This video explains how to convert a lead into an opportunity. A lead would increase the probability of establishing a business deal with the customer. #odoo16crm Video Chapters 00:00 Introduction 00:40 Enable the leads 01:16 Open a lead from the leads menu 02:22 Convert to opportunity, merge with an existing opportunity 04:20 Create direct opportunity […]
This video explains how to create a lead. A lead is the first step to a future business deal. #odoo16 Lead generation and its management are important things for a company to be successful. #odoo16crm #odoo16tutorials Video Chapters 00:00 What is a Lead? 01:08 Leads Menu 01:30 Lead Creation 05:25 Go to Configuration Settings 05:36 […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to create lead generation rules in Odoo Events. Events are a great source of leads, so if you’re not using your events as part of your lead generation strategy, you’re […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to generate leads in multiple ways, directly from your Odoo-based website or email. Other lessons related to this video: – Leads: – Lead Enrichment: – 3.b Wins and Losses – […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn about Odoo’s Predictive Lead Scoring feature for prioritizing your leads/opportunities. Other lessons related to this video: – CRM Basics and Pipelines: – 3.b Wins and Losses – Leads: #Predictive #Lead #Scoring […]
This video assists you to know about the creation of Lead Generation and Booth Categories in the Odoo 15 Events module. Video Chapters ————————- 00:00 Introduction to Odoo 15 Event 00:37 Settings 01:37 Configuration – Lead Generation rules 02:07 Create Lead Generation Rule 04:20 Booth Category 05:49 Create Booth The process and creation of events […]
This video explains how to perform lead enrichment to extract details of customers in. Companies may organize different promotional and advertisement programs where the customers come in or contact you. So you only have the chance to acquire the email address which won’t be enough to pursue in the real-time environment. So considering the aspects […]
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 […]
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 […]
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 […]