{"id":1918,"date":"2014-04-21T10:00:15","date_gmt":"2014-04-21T10:00:15","guid":{"rendered":"http:\/\/www.knowledgement.ie\/?p=1918"},"modified":"2014-04-21T10:00:15","modified_gmt":"2014-04-21T10:00:15","slug":"howleadsdifferentfromopportunityinvtiger","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_us\/howleadsdifferentfromopportunityinvtiger\/","title":{"rendered":"How leads are different from opportunity in vTiger?"},"content":{"rendered":"<p><strong>LEAD<\/strong> Lead module lies second from left to right of vTiger CRM next to organisation module. Leads are collected from marketing events such as advertisement, trade show, conference etc. Lead is a hope who may or may not be interested in your product\/service. The aim of a salesperson is to convert a lead into a customer. A lead may be imported,created,exported, deleted at any point of time and even converted to :<\/p>\n<ul>\n<li>contact<\/li>\n<li>opportunity<\/li>\n<li>organisation&#8230;&#8230;&#8230;..by the salesperson\/user<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/leads.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/leads-300x239.png\" alt=\"leads\" width=\"400\" height=\"400\" \/><\/a><\/p>\n<p>Lets proceed to opportunity&#8230;&#8230;&#8230;. <strong>OPPORTUNITY<\/strong><i><\/i> Opportunity <span style=\"line-height: 1.5em;\">module<\/span> <span style=\"line-height: 1.5em;\">lies to the<\/span> <span style=\"line-height: 1.5em;\"> left of products module on the homepage of <\/span><span style=\"line-height: 1.5em;\">vTiger CRM<\/span><span style=\"line-height: 1.5em;\">. Opportunities<\/span><span style=\"line-height: 1.5em;\"> provide the strategy to follow probable customers who are likely to finish the sale <\/span><span style=\"line-height: 1.5em;\">successfully<\/span><span style=\"line-height: 1.5em;\">. It helps you track the potential of prospects through the sales cycle. Similar to leads an opportunity may be created, imported ,exported but not converted rather :<\/span><\/p>\n<ul>\n<li>quotes<\/li>\n<li>purchase order<\/li>\n<li>sales order<\/li>\n<li>invoice<\/li>\n<\/ul>\n<p>may be generated for it&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/opportunity.jpg\"><img decoding=\"async\" class=\" wp-image-1925 aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/opportunity-300x239.jpg\" alt=\"opportunity\" width=\"400\" height=\"400\" \/><\/a><\/p>\n<p>Now, a question may arise which is as :&#8221; <b>how and when to convert a lead into an opportunity ?&#8221; <\/b> The solution to this question goes as follows&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<\/p>\n<p align=\"center\"><em><b><span style=\"text-decoration: underline;\">WHEN TO CONVERT A LEAD TO AN OPPORTUNITY<\/span><\/b><\/em><\/p>\n<p>Once a Lead is qualified and determined to be a possible sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created all together to store the personal information and company information. Steps to convert a Lead<\/p>\n<ol start=\"1\">\n<li>Click on the Lead record you intend to convert.<\/li>\n<li>In the detail view, Click <b>Convert Lead<\/b> Button.<\/li>\n<\/ol>\n<p style=\"text-align: center;\"><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/lead1.jpg\"><img decoding=\"async\" class=\" wp-image-1927 aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/lead1-288x300.jpg\" alt=\"lead1\" width=\"400\" height=\"400\" \/><\/a><\/p>\n<ol start=\"3\">\n<li>In the convert Lead pop-up, you can change the existing values and transfer related records.<\/li>\n<\/ol>\n<p style=\"text-align: center;\"><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/lead21.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-1929 aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/lead21-294x300.jpg\" alt=\"lead2\" width=\"400\" height=\"400\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"4\">\n<li>If there is a chance of immediate sale, un-check Opportunity check-box.<\/li>\n<\/ol>\n<p style=\"text-align: center;\"><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/opp.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-1930 aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/opp-300x292.jpg\" alt=\"opp\" width=\"400\" height=\"400\" \/><\/a><\/p>\n<ol start=\"5\">\n<li>Click Save .<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/opp1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1931 aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/04\/opp1-300x292.jpg\" alt=\"opp1\" width=\"400\" height=\"400\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>LEAD Lead module lies second from left to right of vTiger CRM next to organisation module. Leads are collected from&#8230;<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[40],"class_list":["post-1918","post","type-post","status-publish","hentry","category-article","tag-finance"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How leads are different from opportunity in vTiger? -<\/title>\n<meta name=\"description\" content=\"LEAD Lead module lies second from left to right of vTiger CRM next to organisation module.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/targetintegration.com\/en_us\/howleadsdifferentfromopportunityinvtiger\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How leads are different from opportunity in vTiger? 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