| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 242 |
| Technical Name |
sdm_crm_sequence |
| License | LGPL-3 |
| Website | https://www.netilligence.io |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 242 |
| Technical Name |
sdm_crm_sequence |
| License | LGPL-3 |
| Website | https://www.netilligence.io |
| Versions | 16.0 17.0 18.0 |
CRM SEQUENCE ID
A new field called CRM ID has been introduced in the Sales Order module.Search and filter sales orders based on the originating opportunity.Improve alignment between the CRM and Sales departments.
GET PERSONALIZED DEMO
This ensures traceability between the CRM pipeline and the Sales module, allowing teams to:
- Maintain context for sales negotiations or customer follow-ups.
Workflow
A unique CRM ID is auto generated or manually entered in the CRM when a NEW opportunity is created.
Sales Order Creation
When a Sales Order is created as a result of a closed-won opportunity, the CRM ID from that opportunity is manually or automatically entered the CRM ID field in the Sales Order.
Search & Reporting
Sales Orders can be searched or filtered using the CRM ID, enabling teams to trace
Different Views in the CRM after Sequence generation
Pivot View
Graph View: Bar Chart
Line Chart
Pie Chart
Activity View
End-to-End Visibility
Teams can audit the entire customer journey, from lead generation (CRM) to order fulfillment (Sales).
Reduced Errors
Eliminates manual cross-referencing by automating the link between opportunities and sales documents.
Improved Reporting
Analyze conversion rates by comparing opportunities to finalized sales orders.
FAQ
The CRM Sequence is an Odoo extension designed to automatically assign a unique, sequential number (or identifier) to each CRM Lead or Opportunity as it is created. This sequence can be used for internal tracking, reporting, or specific business processes that require a distinct numerical order for your sales pipeline.
- Unique Identification
- Reporting & Analysis
- Business Process Compliance
Typically, no. The sequence numbers are assigned only to new leads or opportunities created after the module is installed and configured. Existing records will not automatically receive a sequence number
Release 18.0
4rd April, 2025Our Services
All our services are quality-oriented. To give our customers the best delivery, we operate with six main services.
Netilligence is a brand that provides exquisite services to boost business growth. Stay confident when working
with us because that will give you a chance to stay ahead of your competition
Odoo Customization
Perfect workflows for maximum efficiency and boost productivity with custom-made Odoo features.
Odoo Implementation
Our experts handle the entire Odoo setup process, from configuration to data import and training.
Odoo Migration
We migrate your business data for a smooth and efficient transition to Odoo.
Odoo Training & Support
Leverage Odoo with expert guidance and best practices for your business journey.
Odoo Consultancy
We develop custom Odoo modules to meet unique business needs and integrate with existing systems.
Odoo Mobile Apps
Develop mobile apps for on-the-go access to critical data and functionalities.
.png?fd45bd8)
Get Support, For Free!
60 Days Free Support
In case any bugs or issue (Except data recovery)
At Netilligence we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part
Have Any Question ?
+971 50 952 4733
Write Email
sales@netilligence.io
.png?fd45bd8)
Please log in to comment on this module