CRM Pipeline analysis report is perfect for the sales manager to periodically review the sales pipeline with relevant sales Teams. Simply by accessing this basic report you can get a quick overview of your actual sales performance. As a manager, it is necessary to regularly monitor your team’s performance to make proper decisions for the […]
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 […]
The forecast menu available under the Reporting tab of the Odoo CRM module helps you to gain knowledge about the upcoming revenues and help in forecasting future dealings with the customer.#odoo15crm CRM Forecasting Report is generated by applying the following filters on Opportunities.#odoo15enterprise * Upcoming Closings * My Pipeline * Expected Closing per month This […]
Tags are unique identifiers that work like keywords or labels that help you to categorize your works as well as make objectives and goals clearer and available for everyone instantly. In CRM we can classify and analyze leads and opportunities using tags. Tagging lets you get the information you need in an organized format and […]
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 […]
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). #odoo15enterprise Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The […]
The landed cost feature in Odoo 15 allows to include additional costs (shipment, insurance, customs duties, etc.) into the cost of the product. Video Content: #odoo15inventory 0:00 Introduction to Landed Costs in Odoo 15 0:53 – Set Costing Method and Inventory Valuations method for Products 3:35 – How to Activate Landed Costs in Odoo 15 […]
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 […]
This video explains ‘Activity creation and scheduling Odoo 15 CRM’. Planning activities are the perfect way to keep on track with your work. Video Content: #odoo15crm 0:00- Introduction 1:12 – How to schedule activities in Odoo CRM 2:45 – Plan a meeting in Odoo 15 CRM 5:04 – Color Indication to track Scheduled Activities 6:03 […]
Commission plans can be created and assigned to customers depending upon their performance and partner level. #odoo15crm After installing CRM go to the app store and install the modules ‘Resellers’ and ‘Resellers Commissions For Subscription’ by removing the Apps filter. Now go to CRM – Configuration and you can find Resellers with 3 menus: Partner […]
