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How to allocate a Salesperson to a lead in Odoo

Updated 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

Updated 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

Updated 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

Updated 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 record follow up history for customers in Odoo

Updated 3 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 3 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 ...

How to convert an Opportunity to a Mark lost in Odoo

Updated 3 days ago

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

Updated 3 days ago

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

How to tag referee to a lead in Odoo

Updated 3 days ago

Leads who are referred by colleagues, family and friends are shown in the form under Extra info. You can apply these information to get better convers ...

How to activate or deactivate a lead in Odoo

Updated 3 days ago

Odoo feature for Leads also inclue activate or deactivate option of leads. You can make Leads active or deactivate by following this navigation Sales> ...