Starting with Odoo CRM

 
 

Introduction

 
 
 
 
 
CRM is one of the most important application for a business and typically one of the first which is deployed once your sales and sales teams are ramping up and you need to professionalise the sales follow-up 
 
A CRM application allows you to: 
 
  • Track all leads coming from prospection, website contact forms or any other source and push them to real opportunities;
  • Gather relevant customer data (address, email, preferences, etc.) to organize the company address book; 
  • Improve the productivity of the sales force by helping them to be better organized;
  • Access all documents and messages related to a lead/opportunity in one place; 
  • Track the sales pipeline by month and stage to produce accurate sales forecasts at the individual and group levels;
  • Track individual performance of sales people and marketing activities.
 
 

Start with Odoo CRM

 
 

Install the App

  •  

  • Check if you have the CRM application already installed. If not, you will have to install it. This will require a login which has administrative rights. You can check if you have it by clicking on the apps tab.
 
 
 
 
 
If you see "installed" next to the CRM app, you are fine. If you see "install", you will need to click it to install the module.