CRM and opportunities

Use the guides below for the standard Odoo workflow. For Brazilian fiscal documents, bank files and tax assessment, use the KMEE procedures in the Brazilian localization section.

KMEE procedures

• Follow an opportunity through to a quotation or task
• Register a customer in Brazil

Odoo reference

Standard Odoo features for this area are described in the module reference.

• CRM and opportunities

Tasks

A documented process has written instructions. Review the prerequisites and the expected result before using it in your company.

Follow an opportunity through to a quotation or task

• Follow an opportunity through to a quotation or task

Acquire and enrich leads

• Lead mining

• Lead enrichment

• Enrich contacts with partner autocomplete

Organize sales teams and score opportunities

• Multiple sales teams

• Assign leads with predictive lead scoring