How To Setup Odoo CRM Module

HOW TO SETUP ODOO CRM MODULE --  Odoo CRM  Module is sales management tool that is really efficient and can be well organized. User can  have a clear overview of their sales pipeline, meetings, revenues, and more.Odoo CRM is not only a powerful tool to achieve  sales goals with structured activities, performance dashboard, next acitivities and more. Odoo CRM module also can  Use leads to get in the system unqualified but targeted contacts . Those leads can then be converted into opportunities.Odoo also can  Manage phone calls from Odoo CRM by using the VoIP app. Call customers, manage a call queue, log calls, schedule calls and next actions to perform.


Integrate with Odoo Sales to create beautiful online or PDF quotations and turn them into sales orders. We can use email marketing for marketing campaigns to my customers and prospects. With Odoo CRM we can Manage business seamlessly, even on the go. Indeed, Odoo offers a mobile app that lets every business organize key sales activities from leads to quotes.

Step By Step Setup Odoo CRM Module

This  is simple step-by-step guide will lead you through Odoo CRM and help you handle your sales funnel easily and constantly manage your sales funnel from lead to customer.
1. Installing Odoo CRM Module
After login into Odoo dashboard you can activated Odoo CRM Module and configure it, just click in CRM Module icon.

2. Sales Planner in Odoo
he Sales Planner is a useful step-by-step guide created to help you implement your sales funnel and define your sales objectives easier. We strongly recommend you to go through every step of the tool the first time you use Odoo CRM and to follow the requirements. Your input are strictly personal and intended as a personal guide and mentor into your work. As it does not interact with the backend, you are free to adapt any detail whenever you feel it is needed.

You can reach the Sales Planner from anywhere within the CRM module by clicking on the progress bar located on the upper-right side of your screen. It will show you how far you are in the use of the Sales Planner.

3.  Setup Sales Team
A Direct Sales team is created by default on your instance. You can either use it or create a new one.  In the Sales module, your sales teams are accessible from the Dashboard menu. If you start from a new instance, you will find a sales team installed by default : Direct sales. You can either start using that default sales team and edit it (refer to the section Create and Organize your stages from the page Set up and organize your sales pipeline) or create a new one from scratch.To create a new team, go to Configuration ‣ Sales Teams and click on Create.

4. Assign salespeople to your sales team

When your sales teams are created, the next step is to link your salespeople to their team so they will be able to work on the opportunities they are supposed to receive. For example, if within your company Tim is selling products and John is selling maintenance contracts, they will be assigned to different teams and will only receive opportunities that make sense to them.

In Odoo CRM, you can create a new user on the fly and assign it directly to a sales team. From the Dashboard, click on the button More of your selected sales team, then on Settings. Then, under the Assignation section, click on Create to add a new salesperson to the team.

5. Set up pipeline In CRM Module
Now that your sales team is created and your salespeople are linked to it, you will need to set up your pipeline -create the process by which your team will generate, qualify and close opportunities through your sales cycle. Refer to the document Set up and organize your sales pipeline to define the stages of your pipeline.

6. Set up incoming email to generate opportunities
In Odoo CRM, one way to generate opportunities into your sales team is to create a generic email address as a trigger. For example, if the personal email address of your Direct team is direct@mycompany.example.com, every email sent will automatically create a new opportunity into the sales team.

7. Automate lead assignation
If your company generates a high volume of leads every day, it could be useful to automate the assignation so the system will distribute all your opportunities automatically to the right department.

8. Generate leads In Odoo CRM Module
Odoo CRM allows you to manually add contacts into your pipeline. It can be either a lead or an opportunity.By default, the lead stage is not activated in Odoo CRM. To activate it, go to Configuration ‣ Settings, select the option ""use leads if…** as shown below and click on Apply. his activation will create a new submenu Leads under Sales that gives you access to a list of all your leads from which you will be able to create a new contact.

You can also directly add a contact into a specific sales team without having to convert the lead first. On the Sales module, go to your dashboard and click on the Pipeline button of the desired sales team. If you don't have any sales team yet, you need to create one first. Then, click on Create and fill in the contact details as shown here above. By default, the newly created opportunity will appear on the first stage of your sales pipeline.

9.  Manage Lead In Odoo
Depending on your business workflow and needs, you may need to dispatch your incoming leads to different sales team or even to specific salespeople. Here are a few example:

    Your company has several offices based on different geographical regions. You will want to assign leads based on the region;
    One of your sales teams is dedicated to treat opportunities from large companies while another one is specialized for SMEs. You will want to assign leads based on the company size;
    One of your sales representatives is the only one to speak foreign languages while the rest of the team speaks English only. Therefore you will want to assign to that person all the leads from non-native English-speaking countries

10. Reporting Sales Performance
As a manager, you need to constantly monitor your team's performance in order to help you take accurate and relevant decisions for the company. Therefore, the Reporting section of Odoo Sales represents a very important tool that helps you get a better understanding of where your company's strengths, weaknesses and opportunities are, showing you trends and forecasts for key metrics such as the number of opportunities and their expected revenue over time , the close rate by team or the length of sales cycle for a given product or service.

Beyond these obvious tracking sales funnel metrics, there are some other KPIs that can be very valuable to your company when it comes to judging sales funnel success.

You can easily customize your analysis reports depending on the KPIs (see Odoo CRM Terminologies) you want to access. To do so, use the Advanced search view located in the right hand side of your screen, by clicking on the magnifying glass icon at the end of the search bar button. This function allows you to highlight only selected data on your report. The filters option is very useful in order to display some categories of opportunities, while the Group by option improves the readability of your reports according to your needs. Note that you can filter and group by any existing field from your CRM, making your customization very flexible and powerful.