Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal (receipt age and installment). #odoo15enterprise Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The […]
The landed cost feature in Odoo 15 allows to include additional costs (shipment, insurance, customs duties, etc.) into the cost of the product. Video Content: #odoo15inventory 0:00 Introduction to Landed Costs in Odoo 15 0:53 – Set Costing Method and Inventory Valuations method for Products 3:35 – How to Activate Landed Costs in Odoo 15 […]
In Odoo we can use some lead generation rules to convert visitors to our website into leads. We can extract information about the visitors of our website based on their IP addresses. To create these rules first activate ‘Visit to lead Rules ‘ from CRM configuration – settings. Buy enough credits and create a new […]
This video explains ‘Activity creation and scheduling Odoo 15 CRM’. Planning activities are the perfect way to keep on track with your work. Video Content: #odoo15crm 0:00- Introduction 1:12 – How to schedule activities in Odoo CRM 2:45 – Plan a meeting in Odoo 15 CRM 5:04 – Color Indication to track Scheduled Activities 6:03 […]
Commission plans can be created and assigned to customers depending upon their performance and partner level. #odoo15crm After installing CRM go to the app store and install the modules ‘Resellers’ and ‘Resellers Commissions For Subscription’ by removing the Apps filter. Now go to CRM – Configuration and you can find Resellers with 3 menus: Partner […]
While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. While in your pipeline, select any opportunity you want and you will see a Lost button. You can then […]
Inventory valuation refers to how you value your stock. It’s a very important aspect of a business as inventory can be the biggest asset of a company. An inventory valuation of a company helps to know the monetary value for items in their inventory. To ensure reliable financial records on inventory reports, careful calculation of […]
This video explains how sales teams are created in Odoo 15 and the generated leads/opportunities are assigned to a sales team. When you expand the business you will find that you need additional people to manage specialists’ jobs and it’s challenging to manage salespersons. Odoo allows us to create and manage sales teams. A sales […]
A well-structured sales pipeline is crucial in order to keep control of your sales process and to have a 360-degrees view of your leads, opportunities, and customers.#odoo15crm The CRM sales pipeline is a visual representation of your CRM sales process, from the first contact to the final sale. It refers to the process by which […]
In this video, we will discuss how to convert your leads to business opportunities in Odoo 15. #odoo15crm In Customer Relationship Management opportunity management is the key to success. We can create an opportunity once we start a sale deal discussion with a customer. The stage changes when our discussion progresses and we can say […]