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Understanding Odoo CRM Fundamentals

Overview

Odoo CRM provides a structured system for managing leads, opportunities, and sales pipelines. It is designed to support predictable sales processes rather than ad-hoc deal tracking.

Purpose & Use Case

Odoo CRM is used to capture inbound leads, qualify prospects, track opportunities through defined stages, and forecast revenue.

Prerequisites

  • CRM module installed
  • Proper user access configured

Limitations

CRM effectiveness depends heavily on pipeline discipline and configuration.

When to Consider Professional Assistance

BUSATX recommends professional setup when CRM must integrate with estimating, projects, or accounting 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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