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======================
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Odoo CRM Terminologies
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======================
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- **CRM (Customer relationship management)**:
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System for managing a
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company's interactions with current and future customers. It
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often involves using technology to organize, automate, and
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synchronize sales, marketing, customer service, and technical
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support.
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- **Sales cycle** :
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Sequence of phases used by a company to convert a
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prospect into a customer.
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- **Pipeline :**
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Visual representation of your sales process, from the
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first contact to the final sale. It refers to the process by
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which you generate, qualify and close leads through your sales
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cycle.
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- **Sales stage** :
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In Odoo CRM, a stage defines where an opportunity
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is in your sales cycle and its probability to close a sale.
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- **Lead :**
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Someone who becomes aware of your company or someone who
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you decide to pursue for a sale, even if they don't know about
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your company yet.
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- **Opportunity :**
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A lead that has shown an interest in knowing more
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about your products/services and therefore has been handed over
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to a sales representative
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- **Customer :**
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In Odoo CRM, a customer refers to any contact within
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your database, whether it is a lead, an opportunity, a client or
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a company.
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- **Key Performance Indicator (KPI)** :
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A KPI is a measurable value
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that demonstrates how effectively a company is achieving key
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business objectives. Organizations use KPIs to evaluate their
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success at reaching targets.
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- **Lead scoring** :
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System assigning a positive or negative score to
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prospects according to their web activity and personal
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informations in order to determine whether they are "ready for
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sales" or not.
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- **Kanban view :**
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In Odoo, the Kanban view is a workflow
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visualisation tool halfway between a `list
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view <https://www.odoo.com/documentation/8.0/reference/views.html#reference-views-list>`__
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and a non-editable `form
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view <https://www.odoo.com/documentation/8.0/reference/views.html#reference-views-form>`__
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and displaying records as "cards". Records may be grouped in
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columns for use in workflow visualisation or manipulation (e.g.
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tasks or work-progress management), or ungrouped (used simply to
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visualize records).
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- **List view :**
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View allowing you to see your objects (contacts,
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companies, tasks, etc.) listed in a table.
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- **Lead generation:**
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Process by which a company collects relevant
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datas about potential customers in order to enable a relationship
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and to push them further down the sales cycle.
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- **Campaign:**
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Coordinated set of actions sent via various channels to
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a target audience and whose goal is to generate leads. In Odoo
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CRM, you can link a lead to the campaign which he comes from in
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order to measure its efficiency.
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