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How to create Leads in Odoo ERP

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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

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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...

Record lead information in Odoo and manage calls

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Leads are mass events that could become a sale. Leads in odoo is a net to catch bulk possible sale leads, without dedicating sales staff to every lead...

How to record meeting notes with lead in Odoo

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Schedule meetings and Schedule a log call allows users to record incoming calls from customers, as well as schedule calls to be made to customers. Cal...

How to tag area of business interest to Lead in Odoo

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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...

How to prioritize and lead in Odoo

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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 record lead Email, phone and fax details in Odoo

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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 create opportunities in Odoo ERP

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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 make a lead dead in CRM cycle in Odoo

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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 make a lead convert to opportunity for Sale in Odoo ERP

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