What is a lead and a deal?

A lead is a potential customer who has shown initial interest in your products or services (e.g., submitted a website form) but is not yet ready to make a purchase. A deal/opportunity is the actual sales process opened for a qualified lead. In a CRM system, it works such that leads are converted into deals: when the manager confirms the customer's potential and begins active work on the sale — the lead moves to the deal stage.

This approach clearly separates unprocessed contacts from current negotiations, focusing the team's efforts on the most promising directions. In the Odoo CRM system, the process of converting a lead into a deal is highly automated. You can set up rules for automatic lead qualification, and as soon as a contact meets the set criteria (e.g., specified a budget or timeline), the system itself suggests creating a deal. All lead data — communication history, uploaded documents — is automatically transferred to the deal card, allowing the manager to immediately start effective negotiations without loss of information.

Want to build a transparent and effective deal management process in your company from first contact to closed sale? Contact OS-MENA for Odoo CRM implementation—we will set up a sales funnel that will help your team in the MENA region work with leads and deals most productively.