合并类似客户和机会¶

Odoo automatically detects similar leads and opportunities within the CRM app. These identified duplicate records can be merged, without losing any information in the process. Doing so keep the pipeline organized, and prevents customers from being contacted by more than one salesperson.

识别类似的销售线索和机会¶

Similar leads and opportunities are identified by comparing the email address and phone number of the associated contact. If a similar lead/opportunity is found, a Similar Leads smart button appears at the top of the lead (or opportunity) record.

Compare similar leads and opportunities¶

To compare the details of similar leads/opportunities, navigate to CRM app ‣ Sales ‣ My Pipeline, or CRM app ‣ Leads. Open a lead or opportunity, and click the Similar Leads smart button. Doing so opens an Opportunities page, in Kanban view, that only displays similar leads/opportunities. Click on a card to view the details for the lead/opportunity, and confirm if they should be merged.

合并类似客户和机会¶

After confirming the leads/opportunities should be merged, return to the Opportunities page, in Kanban view, using the breadcrumb link, or by clicking the Similar Leads smart button on the opportunity form. Click the (list) icon to change to list view.

Tick the checkbox on the left of the page for the leads/opportunities to be merged. Then, click the Action 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 drop-down menu, a Merge pop-up modal appears. In that pop-up modal, under the Assign opportunities to section, optionally select a Salesperson and Sales Team from the appropriate drop-down menus.

Below those fields, the leads/opportunities to merge are listed, along with their related information. To add more, click Add a line, tick the checkbox next to the desired leads/opportunities from the resulting Add: Leads/Opportunities』 pop-up modal, then click the :guilabel:`Select button. The additional selections now appear in the list. To merge those selected leads/opportunities, click Merge.

The pop-up window disappears, and the detail card for the merged opportunity/lead appears.

When leads/opportunities should not be merged¶

There may be instances where a similar lead or opportunity is identified, but should not be merged. These circumstances vary, based on the processes of the sales team and organization. Some potential scenarios are listed below.

Lost leads¶

If a lead/opportunity has been marked as lost, it can still be merged with an active lead or opportunity. The resulting lead/opportunity is marked active, and added to the pipeline.

Different contact within an organization¶

Leads/opportunities from the same organization, but with different points of contact, may not have the same needs. In this case, it is beneficial to not merge these records, though assigning the same salesperson, or sales team, can prevent duplicated work and miscommunication.

Duplicates with more than one salesperson¶

如果数据库中存在一个以上的潜在客户/商机，则可能有多个销售人员被分配到这些潜在客户/商机中，而这些销售人员正在独立积极地处理这些潜在客户/商机。虽然这些潜在客户/商机可能需要单独管理，但建议在内部备注中标记任何受影响的销售人员，以便查看。

Contact information is similar, but not identical¶

Similar leads and opportunities are identified by comparing the email addresses and phone numbers of the associated contacts. However, if the email address is similar, but not identical, they may need to remain independent.

Example

Three different leads were added to the pipeline, and assigned to different salespeople. They were identified as Similar Leads, due to the email addresses of the contacts.

其中两条销售线索似乎来自同一个人 “Robin”，而且电子邮件地址完全相同。这些销售线索应该合并。

第三条销售线索的电子邮件域名相同，但地址不同，联系人姓名也不同。虽然这条销售线索很可能来自同一组织，但属于不同的联系人，**不应**合并。