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odoocrmsalespipeline
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Managing Sales Activities & Follow-Ups

Overview

Activities drive sales execution within Odoo CRM.

Use Case

Activities ensure consistent follow-up, accountability, and reduced lead leakage.

Step-by-Step

  1. Schedule activities
  2. Assign responsible users
  3. Track completion

Limitations

Odoo does not enforce activity completion before stage movement.

Professional Assistance

BUSATX can enforce activity-based stage progression.

<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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