Odoo CRM is the Customer Relationship Management module within the Odoo platform. Odoo CRM includes lead management, sales automation, marketing campaign management, and business reporting features. Odoo CRM simply tracks the workflow from the starting to the end in a sale. Lead management is the process of tracking and managing prospective customers.

1. CRM Manage
Leads & Opportunities
ODOO’S CRM

2. Presented By
Ahmed Abd Alkarim
Odoo Consultant

3. Introduction
Lead management is the process of tracking and managing prospective
customers.
Odoo CRM is the Customer Relationship Management module within the Odoo
platform. Odoo CRM includes lead management, sales automation, marketing
campaign management, and business reporting features.
Odoo CRM simply tracks the workflow from the starting to the end in a sale.

4. Contents
 Lead Creation.
 Converting lead into opportunity.
 Pipeline Layout.
 Sending quotation/proposal to qualified leads.
 Competitors Data.

5. Lead Creation

6. Converting Lead Into Opportunity
Add the data of the new lead as shown
You Can Save the new lead for later on or you can convert it
to opportunity from here directly

7. Now you have the choice to create new
customer with the data you entered OR to
Link this opportunity to exiting customer.

8. Pipeline Layout

9. Send Quotation
 Go to the lead we have just created.
 Click on “Create Quotation button.
 Add the products/services you want to send.
 Click on "send by email” button to send to the lead inserted email address.

10. Send Quotation

11. Competitors Data
As we have created before new lead.
We can do the same to store competitors data & proposals.
We need to add tag “competitor” so we can
filter and differentiate between leads
&competitors later on