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Diagram Alur Lead β†’ Opportunity β†’ Won/Lost

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πŸ“₯ Lead (Prospek Awal)
   - Sumber: Campaign, Website, Pameran, Input Manual
   - Contoh: Andi Setiawan (Procurement) isi form demo
        β”‚
        β–Ό
πŸ”„ Convert to Opportunity
   - Lead dipilih sebagai prospek potensial
   - Data kontak otomatis terhubung dari Contacts
   - Opportunity dibuat: "Implementasi Odoo ERP – PT Sinar Jaya Abadi"
        β”‚
        β–Ό
πŸ“ˆ Opportunity Stages
   🟩 Qualified β†’ Prospek layak, ada minat
   🟨 Proposal Sent β†’ Quotation sudah dikirim
   πŸŸ₯ Negotiation β†’ Diskusi harga & syarat
        β”‚
        β–Ό
🏁 Closing
   πŸ† Won β†’ Deal berhasil
       β†’ Trigger Sales Order β†’ Invoice β†’ Payment
   ❌ Lost β†’ Deal gagal
       β†’ Catat alasan (Competitor, Budget, dll.)

🎯 Makna Diagram

  • Lead = pintu masuk awal.

  • Opportunity = deal potensial yang sudah lebih jelas.

  • Stages = langkah-langkah menuju hasil.

  • Won/Lost = outcome akhir β†’ sama-sama penting (untuk revenue & evaluasi).

πŸ“Œ Dengan alur ini, kita bisa lihat flow penjualan Odoo CRM secara ringkas tapi lengkap.

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