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How to add new stake holder for notification CRM transition in Odoo
When the Opportunity holds interest of top level officials or executives from other companies then you can include them in all notification related to progress of opportunity. This once updated, all details such as meetings, calls, Email communication in a loop...
How to an Opportunity to a sales quote in Odoo
When an opportunity is won and quotation process are kicked off. Odoo has given the button Convert to Quotation that automatically takes customer name and creates a draft quotation with out products in the orderline. Navigate from Sales>> Sales>>...
How to convert an Opportunity to a Mark won in Odoo
When an opportunity is won and quotation process are kicked off but you have to change opportunity to customer. Odoo has given the button: Mark won: that automatically changes the opportunity to customer. Navigate from Sales>> Sales>> Opportunities- mark...
How to convert an Opportunity to a Mark lost in Odoo
When an opportunity is available in the system and after repeated efforts when it is lost from Sales perspective, sales person can make it as Lost. When Opportunities are lost they are sent to Lost stage. Navigation guide Sales>> Sales>> Opportunity. This...
Set up Odoo to record Expected revenue and closure opportunities
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...
How to record call logs in ERP for an Opportunity
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...