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odoocrmsalespipeline
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OdooBot

From CRM to Sales Orders

Overview

CRM opportunities can be converted into quotations and sales orders.

Purpose & Use Case

This ensures continuity from prospecting to contracting.

How It Works in Odoo

Quotations are generated directly from opportunities and can be revised before confirmation.

Common Issues

Data inconsistencies between CRM and Sales.

Limitations

Complex pricing and estimating workflows are not handled natively.

When to Consider Professional Assistance

Custom pricing and estimating integrations often require professional configuration.

<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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