There are three rationales behind this change to set USD as default currency and to enable it in the demo data, from the beginning. With a demo database, before this revision: 1. On runbot, with all modules installed, it's already USD the default company currency. It's only when you install a module not depending on account that it's EUR the company currency by default (e.g. CRM) 2. in the base demo data, the company is set in the United States but with the currency EUR, 3. before installing account, the company currency is EUR, after installing account, the company currency is USD, this is due to the fact as the company is in the United States, the US Chart Of Account is installed, switching the company currency to USD. 4. when you install a demo database with a module not depending on account, you are left with a database without any active currency, and the monetary fields therefore do not show any currency. For instance, install only CRM with demo, you have no currency symbol before or after the expected revenue, which is not the best user friendly experience. On runbot you do not feel it because all modules are installed, therefore with account installed, which activated the USD currency. Additional weird thing with point 2.: - Unit tests in modules not dependent on account with the post-install tag had to handle this sudden change of currency change before and after installing account. For instance, when running their unit tests with only their module, but not account, the company currency is EUR, but when executing the same unit test with all modules installed, the company currency is USD. The unit tests had to handle this sudden change within the unit test, for instance by setting a 1.0 rate for their own company currency, which shouldn't be the case: the rate of your own currency should always be 1.0. closes odoo/odoo#107113 Related: odoo/enterprise#34613 Signed-off-by: Denis Ledoux (dle) <dle@odoo.com>
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.