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Common CRM & Sales Pipeline Pitfalls

Overview

Many CRM issues stem from configuration and process gaps.

Common Issues

  • Over-customization too early
  • Poor user adoption
  • Inconsistent pipeline hygiene

When to Consider Professional Assistance

A CRM audit can identify and correct systemic issues.

<p>Related: <a href="/forum/community-help-3/from-crm-to-sales-orders-125">From CRM to Sales Orders</a>, <a href="/forum/community-help-3/understanding-odoo-project-management-16">Understanding Odoo Project Management</a>.</p>
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