Overview of Odoo’s CRM Kanban: CRM Excellence

  • Published : Mar,25,2023
  • By: David Smith
Overview of Odoo’s CRM Kanban: CRM Excellence

Introduction

The Kanban board offers a simple and clear overview of the work to be done. It enables you to quickly know the status of each task (i.e. ‘new’, ‘qualified’ or ‘won’). You can also see whether there is any follow-up in pipeline view.

The Kanban board offers a simple and clear overview of the work to be done.

Here’s how it works:

The Kanban board offers a simple and clear overview of the work to be done. The tasks that have been completed are moved from “to do” to “done.” This shows you at a glance what needs to be done next, so you can plan your day accordingly.

It enables you to quickly know the status of each task (i.e. ‘new’, ‘qualified’ or ‘won’).

To get an overview of what work needs to be done and when we recommend you use Odoo’s Kanban board. The Kanban board enables you to quickly know the status of each task (i.e., ‘new’, ‘qualified’, or ‘won’).

It also helps visualize bottlenecks in your sales pipeline so that you can take action on them before it’s too late!

You can also see whether there is any follow-up in pipeline view.

In pipeline view, you can see all your tasks and their statuses. You can also move them between stages if needed.

This view is helpful if you want to know how many tasks are in each stage and what their status is.

Odoo kanban is an effective way to track your team’s progress and stay informed about their workloads.

Kanban is a visual way to track work. It’s a great way to stay informed about your team’s workloads, so you can manage them effectively.

With Odoo kanban, you can visualize all of the tasks in progress and their status at any given time. This gives everyone on the team an overview of what needs to be done next–and by whom–which helps eliminate bottlenecks or delays caused by miscommunication between departments or individuals within one department (e.g., between sales reps).

Conclusion

Overall, Odoo’s Kanban is a great tool for managing your team’s workload. It can help you see which projects are in progress, what they need from you next, and which ones are near completion. With this information at hand, you’ll be able to make informed decisions about where best to spend your time or resources today–and tomorrow!