Worksheets on CRM opportunity (F2720)

Create and manage worksheets directly in the CRM, allowing teams to track tasks, milestones, and key deliverables for opportunities

Managing complex customer relationships and opportunities often involves tracking detailed activities and deliverables. The Worksheets on CRM feature enables users to create and manage worksheets directly within the CRM, allowing for better organization of tasks, milestones, and key project deliverables associated with leads and opportunities. This feature helps businesses streamline their sales processes by providing a structured way to manage and track work items that are essential to closing deals.

For businesses that handle project-based sales or service delivery, this feature ensures that all related activities are organized in one place, improving collaboration and productivity.

Functionality at a glance:

Enables users to create and manage worksheets directly in the CRM.
Helps track tasks, milestones, and deliverables associated with leads and opportunities.
Improves organization and collaboration by centralizing work items within the CRM.
Ensures that key sales activities are tracked and managed effectively to close deals.
Integrates seamlessly with Odoo’s CRM module for a unified sales and project management experience.

This feature is particularly useful for businesses that manage complex sales cycles involving multiple tasks or deliverables, such as project-based services or B2B sales.

Example Use Case:

A digital marketing agency that handles large client accounts can use the Worksheets on CRM feature to manage tasks related to each sales opportunity. For example, the agency’s sales team can create worksheets to track client meetings, proposal reviews, and contract negotiations. By organizing these activities within the CRM, the team ensures that all tasks are completed on time and that the deal progresses smoothly through the pipeline.

In summary, the Worksheets on CRM feature helps businesses organize and track the key activities involved in managing sales opportunities, ensuring that all tasks are completed efficiently and that deals move through the pipeline smoothly.