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How to create Leads in Odoo ERP

Updated today

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 today

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 relate Lead to a company in Odoo

Updated today

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...