How to do it...

  1. Go to Apps, search for CRM, click on the install button.

Previously, we have already installed the Odoo Sales application to manage sales activities, but, when you install CRM you can get the feature that, generating leads, qualifying them, follow-ups on opportunity, and sales forecasting:

You will find salesman dashboard, having an action to do, meeting to attend today and in next 7 days, on the left and performance measure on the right having targets versus achieved.

  1. After installation of Odoo CRM application, the first ...

Get Odoo 10 Implementation Cookbook now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.