Implementing Odoo CRM using the Odoo implementation tool
The Odoo implementation guide is a useful tool for small and medium scale companies who want to implement a business application by themselves. One can follow the steps and get the implementation done by themselves. You can implement Odoo by yourself without using the implementation service offered by Odoo.
The Sales Planner is a useful step-by-step guide created to help you implement your sales funnel and define your sales objectives easier.
We strongly recommend you go through every step of the tool the first time you use Odoo CRM and to follow the requirements. Your input is strictly personal and intended as a personal guide and mentor for your work. As it does not interact with the backend, you are free to adapt any detail whenever you feel it is needed.
Getting ready
It is assumed that you have created your online instance with Odoo CRM as your first application and activated your online instance. As it is advisable to make the duplicated...
