1. 使用组织管道    Organize the pipeline

 查看日程设置和推荐后续活动：通过点击日程活动或通过看板视图查看活动，可以设置多种活动类型（电话、电子邮件、会议等），同时也可以设置推荐后续活动，进而规划活动流程。
View schedule settings and recommend follow-up activities: view activities by clicking on the schedule activities or through the Kanban view, a number of activities types are available by default in Odoo (call, email, meeting, etc.), Odoo helps you to plan a flow of activities by allowing you to set Recommended Next Activities.

 有效地管理商机，可以将一个线索标记为丢失，并标记已存在的丢失原因，支持重新创建一个新的原因。对于商机，可以多条件过滤检索，并能在不同的视图之间切换。
Efficient management of opportunities, can mark a lead as lost and mark an existing Lost Reason or create a new one right there, multi-conditional filtering to retrieve, and the ability to switch between different views.

 支持创建新的销售渠道，并为销售渠道添加成员，然后对其进行管理。管理员可以清楚地查看销售渠道的运行情况和结果，并可以根据需要导出报告。
Create new sales channels, add members to sales channels and then manage them, administrators can clearly view the operation and results of sales channels and can export reports on demand.

2. 获取销售线索    Acquire leads

 转换线索为商机：CRM‣配置‣设置，然后选择是否转换为商业机会并指定相同的渠道/人员。Odoo支持合并相同的商机，如果他们有相同的电子邮件地址，系统会自动与该商机的合并，当然，也可以自行合并商机或线索。
Convert leads into opportunities: go to CRM ‣ Configuration ‣ Settings, then you can choose whether to convert to business opportunities and assign the same channel/person. Odoo will automatically offer you to merge with that opportunity if they have the same email address and you can also merge opportunities or leads even if the system doesn’t propose it.

 通过电子邮件或者网站联系页面生成线索或商机。通过配置电子邮件别名，以生成自动分配给该邮件的线索/商机，使其易于管理具有特定业务流程的多个销售团队。通过Odoo网站可以自动生成线索商机。
Generate leads or opportunities from emails and your website contact page. Configure email aliases to generate leads/opportunities that are automatically assigned to it, making it easy to manage multiple sales teams with specific business processes. Automatic lead opportunity generation is available through your Odoo website.

 可以直接通过CRM发送报价，线索挖掘功能可让你直接从数据库中从头开始生成线索。根据国家、公司规模、行业等标准锁定线索来源，确保生成线索的相关性。如要启动本功能，前往: CRM –> 配置 –> 设置并启用线索挖掘功能。您也可以通过配置‣线索挖掘请求，以及通过信息‣中的生成信息按钮来创建线索挖掘请求。
You can send quotation directly through the CRM, lead mining allows you to generate leads from scratch directly from your database. Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business. For this feature to work, go to CRM ‣ Configuration ‣ Settings and activate the Lead Mining feature. You are also able to create lead mining requests from the Configuration ‣ Lead Mining Requests and through Leads ‣ Leads where you have the Generate Leads button.

3. 分析和跟踪销售线索
 Assogn and track leads 

 要跟踪潜在客户的访问，首先要安装线索评分模块，然后进入你想跟踪的网站上的任何静态页面，在推广标签下找到优化搜索引擎 ，然后你可以在聊天记录和你的线索/机会的右上角跟踪该访客页面访问的页面。
To track prospects visits, first install the Lead Scoring module, then go to any static page you want to track on your website and find Optimize SEO under the Promote tab, then you can keep track of the pages visited by that visitor pages in the chatter and on the top right corner of your lead/opportunity.

 通过信息评分，可以根据选定的标准对线索进行自动排名。允许在CRM的线索管理的一个新标签中管理评分规则。每小时，每条没有得分的线索都会被自动扫描，并根据设置的评分规则分配给他们正确的分数。一旦计算出分数，线索就可以用相同的领域机制分配给特定的团队，或者用更精细的领域分配给团队中的特定供应商。对于未分配的线索，通过放置过滤器、电子邮件营销和营销自动化应用程序轻松找到它们
With Leads Scoring you can automatically rank your leads based on selected criteria. It allows you to manage scoring rules in a new tab of CRM‘s Lead Management. Every hour every lead without a score will be automatically scanned and assigned their right score according to your scoring rules. Once the scores computed, leads can be assigned to specific teams using the same domain mechanism or a specific vendor in the team with an even more refined domain. For unassigned leads, easily find them through placement filters, Email Marketing and Marketing Automation apps.

4. 分析性能及优化日常工作

Analyze performance & Optimize your Day-to-Day work

 筛选功能让你可以选择查看赢/输率，并可以在不同的视图之间切换。在谷歌电子表格中创建自定义仪表盘，使用电子表格公式直接从Odoo检索数据。你可以用它来创建销售佣金计划、预算、项目预测等。公式是用Python写的，但不需要编程技能。
Filtering gives you the option to view win/loss rates and can switch between different views. Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, etc. Formulas are written in Python but programming skills are not required.
 业务伙伴自动完成功能可提供企业数据，帮助扩大联系人数据库。在下拉列表中选择一家公司，即可获得需要的所有信息。激励员工以实现目标和奖励达到特定目标是增强良好销售习惯和提高销售人员生产率的绝佳方法。 游戏化模块通过实时识别和受游戏机制启发的徽章，提供了简单而富有创意的方式来激励和评估员工。
Parter Autocomplete helps you to enrich your contacts database with corporate data. Select one of the companies suggested in the dropdown, and quickly get all the information you need. Challenging employees to reach specific targets with goals and rewards is an excellent way to reinforce good habits and improve salespeople productivity. The Gamification module gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics.
                                                                                                                                                           -------部分图文来源odoo官网