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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 ...

How to allocate a Salesperson to a lead in Odoo

Updated 29 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 29 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 29 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 29 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 29 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

Updated 29 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 an Opportunity to a sales quote in Odoo

Updated 29 days ago

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 29 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 29 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 ...

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