How to Convert Tickets Into Sales Opportunity in Odoo 18

Discover how Odoo 18 empowers businesses to seamlessly transform customer support tickets into potential sales opportunities. By linking the Helpdesk and CRM modules, you can track customer needs, nurture leads, and convert queries into revenue-generating deals. This feature ensures no customer interaction is wasted, turning service requests into actionable business growth.

1. How to convert Tickets into Sales Opportunities in Odoo 18 Enterprise

2. Enterprise Bridges Support and Sales : Many support tickets are actually sales inquiries in disguise (e.g., pricing, product comparisons). Streamlines Workflow : Avoids manual duplication—no need to re-enter customer details or issue context in the CRM. Better Customer Experience : Customers get timely follow-ups from the right team—whether it's support or sales. Sales Lead Generation : Turning relevant tickets into CRM opportunities helps generate qualified leads directly from Helpdesk. Introduction

3. Enterprise Navigate to the Helpdesk app from the Odoo 18 dashboard. Click Tickets → All Tickets . Access the Helpdesk Module

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5. Enterprise Click Create . Fill in ticket details: Title: "My device runs out of storage too quickly." Helpdesk Team: Assign to a support group Assignee: Choose a team member (e.g., Michelle Admin) Create a New Ticket

6. Enterprise Tags: Add searchable keywords Customer: Select (e.g., Deco Addict) Contact Info: Auto-filled from customer record Priority: Mark urgency using stars Click Save .

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8. Enterprise Return to Kanban view , locate your ticket. We can see our newly created ticket in the kanban view of the tickets. Open it for review. It will give the corresponding form view with filled details. Review the Ticket

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10. Enterprise If yes → qualifies as a pre-sales inquiry . Time to convert it to a lead in CRM. Is This a Sales Opportunity?

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12. Enterprise Click the “Convert to Opportunity” button. In the wizard: Customer: Linked automatically if already selected Sales Team: Choose the relevant team (e.g., Pre-Sales) Assigned To: Choose a salesperson (e.g., John Doe) Convert to Opportunity

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14. Enterprise Customer Linking Options Create a new customer Link to an existing customer (selected here: Azure Interior). DO not link to a customer This ensures the opportunity is properly associated with the right customer for CRM follow-up. We can also assign the opportunity to a specific Sales Team. It Helps in routing leads to the most relevant team Explanation

15. Enterprise At the bottom, the highlighted button “Convert to Opportunity” finalizes the process. Upon clicking, the ticket is transformed into a CRM opportunity It will be redirected to the form view of the opportunity . Explanation

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17. Enterprise You’ll be redirected to the CRM Pipeline. Find your newly created opportunity with: Linked Customer Expected Revenue Probability Closing Date View in CRM

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20. Enterprise Converting helpdesk tickets into sales opportunities in Odoo 18 ensures a seamless transition from customer support to sales, enabling businesses to capture potential leads directly from service interactions, improve customer experience, and maximize revenue opportunities without data duplication. Conclusion

21. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com