📄 Sales Workflow

Sales Workflow

All relevant sales activities and information should be registered in Odoo CRM. This enables collaboration between colleagues, as they can see what happend with a customer, but also is a crucial part of measuring the sales impact. Without registration, sales will be less effective and more of a gamble then with registration. 

LEAN Sales

  • Register the organisation name, email, phone and website.
  • Register the contact name, email and mobile phone.
  • Register the meeting in advance.
    • Add meeting notes within 24 hours.

LEAN Sales lifecycle

  1. Target List (in Odoo Contacts)
    Use tags (i.e. 'Target 2025-Q1') to create target lists of organisations which you want to onboard.
    Use the organisations' stakeholders to create a list of possible people within that organisation. 
  2. Leads Pipeline (in Odoo CRM)
    1. New: Unprocessed lead
    2. In Progress: Reached out, collecting information
    3. Qualified: Good lead, possible opportunity
    4. Lost: Bad lead, no possible opportunity.
  4. Sales Pipeline (in Odoo CRM)
    1. Qualified
    2. DMU mapping
    3. Proposition
    4. Negotiation
    5. Won
    6. Lost


LEAN Sales Cycle

Define your value proposition and ideal customer profile(s)

Define the sales target(s)

Identify target organisations

Identify contact persons within the target

Reach out to contacts

Identify opportunities within target organisations




Organization Status

  • New
  • Target
  • Prospect
  • Customer
  • Partner

Contactperson Status

  • New
  • Identified
  • Contacted
  • Engaged

Contactperson Sales Role

  • Decision Maker
  • Influencer
  • Technical
  • Blocker

Opportunity Status

  • New
  • Qualified

  • Discovery

  • Solution Design

  • Proposal

  • Closed Won / Closed Lost