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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
How to make a lead dead in CRM cycle in Odoo
We can make Leads in odoo as dead from your CRM cycle by following these quick steps.Navigate to Sales>> Sales>> Leads – stages and click on Dead stage.You can refer to screengrab for more information.
How to create opportunities in Odoo ERP
When there are existing customer with request to repeat previous purchase or want to buy other set of product/services from you, You can alswas go ahead and create opportunity which falls below the layer of leads in the CRM funnel. Navigate to Sales>>...
How to record lead Email, phone and fax details in Odoo
Leads are provided with basic information as Phone number etc, but once leads are interested in the products/ services they tend to share more information that can be organised and store in odoo. Navigation- Sales>> Sales>> Leads- Contact detailsPlease use...