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 […]
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 […]
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 […]
