How to set up a sales funnel?

A sales funnel is set up to match the company's business processes. Define the main stages: from first contact to payment and subsequent service. Then create these stages in the CRM: give them clear names and define transition rules. After that, the CRM will automatically track how many deals are at each stage and help managers not miss tasks.

The Odoo Customer Relationship Management (CRM) module offers an intuitive builder for setting up the funnel. You can create stages, assign automatic actions (e.g., send a commercial proposal when moving to the "Negotiation" stage), and set access rights.

Integration with the Sales module allows automatically creating orders when a deal is closed. Entrust the sales funnel setup to professionals from OS-MENA, and we will implement in Odoo exactly the sales logic that will lead your business to increased revenue.