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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...
How to prioritize and lead in Odoo
When passing your Leads through Sales funnel it is must have feature to prioritize the leads and spread to your sales team. Sales team will put efforts based on the priorities and get the customer inside business cycle. So to do this navigate to Sales>>...
How to tag area of business interest to Lead in Odoo
Imagine you have 30,000 leads from Spring Promotions and you dont have track over demography of them then it is very hard to take any decision. Function allow you to understand the type of customer, this helps when utilising the marketing efforts. Navigation...
How to record meeting notes with lead in Odoo
Schedule meetings and Schedule a log call allows users to record incoming calls from customers, as well as schedule calls to be made to customers. Calls can be converted to opportunities, meetings can be scheduled from calls, and call backs can be scheduled from...