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How to allocate a Salesperson to a lead in Odoo

Posted 2 years, 4 months and 3 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 to relate Lead to a company in Odoo

Posted 2 years, 4 months and 3 days ago

In Business as many of the leads are refered from company and other partners in Odoo to track Leads and their related company we have below feature. O ...

How to record meeting notes with lead in Odoo

Posted 2 years, 4 months and 14 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. Cal ...

Record lead information in Odoo and manage calls

Posted 2 years, 4 months and 14 days ago

Leads are mass events that could become a sale. Leads in odoo is a net to catch bulk possible sale leads, without dedicating sales staff to every lead ...

How to set up phases in Lead qualification

Posted 2 years, 4 months and 14 days ago

In Odoo there is flexible stages option that you can use in your CRM cycle. Leads can have several stages and it also can be added or removed over tim ...

How to create Leads in Odoo ERP

Posted 2 years, 4 months and 14 days ago

CRM process includes but not limited to sales leads coming into the ERP system, identifying opportunities from the leads, quoting process, and the sal ...

Web based CRM for SME'S

Posted 2 years, 4 months and 20 days 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 ...

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