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How to record call logs in ERP for an Opportunity

Updated 8 days ago

For clearing communication among teams and to see past transaction history, Odoo has give the feature that enables user or record Call logs for opport ...

How To Scale Magento With Integration Tools

Updated 13 days ago

Extend, add-on or replace core functionality of Magento with powerful third-party integration tools. ​The fact that you are using Magento for your on ...

How to add new stake holder for notification CRM transition in Odoo

Updated 20 days ago

When the Opportunity holds interest of top level officials or executives from other companies then you can include them in all notification related to ...

How to allocate a Salesperson to a lead in Odoo

Updated 21 day ago

When a lead becomes interesting it is ideal to tag a sales person for more personal interaction until it turns out to be an Opportunity. In Odoo you c ...

How you can access lead data for a converted opportunity in Odoo

Updated 21 day ago

At Lead stage the information collected from sources are the first hand information which is always refered in the customer relationship management pr ...

How to set up probability percentage to leads in Odoo

Updated 21 day ago

Based on interactions held and reference sources a sales person can update logs, meetings with the prospect. These steps once completed lead can be up ...

How to track volumes of business done with customers In odoo

Updated 21 day ago

In Odoo we can see how many times sales has been done with a customer and what is the sales volume. This gives a better understanding of customers pur ...

How to record follow up history for customers in Odoo

Updated 21 day ago

When there are lot of follow ups to be done for customer engagement or queries in Odoo follow up feature will be helpful that organizes all data perta ...

How to an Opportunity to a sales quote in Odoo

Updated 21 day ago

When an opportunity is won and quotation process are kicked off. Odoo has given the button Convert to Quotation that automatically takes customer name ...

How to convert an Opportunity to a Mark won in Odoo

Updated 21 day ago

When an opportunity is won and quotation process are kicked off but you have to change opportunity to customer. Odoo has given the button: Mark won: t ...