CRM

CRM

Discover how to create leads, opportunities and maximize conversions with Odoo CRM

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Last Update	07/05/2025
Completion Time	1 hour 14 minutes
Members	56

- Leads and opportunities
  
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- Make calls directly with Odoo to manage your leads and opportunities: VoIP (V18)
  
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- Opportunity pipeline
  
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- Sales teams
  
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- Automate sending emails when a lead is created via form
  
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- Enrichment of the Leads
  
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- Predictive Lead Scoring
  
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- Create recurring activities in your CRM V17
  
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- Automatic assignment of leads entering the CRM (V17)
  
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- Automatic tag assignment on CRM leads (V17)
  
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- Set goals for your salespeople (V17)
  
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- Calculate my sellers' conversion rates using spreadsheets (V17)
  
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- Manage your partners' commission plans
  
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- Leadonsurvey: Create a lead when submitting a survey
  
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- New CRM V18: update on expected recipes
  
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- Creating a business after creating a runway as an opportunity
  
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- Automatic sending of emails from the CRM
  
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- Export time spent step by step in CRM
  
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