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How to record call logs in ERP for an Opportunity

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For clearing communication among teams and to see past transaction history, Odoo has give the feature that enables user or record Call logs for opport...

Set up Odoo to record Expected revenue and closure opportunities

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

How to convert an Opportunity to a Mark lost in Odoo

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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...

How to convert an Opportunity to a Mark won in Odoo

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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 an Opportunity to a sales quote in Odoo

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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 add new stake holder for notification CRM transition in Odoo

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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 record follow up history for customers in Odoo

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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 you can access lead data for a converted opportunity in Odoo

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At Lead stage the information collected from sources are the first hand information which is always refered in the customer relationship management pr...

What is CRM

Updated 1 month and 3 days ago

What is CRM?Customer relationship management (CRM) refers to the practices, strategies and technologies that companies use to manage and analyze c...