std-odoo
89ca89ca92
PURPOSE Get rid of email / phone behavior on lead that is hard to understand: if and contact is set fields are readonly, if not they are editable. SPECIFICATIONS We want to be able to edit them if a partner is set. If we write on the email/phone of the lead, it should write on the partner (and vice-versa). Even a Falsy value is propagated to the customer. Reason is that if you update a contact information, it should be available for all other records. Setting a void value probably means you want to stop contacting this contact. This is now also propagated. SIDE NOTE: MOBILE FIELD Mobile field is a bit different. Main phone contact field is phone, and is placed in the main contact section of the lead view. Mobile is under a more technical / detailled tab and is not completely synchronized with the partner. Like zip, city or country, changing partner updates lead information but changing lead values does not propagate those to the customer. Those fields can be used for deal-specific information if needed. Statistics: 5k crm.lead use mobile for 80k active records which means it is a "lesser field". LINKS Task ID 2207636 PR odoo/odoo#48395 Upgrade PR odoo/upgrade#1025
Odoo CRM
Boost sales productivity, improve win rates, grow revenue with the Odoo Open Source CRM.
Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.
Your Sales Funnel, The Way You Like It
Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
Lead Management Made Easy
Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or Sales Team.
Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
Organize Your Opportunities
Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.
Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.
Email Integration and Automation
Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.
Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or Sales Team. New leads are created on the fly and interested salespersons are notified automatically.
Collaborative Agenda
Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.
Lead Automation and Marketing Campaigns
Drive performance by automating tasks with Odoo CRM.
Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.)
Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line.
Customize Your Sales Cycle
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
Drive Engagement with Gamification
Leverage your team's natural desire for competition
Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align Sales Teams around clear business objectives with challenges, personal objectives and team leader boards.
Leaderboards
Promote leaders and competition amongst Sales Team with performance ratios.
Personal Objectives
Assign clear goals to users to align them with the company objectives.
Team Targets
Compare revenues with forecasts and budgets in real time.