CRM: Opportunity to Project

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Manually create project from opportunity

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v16 Rev Matt
Frequency: Monthly subscription
: V12
Environment: Enterprise

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STORY BEHIND THE FEATURES

ODOO'S FUNCTIONS

The Odoo Standard process is Opportunity → Quotation → Sales Order → Project.

The project is created automatically at the quotation validation.

CLUEDOO'S FUNCTIONS

You often need to begin a project from the opportunity itself. The complexity of the opportunity requires the intervention of the project team, and you will want to track the hours spent on this opportunity from the pre-sales phases, and so on.

Instead of fixing the project creation at the contract signature (meaning at the quotation validation), we give the sales team the possibility to create projects whenever they consider that they are relevant regarding to he opportunity.

Once the project is created, you can associate tasks and record hours, and your future quotations/sales orders will be related to this project.

MODULE+

This module gives more flexibility for the collaboration between the sales department and the project department. It becomes a must for big projects with important pre-sales phases.


BUSINESS CASE

I'm selected for a call to tender for an Odoo Integration. By reading the bill of specification, the pre-sales phases will consume between 100h and 200h of technical and functional consulting, making it a key point to track these hours.

My salesperson has to create a project from the beginning, then work with the functional project manager to study the book of specification, create related tasks, and ask everybody to properly record the hours spent on this project in the pre-sales phase.

CLUEDOO RECOMMENDATION

This module installation depends on your internal process. It's very convenient when you emphasize pre-sales phases of your projects.

OUR FEATURES AS SOLUTIONS

Create Project from Opportunity

HOW TO USE THIS MODULE

1.

On an Opportunity, we have the Create Project button. When we click that button, a new project will be created and we can access the project in the CRM.




Select project template

When you click Create Project, there will be a pop up wizard where you can select the project template.



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