Odoo CRM : Game Changer
In odoo CRM, you can generate Sales orders and Quotations from Opportunity. Here, there are possibilities you can generate several quotations and Sales orders from Opportunity.
Sales Team Configuration,
In Odoo V12, from sales team we can know the exact situation of any sales team. In below screenshot you can see the order to invoice that will shows the all the invoices which are in Open or In Payment or Paid state.
Also the untaxed total amount calculated based on All Confirmed or Done sales order of this sales team.
In the Opportunity there is possibility to change the probability based on stage change.
Odoo V12:
Odoo V14:
In Odoo V14 the probability calculated based on past records.
Predictive lead scoring is computing the lead probability, based on won and lost leads from the past
# Each won/lost lead increments a frequency table, where we store, for each field/value couple, the number of
# won and lost leads.
# E.g. : A won lead from Belgium will increase the won count of the frequency country_id='Belgium' by 1.
# The frequencies are split by team_id, so each team has his own frequencies environment. (Team A doesn't impact B)
# There are two main ways to build the frequency table:
# - Live Increment: At each Won/lost, we increment directly the frequencies based on the lead values.
# Done right BEFORE writing the lead as won or lost.
# We consider a lead that will be marked as won or lost.
# Used each time a lead is won or lost, to ensure frequency table is always up to date
# - One shot Rebuild: empty the frequency table and rebuild it from scratch, based on every already won/lost leads
# Done during cron process.
# We consider all the leads that have been already won or lost.
# Used in one shot, when modifying the criteria to take into account (fields or reference date)
..Enjoy..
