Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]
Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages. 00:00 Intro 00:14 Create pipeline 1:04 Create opportunity 1:39 Stage operations Creating Stages: Access the Pipeline View: Head to the CRM module and navigate to the “Pipeline” tab. This displays your current sales pipeline with existing stages and opportunities. Add a New […]
