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How to record meeting notes with lead in Odoo

Posted 2 years, 2 months and 25 days ago

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 incoming calls as well.

The following screenshot displays the interface to log phone calls which can be converted to opportunities.

Navigation guide Sales> Sales> Leads> Schedule a call.


 


 

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