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Link your Lead Opportunities into Spreadsheet using odoo CRM
- 1. Link your Lead/Opportunities into Spreadsheet using odoo CRM Enterprise
- 2. Introduction Enterprise In Odoo 17 CRM, linking leads and opportunities to a spreadsheet can be done by exporting data or using Odoo’s built-in spreadsheet integration. To export, navigate to the CRM app, filter and select the relevant records, and then export the data in formats like CSV or XLSX, which can be opened in external spreadsheet tools such as Excel or Google Sheets.
- 3. Lead/Opportunities into Spreadsheet Enterprise ● Odoo’s Enterprise version, can create a spreadsheet directly within Odoo, integrating CRM data in real-time. This allows you to insert pivots, analyze metrics, and collaborate on the data without leaving the Odoo platform, ensuring up-to- date and dynamic reporting.
- 4. Steps Enterprise ● First of all, go to the CRM module from your Odoo dashboard. ● Next to the Pipeline view, click on the Settings symbol to open settings. ● Within the settings, you'll find several options. Select the Spreadsheet option. ● Link Menu in Spreadsheet: select the option “link menu in spreadsheet”
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- 6. Link Menu in spreadsheet Enterprise ● The dashboard displays all available pipelines or opportunities organized in Kanban cards, showing details such as name, expected revenue, customer information, salesperson, tags, and priority. ● To add pipeline data to spreadsheets, use the "Action" menu in the top left. Select the "Spreadsheet" option, then choose "Link menu" to open the pop-up window.
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- 8. Explanation Enterprise Select any existing spreadsheets or choose the "Blank Spreadsheet" option to create a new one. Then, click "Confirm" to add the data. The spreadsheet will open with the newly added data, as shown in the image below.
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- 10. Adding List View into Spreadsheets Enterprise Users can add a list view to spreadsheets by selecting the "Insert list in spreadsheet" option from the "Action" menu, available only in list view windows. Therefore, switch the Kanban view of the "My Pipelines" window to a list view.
- 11. Adding List View into Spreadsheets Enterprise
- 12. Explanation Enterprise Next, navigate to the "Pipeline" action menu and choose "Insert list in spreadsheet" under the "Spreadsheet" option. Clicking this will open a pop-up window.
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- 14. Explanation Enterprise In the pop-up window, select an existing spreadsheet or create a new one to insert the list view. The newly created spreadsheet with the list data will then appear as shown below.
- 15. Enterprise
- 16. Explanation Enterprise In the spreadsheet view, you can rename, edit, and customize the sheet using the file menu. Odoo also lets you share the sheet via a link generated after clicking the "Share" button.
- 17. Managing Spreadsheets Enterprise ● Once the spreadsheets are created and the data exported, can manage them in Odoo's Documents module. ● To do this, open the Documents module and go to the Documents dashboard. ● By switching the workspace from Internal to All, users can access every document in the workspace. ● Clicking on a document will open its window, allowing you to edit and manage it.
- 19. Adding Lead Data into Spreadsheet Enterprise ● Users can add Lead data to spreadsheets using the same method. Navigate to the "Leads" menu and select the desired records from the dashboard. ● After selecting the data column, go to the “Actions” menu and select the “Export” option, and you will be provided with a pop- up window.
- 20. Adding Lead Data into Spreadsheet Enterprise
- 21. Explanation Enterprise In the pop-up box, choose the fields you want to export to the spreadsheet from the "Available Fields" section. Odoo also offers a search function to find specific fields and an option to "Update Data" if needed. After selecting the records, click the "Export" button. The exported data will appear in the spreadsheet view, as shown below. You can add additional records as needed using the same method.
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- 23. Enterprise
- 24. Adding Reports in Spreadsheets Enterprise ● Export and Import feature, users can add lead-related graphs and data to a spreadsheet. In the Leads window, select the Graph view to display a graphical representation. Click the "Insert in Spreadsheet" button to add the graph to your spreadsheet. ● After selecting the option, choose an existing spreadsheet to add the new report data or create a new one using the "Blank Spreadsheet" button. ● The graphical view of your report data will then be added to the spreadsheet.
- 25. Adding Reports in Spreadsheets Enterprise
- 26. Adding Reports in Spreadsheets Enterprise
- 27. Adding Reports in Spreadsheets Enterprise
- 28. Document Module Enterprise Manage this spreadsheet using the Odoo Documents module, where users can save, read, and manage files on the platform. Odoo also allows users to create custom workspaces and upload files of any type for better organization. These steps outline how to transfer Lead/Opportunity and report data into spreadsheets within the CRM module and manage them using the Documents module.
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- 30. Enterprise Conclusion Hence this is how one can link their Lead/Opportunities into Spreadsheet using Odoo 17 CRM .
- 31. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com