Kanban View: Kanban is a Japanese word. It means “card”. The leads information will be displayed in the form of cards where you can change the status or stage of the lead by dragging from one stage to another and the information will get updated automatically. Maintaining leads from “Kanban View” Sales>Opportunities From this single… Read more »
How to create a lead record in Odoo CRM Create Leads Odoo CRM provides a variety of options to be maintained in CRM lead form. Here you can mention different options which give an almost clear picture about lead. You can view the existing leads and create new leads from Sales>Leads In the above window,… Read more »
CRM reports Finally, check the quality of sales team by: • assessing the average time taken to respond to a customer request; • determining the number of prospects created by salesperson. Step 1: CRM Dashboard The following is the default reports which will be displayed in the CRM Dashboard. You can change the way the Graph… Read more »
Advanced Search: From the advanced search you can search the data with the particular field values and add it to the Dashboard. In the following window you can see different options available for selection. The following is the window which shows the options related to the dashboard.
Schedule Meetings: When you click on the “Meeting” button the following Calendar view will be displayed from where you can select a date and setup a meeting on that date. When you click on any date, the following form will be displayed:
Schedule/Log Calls When you click on “Schedule/Log Call” you will see the following window. From this form you can “Log a call” or “Schedule a new call” When you click on the “Schedule a new call” the following form will be displayed:
Sending Email: If you wish to send email to the lead, you need to click on the “Send Email” option. The following form will be opened. The followers of that lead and you can add more recipients here. You can edit the lead data by clicking on the Kanban Card or by selecting the edit… Read more »
Opportunities Kanban View: Maintaining leads from “Kanban View” Sales>Opportunities From this single window you can manage all your CRM activities from creating a new lead to creating a Quotation. When you click on the down phasing arrow which is on the Kanban Card you will see the drop down menu. From the above drop down… Read more »
Create leads You can view the existing leads and create new leads from Sales>Leads In the above window you can view the list of leads created with column names “Creation Date”, “Subject”, “Customer Name”, etc. We can create new lead from Sales>Leads>Create Button When you click on the create button. You will find the following… Read more »
Channels You can view and create “Channels” from Sales>Configuration>Leads and Opportunities>Channels Sales>Configuration>Leads and Opportunities>Channels>Create Campaigns You can view and create “Campaigns” from Sales>Configuration>Leads and Opportunities>Campaigns Sales>Configuration>Leads and Opportunities>Campaigns>Create
Sales Stages in Odoo CRM. You can view and create “Stages” from Sales>Configuration>Leads and Opportunities>Stages Sales>Configuration>Leads and Opportunities>Stages>Create Sales Tags. You can view and create “Sales Tags” from Sales>Configuration>Leads and Opportunities>Sales Tags Sales>Configuration>Leads and Opportunities>Sales Tags>Create
Sales Teams You can view and create “Sales Teams” from Sales>Configuration>Sales Teams Sales>Configuration>Sales Teams>Create
Recent Comments