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.