CRM2 min read
Odoo 20 Sales and CRM: Commissions, Leads and Quotes
Odoo 20 sales and CRM changes: lead rotation modes, Dun and Bradstreet lead data, upsells from leads, commissions, quotation sections and discount codes.
Category
CRM
Pipeline, quoting and the sales-to-operations handoff.
CRM2 min read
Odoo CRM: Setting Up a Sales Pipeline That Gets Used
How to set up Odoo CRM so sales teams actually use it: pipeline stages, lead capture, scoring, activities, quotations and the handoff from CRM to sales orders and delivery.