Are duplicate records slowing down your sales team or causing customer confusion? This comprehensive Odoo 18 CRM tutorial is your solution! We’ll show you exactly how to “Merge Similar Leads and Opportunities” to keep your sales pipeline clean, accurate, and efficient.
You’ll discover:
How Odoo 18 automatically detects similar leads/opportunities based on contact info.
A step-by-step process is used to compare and confirm duplicate records.
The simple way to merge multiple leads/opportunities at once.
Key considerations and scenarios for when NOT to merge records (e.g., lost leads, different contacts in the same organisation).
Best practices for maintaining data integrity and preventing wasted efforts.
Consolidate your customer data, improve sales visibility, and ensure your team is always working with the most up-to-date information. Watch now to optimise your Odoo CRM!
🔔 Don’t forget to like, comment, and subscribe for more Odoo 18 CRM tips & tutorials!
#Odoo18 #Odoo18CRM #Odoo18Tutorials #OdooCRM #Odoo18NewFeatures #OdooTips #OdooTraining #CRMManagement #OdooERP #MergeLeadsOdoo #OdooCRM #OdooTutorial #Odoo18NewFeatures #CRM #LeadManagement #OpportunityManagement #Odoo18Tips #SalesEfficiency #BusinessSoftware #ERP #CRMTips #DataHygiene #OdooTraining #NewRelease #ProductivityHacks
Connect With Us:
—————————————
➡️ Website:
➡️ Email: info@cybrosys.com
➡️ Twitter:
➡️ LinkedIn:
➡️ Facebook:
➡️ Instagram:
➡️ Pinterest:
#Merge #Similar #Leads #Opportunities #Odoo #CRM #Odoo #CRM #Tutorials #Odoo #Tutorial