Odoo 14 book

Odoo CRM workflow

The Odoo CRM is an advanced client relation management aspect of the platform which allows users to turn leads i.e. potential customers into loyal ones by conducting various activities with them and doing business. The module functions on the operations of a business in accompaniment based on sales, quotations, invoicing, payment and many more.

The Odoo CRM operations in Odoo is based on the operating principles of a pipeline operation where the data is marked on the various status of the operation it has been presented upon. Each data is marked upon the various status in which a contact or a business opportunity has been present. The status could be made and customized based on the prospects of the user.

• The default operation describes the new ones as leads or new which can have potential business opportunities.
• When an opportunity is available a quotation is sent on the acceptance which is turned into qualified ones after analyzing its potentials and finally a business opportunity is won.
• Where the quotation is changed to sales order and the products invoiced and finally the payment is done.