CRM - Sales
Seamless integration between CRM and Sales - Convert opportunities into revenue
Sale CRM Overview
Sale CRM is the integration module between CRM and Sales in Odoo, allowing you to seamlessly convert opportunities into quotations and sales orders. This module automates the sales process, tracks revenue, and manages the entire pipeline from lead to closed deal.
Key points
• Create quotations directly from opportunities with one click
• Automatically link customers or create new ones when needed
• Track expected revenue and total order value in real-time
• Manage multiple quotations for a single opportunity
• Fully integrated with CRM pipeline and stages
• Analyze sales performance from opportunity to revenue
• Automatically update opportunity status when quotations are confirmed
• Comprehensive dashboard with detailed reports by team, product, and time
Terminology Reference
Key terminology in Sale CRM:
Sale CRM Terminology
| Vietnamese | English | Description |
|---|---|---|
| Cơ hội | Opportunity | Potential customer with purchase possibility |
| Báo giá | Quotation | Price proposal for customer, not yet confirmed |
| Đơn hàng | Sales Order | Quotation confirmed by customer |
| Doanh thu kỳ vọng | Expected Revenue | Expected value from opportunity |
| Tổng đơn hàng | Sum of Orders | Total value of confirmed orders |
| Pipeline | Sales Pipeline | Sales process from lead to closed deal |
| Stage | Stage | Phase in pipeline (New, Qualified, Proposition, Won, Lost) |
| Lead | Lead | Unqualified contact information |
| Khách hàng | Customer | Qualified and linked contact |
| Hoạt động | Activity | Task to be completed (call, meeting, email) |
| Lý do thất bại | Lost Reason | Reason why opportunity was not converted |
| Xác suất | Probability | Percentage probability of successful closing |
| Salesperson | Salesperson | Person responsible for the opportunity |
| Sales Team | Sales Team | Sales team assigned to the opportunity |
| Ngày đóng dự kiến | Expected Closing | Expected date for successful closing |
| Smart Button | Smart Button | Smart button showing number of quotations/orders |
| Hợp nhất | Merge | Combine multiple duplicate opportunities into one |
| Chuyển đổi | Convert | Convert lead to opportunity or quotation to order |
Lead to Quotation Workflow
Standard workflow to convert opportunities into quotations in Odoo:
Steps
1. Open opportunity from CRM > Pipeline or CRM > Opportunities
2. Verify customer information is linked (if available)
3. Click "New Quotation" button on opportunity form
4. System automatically fills information: customer, salesperson, sales team, pricelist
5. Add products/services to order lines with quantity and price
6. Confirm payment terms, delivery time, and other conditions
7. Save quotation and send to customer via email or print PDF
8. Track quotation status via "Quotations" smart button on opportunity
Creating Quotation with Existing Customer
When an opportunity is already linked to a customer (Customer field is filled), creating a quotation becomes simple and fast. The system automatically fills most required information fields.
Key points
• Customer information is automatically copied to quotation
• Delivery and invoice addresses are taken from contact
• Customer pricelist is automatically applied
• Customer default payment terms are used
• Salesperson and Sales Team are maintained from opportunity
• Multiple quotations can be created for the same opportunity to compare options
Creating Quotation without Customer
When an opportunity has no linked customer, Odoo displays a wizard to choose how to proceed. This important feature ensures customer data is managed consistently.
Customer handling options
| Option | When to Use | Result |
|---|---|---|
| Create a new customer | New lead, not in system yet | Create new contact and link to opportunity |
| Link to an existing customer | Customer exists but not linked | Select existing contact to link |
| Do not link to a customer | Quick quotation, customer not determined | Create quotation without customer (can add later) |
Opportunity Management
After creating quotations, you can track and manage all related quotations and orders directly from the opportunity form through smart buttons.
Key points
• Smart button "Quotations" shows number of created quotations
• Smart button "Sales Orders" shows number of confirmed orders
• Field "Expected Revenue" automatically updates from total quotation value
• Field "Sum of Orders" displays total actual order value
• Can merge multiple duplicate opportunities into one
• View history of all activities and customer communications
Converting Opportunities
When a customer accepts a quotation, you confirm it into a sales order. The system automatically updates information on the opportunity and moves the stage to "Won" if configured.
Key points
• Click "Confirm" on quotation to convert to sales order
• Field "Sum of Orders" on opportunity automatically updates
• Stage can automatically move to "Won" based on configuration
• Probability automatically updates to 100% when won
• Can have multiple orders for one opportunity (upsell, cross-sell)
Sales Pipeline Integration
Sale CRM fully integrates with CRM pipeline, allowing you to manage the entire sales process from lead to closed deal in a unified interface.
Key points
• View all opportunities by stages in kanban view
• Drag and drop opportunities between stages to update progress
• Each stage has default probability (New: 10%, Qualified: 20%, Proposition: 50%, Won: 100%)
• Filter by salesperson, sales team, or time period
• Assign activities (call, meeting, email) to each opportunity
• Track expected closing date and receive notifications near deadline
• Dashboard displays revenue overview by stage and team
Revenue Tracking
The system automatically tracks and updates expected revenue and actual revenue for each opportunity, helping you forecast accurately and manage effectively.
Key points
• All calculations are automatic, no manual input needed
• Multi-currency support with automatic exchange rates
• Real-time revenue reporting
• Compare expected revenue vs actual revenue to assess forecast accuracy
Revenue fields
| Field | Calculation | When Updated |
|---|---|---|
| Expected Revenue | Total quotation value × Probability | When creating/editing quotation or changing probability |
| Sum of Orders | Total value of confirmed orders | When quotation is confirmed to sales order |
| Probability | By stage or manual input | When moving stage or manual update |
Activity Tracking
Manage all sales activities (calls, meetings, emails) directly from opportunities to ensure no follow-ups are missed.
Key points
• Create activities with types: Call, Meeting, Email, To-Do
• Assign deadlines and receive automatic notifications
• Activities display in calendar view for easy management
• Mark as done and note results
• Filter opportunities by overdue or planned activities
• Integrate with email to automatically log email exchanges
Lost Reason Analysis
When opportunities are not successfully converted, recording lost reasons helps analyze and improve the sales process in the future.
Key points
• Mark opportunity as "Lost" and select reason from available list
• Common reasons: Too expensive, Competitor, No answer, Not interested
• Create custom lost reasons suitable for your business
• Analyze lost reasons reports to identify main issues
• Compare lost rates by salesperson, team, or product
• Use insights to improve sales strategy and pricing
Dashboard and Reporting
Sale CRM provides detailed dashboard and reports to analyze sales performance from various perspectives.
Key points
• Filter by creation date, closing date, salesperson, team, stage
• Group by: salesperson, team, stage, product, customer
• Pivot view for multi-dimensional analysis
• Export data to Excel for advanced analysis
• Real-time dashboard with automatic updates
• Create custom filters and save for reuse
Report types
| Report | Purpose | Key Information |
|---|---|---|
| Pipeline Analysis | Analyze sales process | Opportunities by stage, expected revenue, conversion rate |
| Sales Analysis | Analyze revenue | Revenue by product, team, time period |
| Salesperson Performance | Evaluate individual performance | Win rate, average deal size, number of opportunities |
| Lost Opportunities | Analyze failures | Lost reasons, lost rate, trends |
Best Practices
Tips and strategies to optimize your Sale CRM workflow:
Key points
• Always link customer to opportunity before creating quotation to avoid duplicate contacts
• Use expected closing date to prioritize opportunities about to close
• Create multiple quotations for one opportunity when there are multiple options (standard, premium, enterprise)
• Update probability manually when receiving new information from customer
• Assign activities with clear deadlines to ensure timely follow-up
• Use merge opportunities to combine duplicate opportunities from the same customer
• Mark lost with specific reason for analysis and improvement
• Review pipeline weekly to identify bottlenecks and opportunities needing attention
• Use tags to categorize opportunities by source, industry, or product line
• Set up automated actions to send email reminders when opportunities have no activity for long
• Leverage pricelists to automatically apply prices and discounts by customer segment
• Use quotation templates to quickly create quotations for common products/services
Common Issues and Troubleshooting
Common issues and solutions:
Key points
• Cannot see "New Quotation" button: Check Sale CRM module is installed and user has permission to create quotations
• Expected Revenue not updating: Ensure probability is set and quotation has valid value
• Cannot link customer: Check customer exists in Contacts and is not archived
• Sum of Orders does not match: Only confirmed orders are counted, check order status
• Stage does not automatically move to Won: Check stage settings configuration and automation rules
• Quotation not showing in opportunity: Ensure quotation has "Opportunity" field filled correctly
• Merge opportunities fails: Check opportunities have same customer and no data conflicts
• Dashboard not showing data: Check filters and date range, ensure data exists in selected period
Frequently Asked Questions
Common questions about Sale CRM:
Key points
• How many quotations can be created for one opportunity? Unlimited, you can create multiple quotations with different options
• What is the difference between Expected Revenue and Sum of Orders? Expected Revenue is forecast (quotation × probability), Sum of Orders is actual (confirmed orders)
• When should an opportunity be marked as Won? When at least one order is confirmed, or according to company process
• Can a quotation be moved from one opportunity to another? Yes, edit the quotation and change the Opportunity field
• How to track multiple contacts in one opportunity? Use Customer field for main contact, add other contacts in chatter
• Does probability update automatically? Yes, when moving stages, but you can override manually
• Can a Lost opportunity be restored? Yes, move stage back to active stage and update probability
• Is the dashboard real-time? Yes, dashboard updates automatically when data changes
• Can the opportunity list be exported? Yes, use Export function in list view
• How to receive notifications when opportunity is near deadline? Set up automated actions or use activities with due date