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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...
How to tag referee to a lead in 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
How to activate or deactivate a lead in 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.
How to make a lead convert to opportunity for Sale in Odoo ERP
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 opportunity