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How to convert an Opportunity to a Mark lost in Odoo

Updated 1 month and 13 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 1 month and 13 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 1 month and 13 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 1 month and 13 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> ...

How to make a lead convert to opportunity for Sale in Odoo ERP

Updated 1 month and 13 days ago

After meeting(s) with prospective Lead when sufficient information are extracted Sales person converts them in to opportunity. This takes the Record f ...

How to make a lead dead in CRM cycle in Odoo

Updated 1 month and 13 days ago

We can make Leads in odoo as dead from your CRM cycle by following these quick steps. Navigate to Sales>> Sales>> Leads – stages and click on Dead sta ...

How to create opportunities in Odoo ERP

Updated 1 month and 13 days ago

When there are existing customer with request to repeat previous purchase or want to buy other set of product/services from you, You can alswas go ahe ...

How to record lead Email, phone and fax details in Odoo

Updated 1 month and 13 days ago

Leads are provided with basic information as Phone number etc, but once leads are interested in the products/ services they tend to share more informa ...

How to prioritize and lead in Odoo

Updated 1 month and 13 days ago

When passing your Leads through Sales funnel it is must have feature to prioritize the leads and spread to your sales team. Sales team will put effort ...

How to tag area of business interest to Lead in Odoo

Updated 1 month and 13 days ago

Imagine you have 30,000 leads from Spring Promotions and you dont have track over demography of them then it is very hard to take any decision. Functi ...

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