Sales¶ CRM Organize the pipeline Manage lost opportunities Mark an opportunity as lost Create/edit lost reasons View lost opportunities Sort opportunities by lost reason Restore lost opportunities Restore multiple opportunities at once Manage lost leads Mark a lead as lost Restore lost leads Restore multiple leads at once Merge similar leads and opportunities Identify similar leads and opportunities Comparing similar leads and opportunities Merging similar leads and opportunities When leads/opportunities should not be merged Lost leads Different contact within an organization Existing duplicates with more than one salesperson Contact information is similar but not exact Manage sales teams Create a sales team Add sales team members Enable multi teams Sales team dashboard Acquire leads Convert leads into opportunities Configuration Convert a lead into an opportunity Create opportunities from web contact forms Customize contact forms Customize contact form fields View opportunities Create leads (from email or manually) Configure email aliases Leads created from email Manually create leads Manually create opportunities Create and send quotations Create a new quotation Order lines Product catalog Preview and send quotation Mark an opportunity won or lost Lead mining Configuration Generate leads View leads Pricing Assign and track leads Assign leads with predictive lead scoring Predictive lead scoring Configuration Change the probability manually Assign leads based on probability Configure rule-based assignment Configure assignment rules Unattended leads report Create an unattended leads report Add custom filters Add filter for past due activities Exclude unassigned leads Add a Sales team View results Quality leads report Create a quality leads report Add custom filters Add a starting date filter Add a sales team filter Exclude unassigned leads Include archived leads Add rules for quality leads Define a quality lead View the report Resellers Configuration Partner levels Partner activations Partner assignments Publish partners Marketing attribution reports Leads Analysis dashboard Add UTM parameters Create UTMs Create reports Export reports Lead distribution report Create lead distribution reports Essential filters Lead creation date Sales team Contact method Active status Group by Filter for quality leads Analyze performance Pipeline Analysis Navigate the pipeline analysis page Search options Add custom filters and groups Measurement options View options Create reports Win/Loss reports Customize win/loss reports Save and share reports Expected revenue report Create an expected revenue report Add custom filters Add filter for expected closing date Exclude unassigned leads Add a filter for sales teams View results View options Forecast report Navigate the forecast report Expected closing date Prorated revenue View results Optimize your Day-to-Day work Enrich contacts with partner autocomplete Configuration Enrich contacts with corporate data Pricing CRM Gamification Configuration Create badges Create a challenge Create assignment rules Add goals Add rewards Utilize activities for sales teams Activity types Create a new activity type Activity settings Action Default user Default summary Next activity Suggest next activity Trigger next activity Activity tracking Activity plans Launch an activity plan Lead enrichment Lead enrichment set up Enrich leads Automatically enrich leads Manually enrich leads Pricing Sales Send Quotations Create quotations Quotation settings Quotations dashboard Create quotation Order Lines tab Optional Products tab Other Info tab Sales section Delivery section Invoicing section Tracking section Notes tab Sending and confirming quotations Quotation templates Configuration Create quotation templates Lines tab Optional Products tab Terms & Conditions tab PDF Quote Builder tab Use quotation templates Mass cancel quotations/sales orders Optional products Optional products on quotations Optional products on quotation templates Online signatures for order confirmations Activate online signatures Order confirmations with online signatures Online payment order confirmation Activate online payments Payment providers Register a payment Quotation deadlines Quotation expiration Quotation template expiration Deliveries and invoices to different addresses Settings Contact form configuration Address added to quotations Product variants on quotations and sales orders Settings Product configuration Product configurator Order grid entry PDF quote builder Configuration Dynamic text in PDFs Dynamic text values Add PDF to product PDF quote Invoicing Method Invoice based on delivered or ordered quantities Invoicing policy features Invoicing policy on product form Impact on sales flow Down payments Create invoices Initial down payment request Example: request 50% down payment Example: request 100% down payment Customer taxes modification on down payments Income account modification on down payments Pro-forma invoices Configuration Send pro-forma invoice Invoicing based on time and materials App and settings configuration Service product configuration Add time spent to sales order Invoice time spent Expenses configuration Add expenses to sales order Invoice expenses Purchase configuration Add purchase to sales order Invoice purchase Invoice project milestones Create milestone products Invoice milestones Reinvoice expenses to customers Expenses application Add expenses to sales orders Reinvoice expense Products & Prices Manage your products Import products Import template Customize product import template Import product template spreadsheet Import relation fields, attributes, and variants Relation fields Attributes and values Product variants Product variants Configuration Attributes Attribute values Product variants Configure variants Variants smart button Impact of variants Product images with Google Images Configuration Google API dashboard Google Programmable Search dashboard Odoo Product images in Odoo with Google Custom Search API Manage your pricing Pricelists, discounts, and formulas Pricing strategy options Pricelists Price Rules tab Multiple prices per product Advanced price rules Recurring Prices tab Rental rules tab Configuration tab Customer pricelist application Multiple prices per product Discounts Discount button Advanced price rules Price computation Conditions Foreign currencies Settings View, edit, and add currencies Currency detail form Main currency detail form Create new currency Currency-specific pricelists Auto-conversion from public price Set product prices Returns and refunds Before invoicing After invoicing Use eWallets and gift cards eWallets Gift cards Discount and loyalty programs Configure the settings Configure discount and loyalty programs Program types Conditional rules Rewards Amazon Connector Amazon Connector features Supported features Supported marketplaces Amazon Connector configuration Connect Amazon Seller account to Odoo Amazon orders in Odoo Product tax configuration Add a new marketplace Amazon order management Order synchronization Force synchronization Manage deliveries in FBM Manage errors when synchronizing deliveries Follow deliveries in FBA Invoice and register payments Issue invoices Register payments Follow Amazon sales in sales reporting eBay Connector eBay connector setup Overview eBay - Odoo linked fields eBay terms eBay actions available on Odoo Setup required on Odoo prior to eBay setup Set up on eBay Set up eBay developer account Set up eBay keyset Configure account deletion / notification settings (Production) Creating the keyset Create eBay user token Grant application access API explorer Entering credentials into Odoo How to list a product? Listing without variation Listing with variations Product identifiers EAN and UPC identifiers Listing with item specifics Process invoices and payments Posting payment Reconciling payments Troubleshooting eBay connector Accept account deletion notifications Verify the installation of Odoo is up to date Update Odoo to the latest release Update the list of available modules Install the eBay Connector - Account Deletion update Retrieve endpoint details from Odoo Subscribe to account deletion notifications Verify the connectivity with the endpoint Linking existing listings Turn off eBay scheduled actions Sync eBay categories Link eBay listings Manual listing link Turn on eBay scheduled Actions
