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 […]
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 […]