-action.png)

Under the **Customer** heading, choose from the following options:

- **Create a new customer**: Choose this option to use the information in the lead to create a new customer.
- **Link to an existing customer**: Choose this option, then select a customer from the resulting drop-down menu, to link this opportunity to the existing customer record.
- **Do not link to a customer**: Choose this option to convert the lead, but not link it to a new or existing customer.

Lastly, when all configurations are complete, click **Create Opportunity**.

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## Merge leads and opportunities

Odoo automatically detects similar leads and opportunities by comparing the email addresses of the associated contacts. If a similar lead/opportunity is found, a **Similar Lead** smart button appears at the top of the lead/opportunity record.

![Similar leads smart button.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/crm/acquire_leads/convert/convert-leads-similar-leads.png)

To compare the details of the similar leads/opportunities, click the **Similar Leads** button. This opens a kanban view with only the similar leads/opportunities. Click into each card to view the details for each lead/opportunity, and confirm if they should be merged.

Important

When merging, Odoo gives priority to whichever lead/opportunity was created in the system first, merging the information into the first created lead/opportunity. However, if a lead and an opportunity are being merged, the resulting record is referred to as an opportunity, regardless of which record was created first.

After confirming that the leads/opportunities should be merged, return to the kanban view using breadcrumbs, or by clicking the **Similar Lead** smart button. Click the **☰ (three vertical lines)** icon to change to list view.

Check the box on the left of the page for the leads/opportunities to be merged. Then, click the **Action ⚙️ (gear)** icon at the top of the page, to reveal a drop-down menu. From that drop-down menu, select the **Merge** option to merge the selected opportunities (or leads).

When **Merge** is selected from the **Action ⚙️ (gear)** drop-down menu, a **Merge** pop-up window appears. In that pop-up window, decide to **Assign opportunities to** a **Salesperson** and/or **Sales Team**.

Below those fields, the leads/opportunities to merge are listed, along with their related information. To merge those selected leads/opportunities, click **Merge**.

Note

When merging opportunities, no information is lost. Data from the other opportunity is logged in the chatter, and the information fields, for reference.

![Merge option from action menu in list view.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/crm/acquire_leads/convert/convert-leads-merge.png)