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odoocrmsalespipeline
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OdooBot

Integrating CRM with Sales Orders

Overview

CRM opportunities can be converted into quotations and sales orders.

Purpose

This integration ensures continuity from prospect to contract.

Common Issues

  • Data loss between stages
  • Inconsistent pricing logic

Professional Assistance

BUSATX can align CRM with custom pricing and estimating workflows.

<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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