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 pertaining to single customer. Navigate to Sales>> Payment follow-ups>> My follow ups Use below screen grab for...
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...
When an opportunity is won and quotation process are kicked off. Odoo has given the button Convert to Quotation that automatically takes customer name and creates a draft quotation with out products in the orderline. Navigate from Sales>> Sales>>...
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: that automatically changes the opportunity to customer. Navigate from Sales>> Sales>> Opportunities- mark...
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. When Opportunities are lost they are sent to Lost stage. Navigation guide Sales>> Sales>> Opportunity. This...
To allocate customer properly to sales person/team and assign marketing efforts, revenue sizes and conversion percentage is updated against each opportunities. To use this odoo features please navigate to Sales>> Sales>> Opportunity Please refer below...