Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
The forecast menu available under the Reporting tab of the Odoo CRM module helps you to gain knowledge about the upcoming revenues and help in forecasting future dealings with the customer.#odoo15crm CRM Forecasting Report is generated by applying the following filters on Opportunities.#odoo15enterprise * Upcoming Closings * My Pipeline * Expected Closing per month This […]
Tags are unique identifiers that work like keywords or labels that help you to categorize your works as well as make objectives and goals clearer and available for everyone instantly. In CRM we can classify and analyze leads and opportunities using tags. Tagging lets you get the information you need in an organized format and […]
In any business getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from the database. So it is an addition to leads generated through websites or direct contact. So we can target leads based on some criteria like country, size of the company, industry […]
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 […]