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Odoo 14 CRM: 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 […]
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 […]
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 […]
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 […]
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 the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental […]
This video explains ‘How to Create Activity Types in Odoo14 Community’. When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team […]
Odoo 14 brings up a new spreadsheet tool in a pivot view to generate regular reports based on the database that is automatically updated. Using this tool you can improve your business by inserting data in a pivot view to a spreadsheet. In the CRM module, we have a pipeline analysis report ie.CRM Sales analysis […]
Compare Odoo CRM vs Sugar CRM Video Contents: 0:00 Introduction 0:31 Odoo Overview 5:48 User interface of SugarCRM 8:00 Odoo Leads 10:28 Create a new lead in SugarCRM 13:21 Create a new lead in Odoo CRM 22:23 Odoo pipeline – Opportunity 29:55 Contacts in SugarCRM 30:46 Contacts in Odoo CRM 36:18 Report in SugarCRM 36:30 […]
How to Add Rental Orders in Odoo 14 CRM? Odoo 14 is brought up with a new feature of adding Rental Orders. In the CRM module within the opportunity created one can see the button called ‘ New Rental’ with which one can add the particular product to create the rental orders, in short, it […]
