QWhat is Odoo CRM used for?
AOdoo CRM helps businesses manage leads, track opportunities, and streamline customer interactions in a centralized and intuitive platform.
QHow to create a new lead in Odoo CRM?
AClick on ‘Create’ in the CRM dashboard and fill in the details such as name, contact, source, and interest.
QWhat is the difference between a lead and an opportunity in Odoo?
AA lead is a potential interest, while an opportunity is a qualified sales deal with a higher chance of closing.
QHow to convert a lead into an opportunity in Odoo?
AOpen the lead and click on 'Convert to Opportunity' to track it through the sales pipeline.
QCan I assign leads to salespeople automatically in Odoo?
AYes, use lead assignment rules or manually assign them based on territories or lead source.
QDoes Odoo CRM support pipeline management?
AYes, Odoo offers visual Kanban pipelines to track each stage of your sales cycle.
QHow to schedule a meeting or call in Odoo CRM?
AUse the ‘Schedule Activity’ button to set meetings, calls, follow-ups, or other actions for each opportunity.
QCan I use Odoo CRM on mobile devices?
AYes, Odoo offers a responsive design and mobile apps for managing CRM on the go.
QHow does lead scoring work in Odoo CRM?
ALead scoring can be done manually or using third-party modules to prioritize leads based on predefined criteria.
QCan I integrate Odoo CRM with email?
AYes, Odoo CRM supports email integration to send, receive, and log communications automatically.
QHow to move a lead from one stage to another in Odoo CRM?
ASimply drag and drop the lead across stages on the Kanban pipeline view.
QCan I automate follow-up activities in Odoo CRM?
AYes, you can define follow-up steps and schedule automatic activities for leads and opportunities.
QHow to link a customer to an opportunity in Odoo CRM?
ADuring opportunity creation, select the related customer contact or create a new one.
QHow can I track communication history with a lead?
AAll emails, calls, and messages are logged under the 'Chatter' section of the lead.
QHow do I use tags to segment CRM records?
ATags help filter, organize, and classify leads based on interests, region, or behavior.
QCan I customize CRM stages in Odoo?
AYes, add, rename, or reorder pipeline stages based on your specific sales process.
QIs it possible to assign multiple sales reps to a single lead?
ABy default, one user is assigned, but with customization, you can track collaborative selling.
QHow to create reports for CRM activity in Odoo?
AUse CRM reporting to generate insights by salesperson, stage, win rate, or revenue.
QHow to convert a CRM opportunity into a sales quotation?
AClick ‘New Quotation’ within the opportunity to directly generate a quotation.
QHow to manage lost opportunities in Odoo CRM?
AMark the opportunity as lost, add a reason, and analyze loss trends via reports.
QCan I restore a lost lead in Odoo CRM?
AYes, open the lead marked as lost and click 'Restore' to reactivate it.
QWhat is the use of the 'Expected Revenue' field?
AIt helps in sales forecasting and estimating potential income from each deal.
QHow to use lead sources for performance analysis?
AAssign sources like website, call, or referral and filter reports to evaluate effectiveness.
QHow to use geo-location data in Odoo CRM?
AWith integration, you can track lead locations and plan sales visits regionally.
QHow to integrate VoIP or dialers in Odoo CRM?
AUse Asterisk, Twilio, or other VoIP connectors to call directly from CRM.
QWhat is the use of the 'Next Activity' in CRM?
AIt keeps the sales rep informed about the upcoming task scheduled for the lead.
QCan I send bulk emails to leads in Odoo CRM?
AYes, integrate with Email Marketing to send campaigns to segmented leads.
QHow to automate lead generation from website forms?
AUse Odoo Web Forms to capture inquiries and auto-create leads in the CRM.
QHow to merge duplicate leads or opportunities?
AUse the 'Merge Duplicates' option available in the Action dropdown on list view.
QHow to filter hot or priority leads in CRM?
AUse custom filters or tags like 'Hot', 'Warm', or 'Cold' for fast segmentation.
QCan I import leads into Odoo CRM?
AYes, use the Import tool to upload leads from Excel or CSV templates.
QHow to export my opportunity pipeline?
AFrom list or Kanban view, use the Export option to download selected records.
QHow do I configure user access for CRM?
ADefine user roles in Settings to control visibility and permission levels.
QCan I sync Odoo CRM with Google Calendar?
AYes, use calendar sync integrations to align meetings and activities.
QHow do I archive old leads in Odoo CRM?
AUse the 'Archive' function in the Action menu to remove them from active views.
QHow to assign leads based on region or state?
AUse filtering logic or Studio rules to assign based on geographic data.
QCan I track ROI of CRM campaigns in Odoo?
AYes, when linked to marketing or email campaigns, you can track conversion vs. spend.
QHow to link tasks or projects to a CRM opportunity?
AUse the Projects module or Studio customization to create linked tasks.
QWhat is lead enrichment in Odoo CRM?
AEnrichment fetches data like company info or social profiles using external sources or add-ons.
QCan I integrate live chat leads into CRM?
AYes, Odoo Live Chat can capture visitor info and create leads directly.
QHow do I track lead conversion rates?
AUse CRM reporting to calculate leads converted into opportunities or sales.
QHow to handle B2B vs B2C leads differently in Odoo?
ASegment them using tags or custom fields and apply different pipelines if needed.
QCan I trigger automated emails based on lead status?
AYes, with Email Marketing or Marketing Automation modules integrated.
QHow to show only my assigned leads in CRM?
AUse 'My Pipeline' or apply filters to view leads specific to a user.
QCan I add WhatsApp integration for CRM?
AYes, third-party apps allow messaging leads and customers via WhatsApp directly.
QHow to track salesperson performance using CRM?
AUse reports filtered by user to track won deals, revenue, and activity.
QIs there a reminder system for follow-ups?
AYes, Odoo's scheduled activities will send alerts for upcoming tasks.
QCan I set up multiple sales pipelines in CRM?
AYes, create separate pipelines for different products, teams, or regions.
QHow to display CRM dashboard data visually?
AUse graphs, pivot tables, and dashboard apps for visual performance tracking.
QCan I track customer journey in Odoo CRM?
AYes, integrate with Website, Marketing, and Sales to trace interactions from first visit to purchase.
QCan I forecast revenue in Odoo CRM?
AYes, the Expected Revenue field and reporting tools allow you to forecast sales over time.
QHow to create sales targets in Odoo CRM?
AUse the sales team configuration or reporting tools to assign and track monthly or quarterly targets.
QHow does Odoo CRM handle team collaboration?
AUsers can communicate through chatter, assign activities, and share records with multiple team members.
QCan I connect Odoo CRM with social media leads?
AYes, with third-party connectors or webhooks you can capture leads from Facebook or LinkedIn.
QHow to use email templates in Odoo CRM?
ANavigate to Technical > Email Templates to create and assign templates to specific actions.
QHow to prioritize leads in Odoo CRM?
AUse lead scoring, tags, or a custom field like priority level to classify them.
QCan I schedule recurring activities for leads?
AYes, recurring follow-ups or activities can be set using scheduled automation or custom modules
QHow do I check lead response time in Odoo?
AUse custom fields or reporting metrics to track the average time taken to respond to leads.
QHow to use filters and favorites in CRM?
AUse the filter/search bar to apply filters, then save them as favorites for repeated use.
QCan I link a CRM opportunity to a quotation automatically?
AYes, when you generate a quotation from the opportunity, they remain linked.
QHow can I track lead source ROI in Odoo CRM?
AAssign sources and use reporting to calculate revenue and conversion from each.
QHow to sync CRM data with Excel or Google Sheets?
AExport CRM data in CSV or Excel, or use third-party sync tools like Zapier.
QCan I use Odoo CRM with Zoho, Salesforce, or HubSpot?
AYou can migrate data or use API integrations with middleware platforms.
QHow does lead nurturing work in Odoo CRM?
AUse email campaigns, scheduled follow-ups, and activity automation to nurture and engage leads.
QHow to manage cold vs hot leads in Odoo?
AUse stages, tags, or pipelines to differentiate and treat them accordingly.
QCan I use custom dashboards in CRM?
AYes, install dashboard modules or use the Studio app to create your custom views.
QHow to log meetings in Odoo CRM?
AClick 'Schedule Activity' and choose meeting, date, and time to log it under the lead.
QHow to avoid duplicate leads in CRM?
AEnable duplicate detection and use merge functionality to manage duplicate entries.
QHow to add internal notes to leads?
AUse the chatter feature to log notes that are visible only to internal users.
QCan I receive notifications when a lead is assigned?
AYes, users are notified automatically in the system and via email (if enabled).
QHow to measure win/loss ratio in Odoo CRM?
AUse the CRM reporting dashboard to analyze the number of deals won vs lost.
QHow to set up CRM for a service-based business?
ACustomize stages, tags, and templates to align with service workflows instead of product sales.
QCan I convert a lead directly into a customer contact?
AYes, during the opportunity stage, create or link a contact automatically.
QHow to manage product-specific CRM pipelines?
AUse separate pipelines or tags to organize leads by product categories.
QIs it possible to send SMS from Odoo CRM?
AYes, integrate SMS gateways like Twilio to send messages from the CRM.
QHow to assign rotating leads to sales reps?
AUse round-robin lead assignment via custom modules or automated server actions.
QCan I mark leads as urgent in Odoo CRM?
AUse a custom priority field or tag them as urgent to highlight them in filters.
QCan I restrict CRM access to certain sales teams?
AYes, use access control and record rules to segment access based on user roles.
QHow to create follow-up reminders in Odoo CRM?
ASchedule activities like calls or emails and set due dates to receive reminders.
QCan I analyze customer acquisition costs in CRM?
AUse reports in conjunction with campaign costs to determine acquisition cost per lead.
QCan I customize the lead form in Odoo CRM?
AYes, use Odoo Studio to drag, drop, or modify fields in the form view.
QHow to manage partner or channel leads in CRM?
AUse tags, pipelines, or partner relationship modules to track and manage channel sales.
QHow to use Odoo CRM for follow-up automation?
AUse Marketing Automation to trigger emails and tasks based on lead behavior or stages.
QCan I view my team’s pipeline in CRM?
AManagers can switch views to 'All Pipelines' or filter by users or teams.
QHow to perform A/B testing for sales strategies in CRM?
AUse split pipelines or tags to run different approaches and analyze results.
QHow to capture leads from chatbots?
AUse Odoo Live Chat or third-party chatbot tools that feed visitor data into CRM.
QHow to track lead-to-customer journey in Odoo CRM?
AUse the timeline in chatter, linked documents, and stages to view the complete journey.
QWhat KPIs can I track using Odoo CRM?
AKPIs include lead response time, conversion rate, win/loss ratio, deal size, and more.
QHow to filter CRM data by fiscal year or month?
AUse the reporting filters to select date ranges and analyze time-specific performance.
QHow to handle multilingual leads in CRM?
AStore lead language preference and use localized email templates or pipelines accordingly.
QCan I manage call logs in Odoo CRM?
AYes, use the Schedule Activity feature to log and follow up on phone calls.
QHow to mark leads as follow-up completed?
AComplete the scheduled activity to mark the task done and move to the next step.
QCan I use voice notes or attachments in CRM?
AYes, upload files or use apps that allow recording and attaching audio to leads.
QHow to view CRM activities for the entire week?
AUse the Activities menu or Calendar view to see scheduled items by date.
QHow to link CRM with invoicing or contracts?
AOpportunities can be linked to quotations, which convert into sales and invoices.
QHow to hide confidential CRM fields?
AUse access rights or Studio to restrict visibility of specific fields to selected users.
QCan I automate reminders for contract renewal from CRM?
AYes, integrate CRM with Subscription module to notify reps before expiry.
QHow to use Odoo CRM for field sales teams?
AUse mobile app, geolocation, and scheduled activities for field visit tracking
QHow do I handle international leads in CRM?
AStore timezone, currency, and location info, and use country-specific sales workflows.
QWhat’s new in Odoo 17 CRM vs older versions?
AOdoo 17 CRM offers faster performance, improved UI, better activity scheduling, and deeper automation options.
QCan I integrate Odoo CRM with third-party lead sources?
AYes, you can use APIs or connectors to sync data from third-party platforms like Facebook, Google Ads, or forms.
QHow to configure automatic notifications for lead inactivity?
AUse scheduled server actions or activity rules to trigger alerts after set periods of inactivity.
QHow to use Odoo CRM with Odoo 18?
AOdoo 18 CRM include smarter AI-based lead routing and better UI performance (as per roadmap).
QCan I track competitor involvement in deals?
AYes, you can add competitors to opportunities and analyze lost deals by competition.
QHow to build customer personas in CRM?
AUse custom fields, tags, and segmentation data to group leads into persona types.
QHow to manage SLA or response time in Odoo CRM?
AAdd custom fields or use Studio to track SLAs and report response performance.
QHow to log offline sales interactions in CRM?
ASalespeople can use the app or manually enter interaction logs under the lead.
QIs it possible to use gamification in CRM?
AYes, use the Gamification module to assign points, badges, and challenges to sales users.
QCan I create automated sales sequences in CRM?
AUse Marketing Automation to build sequences like email, call, follow-up, and reminder flows.
QHow does multi-company work in Odoo CRM?
ALeads and opportunities can be restricted or shared across companies depending on access rights.
QHow to archive old pipelines while keeping history?
AUse archiving for old leads and export reports for backup or audits.
QWhat are best practices for naming pipelines?
AName pipelines based on product lines, services, geography, or team function for easy filtering.
QHow to assign multiple stages to the same pipeline step?
AUse custom flags or tags, or create sub-stages via Studio customization.
QCan I link helpdesk or support tickets with CRM?
AYes, integration with Helpdesk allows support tickets to be linked to customers and CRM records.
QCan I segment B2B and B2C customers separately?
AYes, use partner types, tags, or pipelines to manage different customer types efficiently.
QHow to set CRM KPIs by user or region?
AFilter CRM dashboards by user, region, or tag to track personalized KPIs.
QHow to run re-engagement campaigns from CRM?
AExport inactive leads and run targeted email or SMS campaigns to bring them back.
QHow to migrate CRM data from legacy software?
AUse import templates and data cleanup before migrating into Odoo CRM.
QHow to set up sales rep territories in CRM?
AUse custom fields or location-based rules for assignment and filtering.
QHow to apply GDPR compliance in Odoo CRM?
AEnable data retention policies, user consent fields, and anonymization tools.
QCan I automate deal scoring using AI?
AYes, with Odoo AI modules or third-party ML tools, you can predict deal success.
QHow to handle multi-currency leads?
ACRM allows currency selection per opportunity and calculates using real-time rates.
QHow to track activity type performance?
AUse CRM activity reports to monitor effectiveness of calls, meetings, emails, etc.
QHow to create a checklist for stages in CRM?
AUse Studio to add a checklist field or build logic rules per stage.
QCan I create conditional logic in CRM forms?
AYes, using Studio or custom development, you can show/hide fields conditionally.
QHow to view CRM data on a dashboard TV screen?
AUse dashboard modules or pivot view auto-refresh tools with display settings.
QWhat reporting tools work best with Odoo CRM?
ANative Odoo reporting, Excel exports, or integrations with Power BI or Google Data Studio.
QHow to manage distributor or partner leads separately?
ACreate a dedicated pipeline or tag system for managing indirect sales.
QHow to assign product interest per lead?
AAdd a field or many2many relationship to log products of interest per lead.
QWhat to do with unqualified leads?
ATag as unqualified, archive them, or add to re-engagement campaigns for later.
QCan I use email alias to capture leads?
AYes, configure email aliases like sales@yourdomain to convert mails into leads.
QHow to train teams on using Odoo CRM?
AOffer internal sessions, tutorials, or use Primacy Infotech onboarding support.
QHow to track deal average closing time?
AUse CRM reporting or custom fields to calculate time from lead to won deal.
QCan I see deal progression history?
AYes, the chatter log shows movement across stages and user updates.
QCan I auto-assign tasks from CRM?
AYes, create rule-based task assignments using automation or Project module.
QHow to secure sensitive lead information?
AUse field-level access control and audit logs to monitor access and changes.
QHow to use Odoo CRM for after-sales follow-up?
AAdd post-sale stages or link to Customer Success pipelines for continued service.
QCan I detect email opens from CRM?
AWith tracking enabled in email templates, Odoo can track email open status.
QHow to limit lead visibility by region or branch?
AUse domain rules or record rules based on user’s location or assigned group.
QHow to handle recurring customer leads?
ATag as returning customers, and link to previous CRM records for continuity.
QWhat’s the use of the “Probability” field in CRM?
AIt helps estimate chance of closing a deal and aids in pipeline forecasting.
QHow to calculate expected revenue per team?
AFilter reports by team and sum expected revenue per month or quarter.
QCan I customize the CRM Kanban colors?
AYes, define colors based on stage, tag, or field values for better visibility.
QHow to group leads by campaign source?
AUse the ‘Source’ field or custom marketing campaign fields to segment leads.
QHow to create CRM API for integration?
AUse Odoo’s REST API to fetch, update, or push CRM data across systems.
QCan I schedule CRM data backup?
AYes, configure automated backups via Odoo.sh or with a managed hosting provider.
QWhat’s new in CRM from Odoo 17 to 18?
AExpected updates include AI routing, better Kanban filtering, and deeper email tracking.
QHow to set conversion goals in CRM?
AUse KPIs, expected revenue, and reporting to define and monitor conversion targets.
QCan I export lost lead reasons?
AYes, export filtered list of lost leads with reasons for deeper analysis.
QWhat support does Primacy Infotech provide for CRM?
AWe offer setup, customization, training, and ongoing support for your entire Odoo CRM journey.
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