Odoo CRM General Workflow
Odoo community edition provides you the eminent features of simplicity, user-friendliness, and effectiveness. A CRM module is designed and managed to follow a series of events that starts with creating or identifying leads, which means a “future sale”.
After identifying leads the following stages of operations follows.
Opportunity, Quotation, Sales Order, Invoice generation and payment.
Let Us List Out These Stages:
Lead
Lead may be an individual or organization with an interest in your product or service. It is a genuine inquiry and these genuine inquiries will turn into future sales. Lead generation is possible in different ways.
We can generate leads through:
• Blog posts
• Contact forms
• Link tracking
• Calling
• Mass mailing
• SMS
• Live chat
• Events
• Campaigns
Opportunity
Let us define opportunity in simple words as it is a ‘more possible lead’. Here onwards the organization will appoint or assign an individual to follow-up with the client.
Pipeline.
The pipeline is an effective channel provided by Odoo to follow opportunities. It is used to measure the progress of a long-term goal. In the pipeline, we can make a series of different stages for tracking a chance.
Quotation
A quotation is a very important step that to be taken care of before/after successful qualifying leads into an opportunity. We can make a quotation and send it to the customer. Quotation includes information about the product or service. Through this, a customer can make a decision.
Once the quotation is confirmed by the customer, it will be converted to a sale order and the delivery order is created based on the sale order.