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How to record call logs in ERP for an Opportunity

Updated 9 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 ...

Web based CRM for SME'S

Updated 21 day ago

CRM Lifecycle Features of CRM  module in Odoo are listed below: Easy to use CRM with Lead and Request for Quotation features. Multiple email tr ...

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

Updated 21 day 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 ...

What is CRM

Updated 21 day ago

What is CRM? Customer relationship management (CRM) refers to the practices, strategies and technologies that companies use to manage and analyze c ...

How to allocate a Salesperson to a lead in Odoo

Updated 22 days 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 22 days 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 22 days 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 22 days 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 22 days 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 22 days 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 ...