Odoo FAQ - CRM
Discover how Odoo empowers you to manage customers, track opportunities, and boost your sales performance. This FAQ guide unveils the inner workings of Odoo CRM, designed to help you navigate the system with clarity, confidence, and maximum efficiency.
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Odoo CRM is a customer relationship management module in the Odoo ERP suite. It helps businesses manage leads, opportunities, and sales activities in a single, centralized platform.
Key features include pipeline management, automated lead assignment, activity tracking, reporting dashboards, integration with email and calendar, and mobile access.
You can create an opportunity directly from the pipeline Kanban view by clicking the "+" button in any stage, or by converting a lead into an opportunity.
A lead is an unqualified contact or inquiry, while an opportunity is a qualified prospect with sales potential.
Yes, Odoo CRM allows automatic lead assignment based on specific rules such as country, sales team, or industry.
Use scheduled activities like calls, meetings, emails, and follow-ups. These are visible on opportunity cards and in the “My Activities” dashboard.
They indicate the current activity status of an opportunity: green for future, yellow for today, and red for overdue.
Click the gear icon on the opportunity form to add custom fields or properties, such as industry or source of lead.
It represents the likelihood of closing the deal, which can be set manually or computed automatically based on past data.
You can enter expected revenue manually for each opportunity. It can also be used in forecasting reports.
When won, it can trigger the creation of a sales order. When lost, it is archived and removed from the active pipeline but still accessible.
Yes. Go to the Sales Order’s ‘Other Info’ tab and link it to an existing opportunity.
Yes, if the “Multi Teams” setting is enabled in the CRM configuration.
You can generate pipeline reports, forecast reports, lead analysis, and activity reports. Most views can be exported to Excel, except the Graph view.
Yes. Odoo uses email addresses and other fields to detect and warn about potential duplicate leads.
The shortest interval is in minutes, allowing near real-time distribution of leads.
In the company contact form, go to “Contacts & Addresses” and add a new entry with the address type set as “Other Address.”
No, but you can archive or duplicate the opportunity to requalify it.
Tags help segment and filter opportunities easily. They appear as colored labels on each card in the Kanban view.
Navigate to Configuration > Lost Reasons and create or edit predefined reasons for why opportunities are lost.
Yes. Odoo can be set up to receive emails via aliases, which automatically generate new leads.
It creates a copy of the opportunity and places it in the first stage of the pipeline.
It means the scheduled activity is due today.
Yes. Even after marking as won, you can still edit details or add notes.
Yes. It connects seamlessly with Sales, Marketing Automation, Calendar, Helpdesk, Email Marketing, and more.
Use the Forecast view to see opportunities by expected closing date and expected revenue. This helps in sales planning and target setting.
Any user who has access to the opportunity will see the custom fields, depending on their permissions.
Clicking it runs the lead assignment rule manually, reassigning leads based on your defined rules.