KTree-Magento-SugarCRM-Talend-Connector : Tested environment : Talend ESB v6.1.0 Magento version : v1 , SOAP API version : v1 SugarCRM Version : 7.6.1.0 , SOAP API version : v2. Tested Environment: ...
How to add new stake holder for notification CRM transition in Odoo
When the Opportunity holds interest of top level officials or executives from other companies then you can include them in all notification related to progress of opportunity. This once updated, all details such as meetings, calls, Email communication in a loop...
How to make a lead dead in CRM cycle in Odoo
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 stage.You can refer to screengrab for more information.
Web based CRM for SME’S
CRM Lifecycle Features of CRM module in Odoo are listed below: Easy to use CRM with Lead and Request for Quotation features. Multiple email triggering in RFQ to associated manager. Multiple level state implementation in Request for Quotation with respect...
What is CRM
What is CRM? Customer relationship management (CRM) refers to the practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer life-cycle,with the goal of improving business relationships with...