Odoo CRM helps you manage your sales pipeline, track leads, and close more deals. Proper setup ensures your team can effectively capture, nurture, and convert opportunities. This guide covers everything from basic configuration to advanced automation that maximizes your CRM effectiveness.
how to set up odoo crm Prerequisites
- 1Odoo instance with CRM module installed
- 2Admin or sales manager access rights
- 3Understanding of your current sales process
- 4List of your sales team members
- 5Lead sources you want to track
how to set up odoo crm Steps
Configure Sales Teams
Navigate to CRM > Configuration > Sales Teams. Create teams based on your organization (by region, product line, or customer segment). Assign team leaders and members. Set up email aliases for each team to automatically create leads.
Pro Tips:
- *Create teams that match your actual sales structure
- *Use team email aliases like sales@yourcompany.com for lead capture
- *Set invoicing targets for performance tracking
Customize Pipeline Stages
Go to CRM > Configuration > Stages. Modify the default stages to match your sales process. Common stages include: New, Qualified, Proposition, Negotiation, Won. Add requirements and probabilities for each stage.
Pro Tips:
- *Keep stages focused on buyer actions, not sales activities
- *Set realistic probability percentages for accurate forecasting
- *Use stage requirements to enforce data quality
Set Up Lead Sources
Create UTM sources under Settings > Technical > UTM. Track where leads come from: website, trade shows, referrals, advertising. This data helps measure marketing ROI and optimize lead generation.
Pro Tips:
- *Use consistent naming conventions for sources
- *Create UTM campaigns for specific marketing initiatives
- *Link sources to email aliases for automatic tagging
Configure Lead Scoring
Enable lead scoring in CRM settings. Define scoring rules based on lead attributes: company size, industry, engagement, source. High scores indicate sales-ready leads. Set thresholds for automatic qualification.
Pro Tips:
- *Start simple with 3-5 scoring criteria
- *Review and adjust scores based on actual conversion data
- *Use negative scores for poor-fit leads
Create Activity Types
Navigate to CRM > Configuration > Activity Types. Define common activities: calls, emails, meetings, demos. Set default durations and create sequences for consistent follow-up patterns.
Pro Tips:
- *Create activity types for each step in your sales process
- *Set recommended next activities for sales guidance
- *Use icons and colors for quick visual identification
Set Up Automation Rules
Go to Settings > Technical > Automation. Create rules for common workflows: auto-assign leads by region, send welcome emails, schedule follow-up activities. Use triggers based on creation, stage change, or time elapsed.
Pro Tips:
- *Start with simple automations and add complexity gradually
- *Test automations thoroughly before enabling
- *Document automation rules for team awareness
Configure Email Integration
Set up email servers under Settings > Technical > Outgoing Email. Connect individual mailboxes for tracking. Enable email logging to automatically attach correspondence to opportunities.
Pro Tips:
- *Use alias domains for incoming email routing
- *Configure email templates for consistent communication
- *Enable email tracking to see open rates
Import Existing Data
Prepare your existing contacts and opportunities in CSV format. Go to CRM > Leads and use Import function. Map fields correctly and validate before importing. Clean up duplicates after import.
Pro Tips:
- *Import contacts/companies before leads
- *Use external IDs for future updates
- *Run duplicate detection after import
Need Professional Implementation?
Our certified partners can handle the setup and configuration for you.
how to set up odoo crm Best Practices
- ✓Define clear criteria for lead qualification before going live
- ✓Train your team on consistent opportunity naming conventions
- ✓Set up dashboards for real-time pipeline visibility
- ✓Create saved filters for common views (my leads, hot opportunities)
- ✓Use tags for flexible categorization beyond stages
- ✓Schedule regular pipeline review meetings
- ✓Integrate with phone system for click-to-call functionality
how to set up odoo crm Common Mistakes
- ✗Creating too many pipeline stages that slow down the sales process
- ✗Not defining clear lead ownership rules
- ✗Ignoring duplicate detection and creating messy data
- ✗Over-automating before understanding manual workflows
- ✗Not training team on proper opportunity management
- ✗Failing to regularly clean and update pipeline data
how to set up odoo crm Conclusion
A well-configured Odoo CRM accelerates your sales process and provides visibility into your pipeline. Take time to align the configuration with your actual sales process, and continuously refine based on team feedback and conversion data.
Related Guides
Need More Help with Odoo?
Get expert implementation support from our certified Odoo partners. We ll handle the technical details so you can focus on your business.