Customer Relationship Management

Last updated: october 24, 2019

Customer Relationship Management

Sending Quotations

Upon successfully qualifying your lead into an opportunity, the following step is to send a quotation to the customer. One can initiate the action directly from the Odoo CRM application.

Create a new quotation

In order to create a new quotation, go to CRM->Sales->My quotations.

Upon clicking any opportunity/ lead, one can see a New Quotation button. This will eventually bring in a new menu to manage the end user’s quote.

Upon clicking send via email-

One can find all their quotes dependent to a specific opportunity under Quotations menu.

Mark them won/lost

Next step is to mark the opportunity either as won or lost for moving the process along.

Upon marking them as won, eventually it will be moved to Won column in the Kanban view. However, upon marking them as Lost it will be archived.