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How to create Sales teams and team leads in Odoo

Posted 2 years, 4 months and 3 days ago

When there are different kind of channels for sales such as Direct, website e-store etc. Sales team also can be re-ordered to required needs. Sales gl ...

How to create products in Odoo for Sales process

Posted 2 years, 4 months and 3 days ago

Create products by following the below navigation from Sales menu go to Products sub menu. From Products sub menu access All products and create your ...

How to create Sales Invoice On Demand and On Delivery order In Odoo

Posted 2 years, 4 months and 3 days ago

In a scenario where invoices are to be available on demand, say the customer is asking invoice before the shipment at those times it is must to have i ...

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 you can access lead data for a converted opportunity in Odoo

Posted 2 years, 4 months and 3 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

Posted 2 years, 4 months and 3 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

Posted 2 years, 4 months and 13 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

Posted 2 years, 4 months and 13 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 add new stake holder for notification CRM transition in Odoo

Posted 2 years, 4 months and 13 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 ...

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