Odoo 15 CRM Module
Odoo 15 CRM Module Pipeline
NEW, QUOTATION, QUALIFIED, PROPOSITION, and WON are the various stages.
The commencement of the Business opportunity is defined by new stages.
The cost estimation necessary for the opportunity is described in the Quotation step.
The following step determines if the project is qualified to begin, and the Preposition stage establishes the probability % and related status.
The WON is the final stage. It will demonstrate the project's implementation results.
Furthermore, a customer can appoint his or her team members to carry out the various stages, which involve taking notes on the business and scheduling tasks such as calls, meetings, follow-up, demos, and so on to the given team member with dates. The team member can establish categories and priorities based on the business, and then use the CRM filtering tool to sort out the required dates.
Odoo 15 CRM Module provides rigorous strategic planning, clear performance measures, and a coordinated program that changes when new technology is implemented. This guarantees that all input data and expected consequences of the business opportunity are covered.