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How to convert an Opportunity to a Mark lost in Odoo

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...

How to record call logs in ERP for an Opportunity

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

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

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.