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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 create Leads in Odoo ERP

Updated 8 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 ...

How to set up phases in Lead qualification

Updated 8 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 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 create Sales teams and team leads in Odoo

Updated 21 day 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

Updated 21 day 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

Updated 21 day 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

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 to relate Lead to a company in Odoo

Updated 21 day 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

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 ...