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Odoo 16.0 View Community

CRM and opportunities

Use the guides below for the standard Odoo workflow. For Brazilian fiscal documents, bank files and tax assessment, use the KMEE procedures in the Brazilian localization section.

KMEE procedures

Odoo reference

Standard Odoo features for this area are described in the module reference.

Tasks

Review the prerequisites and the expected result of each process before using it in your company.

Acquire and enrich leads

Organize sales teams and score opportunities