Membership is something that some business firms or other organizations introduce to help the customers and to ensure long term relationship with the customers. A customer can be a member of a business venture to avail of special offers and other benefits. Managing members manually is a tough task for any business. It creates difficulty […]
Odoo 14 has introduced a spreadsheet reporting feature that will help the user to improve the business to the next level. This feature allows users to create reports that are automatically updated without worrying about exporting data. It drags data from your system and generates reports. Reports can be generated on different topics including sales […]
Notes are an important aspect of a company’s operations as these would be used to describe, store and pass on important information aspects of the company operations. The Odoo platforms notes module helps the users to create and manage all the notes and their operations. In addition, as the aspects operate digitally there is zero […]
Employee recruitment is a hectic process and the users have to process various applications, verify their background, what kind of a person is the candidate, his law-abiding history, career growth, and many other aspects. Thus it’s always better for the companies to hire the employee based on the referrals being provided. These referrals may be […]
When our business expands, keeping track of the demands and serving clients becomes more and more difficult. More customers experience greater profit, but maintaining relationships with each one becomes extremely difficult. In increasing customer loyalty and maximizing company performance, successful customer engagement plays a crucial role. In every company enterprise, a well-structured ERP will reinforce […]
At times, there can be a situation of selling a unique set of products in a shop. But each time adding this product to the quotation demands an ample amount of time from the executor. To eradicate this problem, Odoo is embedded with an option called Quotation templates, where one can seamlessly create quotations and […]
Internal communication and information exchange is one of the backbones of a company’s growth. The new Odoo 14 has a discussion module that will act as a platform for the discussion on various aspects of company operations. In addition, an integrated module with access from all corners of the business will be a reliable tool […]
An informative and planning calendar will provide the companies to have effective schedule management and planning to be done effectively in the various aspects of company operations. The Odoo platform has allocated separate calendars module which allows the users to plan the activities, schedule meetings, task, and operational aspects allowing the users to manage monitor […]
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. Mark a lead as lost While in your pipeline, select any opportunity you want and you will see a […]
Convert Leads to Opportunities in Odoo 14 CRM: Opportunity is a certified lead. The particular arrangement has met certain criteria and shows a high incentive to the business, or a high likelihood of closing, you have to get enough subtleties from your visitors. On the off chance, it matches with your business intrigue, you can […]
