CRM In Odoo

Odoo CRM

CRM, the customer relationship management in Odoo allows you to manage the complete customer leads and opportunities. It includes overview the ongoing processes, upcoming activities and also the previous month performance. Also, track all the leads from different resources and convert them into opportunities.

In Order to use all these functionalities we have to install the CRM module from the apps.

If we need pre qualification stage in our Odoo CRM, we have to enable the Leads in the settings,

Firstly, go to CRM>Configuration>Settings:

Then go to CRM>Pipeline>Leads: then create the leads

After saving the lead we can convert that into opportunity when we feel that lead is an opportunity. During the opportunity, we can create new quotation:

Creating a quotation from the opportunity:

Or we can create quotation directly from separate menu:

SCHEDULE ACTIVITY IN  CRM:

 Activities can be scheduled from the kanban views in the pipeline:

Here we can select the activity types and assign this activity to a user and also add some message:

In addition, if we want to schedule a meeting then select the activity type as Meeting:

After this, we will get a calendar view and there we can set the exact timing of the meeting:

SET YOUR ACTIVITY TYPE:

In default, Odoo has many generic activity types. But we can also create new types. Go to CRM>Configuration>Activity Types:

 

PIPELINE ANALYSIS:

For managing the pipeline analysis go to,

CRM>Reporting>Pipeline: We can do the analysis mainly in two types

• Graphical Type
• Pivot Type

In Graphical Type, we have three different views and they are

1. Bar Chart
2. Line Chart
3. Pie Chart

We also have different views in Pivot Type  and they are:

1. Flip Axis
2. Expand All

 

Tags in CRM:

Certainly, tags are very helpful tool to manage our organization. Some of the uses of tags are here:

• By using Tags we can easily categorize the Leads.
• Reasons for opportunity loss can be found by using tags.
• Tags may be helpful in generating statistics.
• For mailing, campaign Tags can be used.
• Tags can be assigned to users who do a specific task.

Thus, the tags can be viewed and created in,

CRM>Configuration>Leads and Opportunity>Leads tags:

OPT-OUT PARTNERS FROM MARKETING CAMPAIGNS

In addition, we can select customers, leads or opportunities from Odoo CRM as the recipients of the campaigns. It is possible to manage this campaigns in the Email Marketing module.

Here we can also opt-out the partners from the campaigns while creating the leads. While creating leads we can see this option in the Extra Info section. We can opt-out the customer from a selected campaign in the tracking section.

If you are in a search of cost effective open source crm, We helps you to implement the Odoo CRM system and makes your job easy to manage your customers and make your customers happy. As a top odoo erp partner we can help to solve various modules of odoo & here we hope you understood how CRM work with odoo.