Lesson 14: Sales Integrations | Odoo 18 Sales Tutorial

In this final lesson, we review how Odoo 18 Sales integrates with other key modules, including CRM, Website, Customer Portal, Helpdesk, Project and Timesheets. You’ll see how quotations and sales orders can be created from CRM opportunities, how customers can view and communicate on sales documents through the portal, and how Helpdesk tickets can be linked to sales orders. The lesson also explains how service product configuration can create projects, tasks and timesheet links from confirmed sales orders. In this video: How Sales integrates with CRM opportunities How to create quotations from an opportunity How multiple quotations and sales orders can link to one opportunity How website orders appear in the Sales module How customers use the Customer Portal How customers can view orders, invoices and delivery information How portal messages appear in the sales order chatter How Helpdesk tickets can link to sales orders How ticket timesheets update delivered service hours How service products create projects and tasks How Sales connects with Project, Timesheets and Planning How Odoo 18 supports improved sales communication and mobile working