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

Updated yesterday

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 track volumes of business done with customers In odoo

Updated yesterday

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 yesterday

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

Updated yesterday

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 an Opportunity to a sales quote in Odoo

Updated yesterday

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 yesterday

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 ...

How to convert an Opportunity to a Mark lost in Odoo

Updated yesterday

When an opportunity is available in the system and after repeated efforts when it is lost from Sales perspective, sales person can make it as Lost. Wh ...

Set up Odoo to record Expected revenue and closure opportunities

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To allocate customer properly to sales person/team and assign marketing efforts, revenue sizes and conversion percentage is updated against each oppor ...

Steps to plan your Annual Inventory Forecasts in Odoo Part2

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Planning for the future IT Form Master Planning form PF Permission Fiscal Year Planning Configuration Reporting Creation of Budget Configuration ...

Steps to setup the Human Resources module in Odoo(HR features,Employee creation&Departments)

Updated yesterday

Steps to setup the Human Resources module in Odoo Part-1 Human resource features at a glance Creating an employee Departments Lea ...