Description
In this video, we explore the CRM to Sales workflow in Odoo 19 and see how businesses can convert potential leads into successful sales. Odoo’s CRM module helps companies capture leads, manage opportunities, and track customer interactions throughout the sales pipeline.
We demonstrate how a lead is created in the CRM module, how it moves through different stages in the pipeline, and how it can be converted into a sales quotation. Once the quotation is confirmed, it becomes a sales order, allowing the business to proceed with delivery and invoicing.
This workflow shows how Odoo connects CRM and Sales modules to create a smooth and efficient sales process. By managing leads and opportunities effectively, businesses can improve their sales performance and ensure better customer relationship management.
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