CRM setup in OpenERP

IMPORTANT: Only apply if you have experience with OpenERP,

if this is not clearly articulated in your proposal it will

be rejected immediately!

step 0 initial setup

categories: client, prospect, associate and

products: Newsletter, Client Memo, Survey, Birthday card

the lists need to be able to be modified

items to be added/removed

1 add a contact

categorize it

the contacts have the following details to be filled out


First name


Company name

Dealer Group (eg AMP

Address 1

Address 2







Web address

Category (this field depends on the TYPE):

- for Client: A,B,C,D

- for Prospect: 25%, 50 % 75%

- for Associate: (to be defined) eg.: IT provider, News writer

the above categories have to be able to be edited, elements

added/removed for each

the system should offer the appropriate category based on the type selected when

started the entry of the contact

in case of a prospect need to be able to identify what products they

are interested in (they can be interested in more than one - eg.

tickboxes or a list to fill with the predefined categories )

2 Contact record

For each client, prospect, associate

we need to record

Notes for each phone call & meetings

If possible emails sent and received

Dates for follow up actions – if

possible the follow ups are placed

into our personal calendars.

3 Reports

The type of reports we need to view include

List of clients by product.

List of clients by rating

List of prospects by rating

List of prospects by product interest

Skills: CRM, Python

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