Advanced Dashboard
The Odoo CRM dashboard is the advanced home screen that provides provisional operations that deal with all the aspects of the client relationship management of the company. The data in the dashboard can be filtered, sorted out, and grouped by the various default and customizable options available. In addition, the viewing parameters of the Odoo platform allow the users to view the data in the dashboard under various parameters.

Activity scheduling
The Odoo platform allows users to schedule and conduct various activities with the leads acquired to transform them into reliable customers. Activities such as meetings, calls, emails, and other custom-made ones can be planned and scheduled based on the calendar.

Prioritizing
The Odoo platform provides provision to the user to prioritize the various contacts and leads available based on a starting system. This would indicate all the users of the priority or the lead and how it’s more important to act upon the respective lead initially to acquire their business.

Customize alerts
The various alerts on the leads and the business opportunities can be customized by the user to alert the employee of the ones available. These alerts can be customized based on the various parameters that are based on the business terminologies of operation.

Lead enrichment
The Odoo module provides an additional advanced option for its users to enrich their leads. This will allow the users to access the contact information of the customers based on the email ID available.

Odoo CRM workflow
The Odoo CRM is an advanced client relation management aspect of the platform that allows users to turn leads i.e. potential customers into loyal ones by conducting various activities with them and doing business. The module functions on the operations of a business in accompaniment based on sales, quotations, invoicing, payment, and many more.

The Odoo CRM operations in Odoo is based on the operating principles of a pipeline operation where the data is marked on the various status of the operation it has been presented upon. Each data is marked upon the various states in which a contact or a business opportunity has been present. The status could be made and customized based on the prospects of the user.
• The default operation describes the new ones as leads or new which can have potential business opportunities.
• When an opportunity is available a quotation is sent on the acceptance which is turned into qualified ones after analyzing its potential and finally a business opportunity is won.
• Where the quotation is changed to a sales order the products are invoiced and finally the payment is done.

Activities in CRM
The Odoo platform allows users to create and schedule various activities with customers in the process of the CRM operations of the platform. The customization process of lead management and operating on them with communication and information sharing aspects will be beneficial in the company operations.

Activity type
The user can create and configure the various activities of the CRM module in the activity type menu which can be accessed from the configuration dashboard of the CRM module.