Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
Odoo 18 offers robust email functionality that you can leverage within your website to engage with users effectively. Here are the primary methods to send emails from your Odoo 18 website: 1. Using Odoo’s Built-in Mail Templates: * Create a Mail Template: * Navigate to Settings — Technical — Mail Templates. * Click “Create” to […]
Clean Up Your Contact List: A Guide to Deduplication in Odoo 18 Keep your contact database organized and efficient with Odoo 18’s powerful deduplication tool. This video will show you how to identify and merge duplicate contacts, ensuring a clean and accurate contact list. Key Topics Covered: Understanding Duplicate Contacts Accessing the Deduplication Menu Configuring […]
Odoo’s CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency. Here’s a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM: Creating a New […]
In Odoo 18 CRM, converting a promising opportunity into a formal quotation is a crucial step in the sales process. This guide will walk you through the simple process of converting opportunities into quotations. Steps Involved: Identify the Ready Opportunity: Review your pipeline and identify opportunities that have reached the ‘Qualified’ or ‘Proposal Sent’ stage. […]
In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]
Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]
