Client Relationship Management, which is the most significant piece of a business, is streamlined with the Odoo CRM framework. Odoo CRM is a blend of 8 Apps and Plugins. For productive administration of client connection, you should introduce all the accompanying Apps/Plugins. Video Contents 00:00 Introduction 00:53 How to Create a Lead in Odoo 13 […]
Stages in Odoo 13 CRM 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). Odoo coordinates Customer Management module alongside these procedures to achieve compelling Customer […]
Odoo 13 Features-Send SMS Directly from Leads and Opportunities in CRM SMS message has a Powerful Impact on the customers. In Odoo 13 we can directly send Sms from the leads and opportunities. Thus the marketing operation becomes easier. #odoofeatures #odoocommunity #odoo More video, Subscribe to our YouTube channel. Visit our company website: Connect with […]
Many require documents or details to be attached for the identified leads. This odoo module allows you to attach any number of documents in the CRM leads. ℹ️ App link: The attachment can be a file or any URL. The uploaded documents can be viewed and downloaded later. Document Attachments in CRM Efficiently manages CRM […]
Planning activities is the perfect way to keep on track with your work. Get reminded of what needs to be done and schedule the next activities to undertake. Your activities are available wherever you are in Odoo. It is easy to manage your priorities. For Odoo Customization Visit – #Odoo #Sales #CRM