What's New in Odoo 17 CRM

Odoo 17 features make the all-new Odoo 17 module a comprehensive offering whether it comes to managing sales or keeping a check through the Odoo 17 integrated reporting menu. Here is a quick guide that showcases a range of multiple Odoo 17 features aiming to make operations simple and pretty efficient.

Reporting Menu brings in a host of innovative features in Odoo 17

With a core focus on enhancing the in-depth analysis of an organization’s productivity, Odoo 17 makes available the following reporting criteria.

1 - The availability of multiple viewing modes like Kanban, Graphical, Pivot, etc. in Odoo 17 improves the monitoring matrix of any business organization. And, this coupled with smart filters and a further scope for creating groups renders the Forecast Reporting at par with international standards.

2 - The provision for Lead Reporting gives businesses a strong foothold on leads being generated via multiple channels thus paving the way for optimized decision making.

3 - Pipeline Reporting is another feasible option in Odoo 17 that helps organizations keep a check on multiple stages of contractual award.

4 - With an enabling Activities Reporting feature, tracking every micro task and activity has become a reality in Odoo 17.

Pipeline feature enhancing the Odoo 17 offering

The provision in the form of “Pipeline Feature” is a unique enhancement in Odoo 17 that is pretty unique and adds to the dictum of efficient operations management.

1 - Several bidding stages showing the contract stage as “New”, “Qualified”, “Proposition”, and “Won” is an added peculiarity that streamlines the contractual functions in an organization from top to bottom.

2 - You can also insert new stages in the entire linking chain of the “Pipeline” feature.

3 - Importing Records and watching Dashboard, are a few incidental features that expand the offering in the form of a “Pipeline” feature.

4 - Pipeline feature can also be added in any given article as well.

Adding products using “Catalog” made pretty simple

Just review the following enabling feature in the “Catalog” option and harness the best from effective product management using this as one of many cutting-edge Odoo 17 features.

1 - The all-new feature called “Catalog” refines the order line being one of the most innovative features in the entire spectrum of Odoo 17 new features category.

2 - In the “Catalog” section products can be seamlessly added from the Odoo database.

3 - Users simply have to use the “Add” button followed by searching for the given product and mapping the correct configuration subsequently.

Sales Menu also happens to be one of many Odoo 17 new features

The integrated yet pretty sophisticated sales function gets more thrust with the following features.

1 - My Sales Menu categorizes the features in the likes of “My Pipelines”, “My Activities”, “My Quotations”, and “Teams” to have complete control of the sales offering of the organization.

2 - New Form feature has been made more refined by showcasing key inputs like “Customer Name”, “Email”, “Phone”, “Tags”, etc.

3 - A range of options like “Open Opportunities”, “Unassigned Leads”, “Quotations”, “Orders to Invoice”, etc. are streamlined in a sub-menu called “Teams” under the “Sales” menu.