Description
In this video, we’ll explore how Odoo 20 connects CRM and Project Management, allowing you to move smoothly from an opportunity to project execution.
🔹 Create a project from a Lead or Opportunity
🔹 Understand the CRM-to-Project workflow
🔹 See how project information is connected with the opportunity
🔹 Follow a practical business use case
🔹 Improve your sales-to-project workflow in Odoo 20
This feature is especially useful for service-based businesses where a successful opportunity needs to be converted into a project for further planning and execution.
Whether you’re an Odoo functional consultant, business user, or beginner, this video will help you understand how CRM and Project work together in Odoo 20.
📌 Topics Covered:
• Odoo 20 CRM
• Leads & Opportunities
• Project Creation
• CRM to Project Workflow
• Odoo 20 Project Management
• Sales & Project Integration
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#Odoo20 #OdooTutorials #ProjectManagement #LeadsToProjects #OdooFunctional #BusinessAutomation #CRM #OdooTips #ProductivityTools #odootraining
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