Differences

This shows you the differences between two versions of the page.

--- odoo:start [2016/08/02 15:55]
soda [Postgres]
+++ odoo:start [2018/10/03 19:03] (current)
soda
@@ Line 69: / Line 69: @@
 ## Settings
+# Sales terminology
+## Lead
+A sales lead is a set of contact information for a person or business, which could somehow facilitate a future sale. Typically a lead will be a single person at a business who is looking to purchase a service or product you offer.
+A lead may or may not be the person or entity who will eventually make the purchase, they may be an adviser, a friend, or a person without decision making power.  The one consistent attribute of every sales lead, is that it is somehow related to a potential sale.
+You will commonly find a lead referred to as an “unqualified” sales opportunity.  To understand this, look at your sales process as a series of steps to qualify and close a deal.  Each business will have different qualifications which indicate how likely a person is to make a purchase, or how well of a fit your products/services match the customer’s needs.
+## Opportunity
+Simply put, a sales opportunity is a qualified sales lead.  This means an opportunity is also an object which represents a potential deal, but this specific deal has met certain criteria which indicate a high value to the business, or a high probability of closing.
+This is where the differences between sales processes emerge.  Since every business has a different set of criteria which determine how qualified a lead is, each business will consider a lead qualified at a different stage. There are many different pieces of information that can be used to qualify a lead.