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BUSATX CRM & Sales Pipeline Knowledge Base

CODEX_OD_003 defines BUSATX’s authoritative guidance for CRM and Sales Pipelines in Odoo, focused on lead handling, opportunity tracking, pipeline discipline, and integration with downstream operations.

This guidance assumes standard Odoo CRM and Sales functionality unless otherwise noted.

Articles

  1. Understanding Odoo CRM Fundamentals
  2. Leads vs Opportunities
  3. Designing an Effective Sales Pipeline
  4. Managing Sales Activities & Follow-Ups
  5. CRM Reporting & Forecasting
  6. Integrating CRM with Sales Orders
  7. CRM for Construction & Project-Based Sales
  8. Automations & Email Templates
  9. Common CRM Pitfalls
  10. Scaling CRM Across Teams