Manufacturing Lead Time: This refers to the expected amount of time needed to create a product. This lead time does not account for the routing time and is independent of the quantity to be produced. #odoo16 #odoofunctionalvideos #odoomanufacturing Customer Lead Time: This is the time frame that you specify as the default. So, today plus the customer […]
The Customer Lead Time is the time needed for your product to go from your warehouse to the customer’s place. It can be configured on any product by going to Sales ‣ Products ‣ Products. There, open your product form, go to the inventory tab, and add your Customer Lead Time. #odoosales Manufacturing lead time is the time […]
A person or business showing concern for the company’s services or products is a lead, acting as an unqualified sales opportunity or the beginning point of a record in a CRM. Video Chapters 00:00 – What is periodically assign lead based in rules 01:01 – How to periodically assign leads based on rules #odoo16 #odoofunctionalvideos […]
In Odoo 16 CRM, forwarding a lead or opportunity to a partner allows you to delegate the responsibility of managing that lead or opportunity to another person or team within your organization. There are several reasons why you might want to forward a lead or opportunity to a partner: Specialization Geographic Coverage Capacity and Workload […]
Lead management is a primary task for most companies to increase sales growth. Merging documents is necessary in a firm’s case of duplicate files. #odoo16crm In some instances, there may be duplicate lead files regarding specific areas. By imparting ERP software, the merging of files becomes an easy process. #odoocrm You can merge various leads […]
Having leads is the major step in any business process. This will help in determining with whom business should be done and with whom marketing should be continued. #odoo16 #odootutorials In Odoo, leads can be generated from all aspects. As the module is integrated with other modules, the information from the website module can be […]
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 […]
How to create lost reasons in odoo 13 CRM? 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. Opportunities may lose while […]
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 […]
Convert Leads to Opportunities in Odoo 13 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 […]