In Business as many of the leads are refered from company and other partners in Odoo to track Leads and their related company we have below feature. On Navigation to Sales>> Sales>> Leads you will find Subject of the lead and company name also. Here we...
At Lead stage the information collected from sources are the first hand information which is always refered in the customer relationship management process. You can access Lead related data for any opportunity from the system by following this Navigation Sales>>...
Based on interactions held and reference sources a sales person can update logs, meetings with the prospect. These steps once completed lead can be updated with percentage chances of doing business with the organisation. Navigation Sales>> Sales>> Leads-...
Beginning Odoo (former OpenERP) is a collection of web based open source business apps. With Odoo you manage below operations: Can boost your sales like CRM, POS, Sales, Subscriptions Run your operations better like Projects, Inventory, Purchase, Manufacturing Improve...
In Odoo we can see how many times sales has been done with a customer and what is the sales volume. This gives a better understanding of customers purchase pattern, later used in marketing initiatives. Navigate from Sales>> Sales>> Customer and then Sales...
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...