by meanstack | Feb 26, 2016 | ODOO
To allocate customer properly to sales person/team and assign marketing efforts, revenue sizes and conversion percentage is updated against each opportunities. To use this odoo features please navigate to Sales>> Sales>> Opportunity Please refer below...
by meanstack | Feb 26, 2016 | ODOO
For clearing communication among teams and to see past transaction history, Odoo has give the feature that enables user or record Call logs for opportunities as well as Leads. Navigation guide Sales>> Sales>> Opportunities- Schedule/Call logsThis screen...
by meanstack | Feb 25, 2016 | ODOO
Leads who are referred by colleagues, family and friends are shown in the form under Extra info. You can apply these information to get better conversion rate in your leads. Navigation Sales>> Sales>> Leads- Refered by
by meanstack | Feb 25, 2016 | ODOO
Odoo feature for Leads also inclue activate or deactivate option of leads. You can make Leads active or deactivate by following this navigation Sales>> Sales>> Leads- Active checkbox. Please refer following screeshot when applying changes....
by meanstack | Feb 25, 2016 | ODOO
After meeting(s) with prospective Lead when sufficient information are extracted Sales person converts them in to opportunity. This takes the Record from Leads menu to Opportunity menu. Navigation guide Sales>> Sales>> Lead -Convert to...
