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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 ...

How to create Leads in Odoo ERP

Updated 9 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 9 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 ...

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 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 to relate Lead to a company in Odoo

Updated 22 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

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 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 convert an Opportunity to a Mark won in Odoo

Updated 22 days ago

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 ...