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How to manage leads from Kanaban view in Odoo CRM?

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 »

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How to create a leads record in Odoo CRM?

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 »

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CRM reports in odoo crm?

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 »

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How to use advanced search option in odoo or openerp?

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.

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How to schedule a meeting in odoo crm or openerp crm?

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:

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How to send email to a lead in odoo crm or openerp crm?

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 »

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How to convert a lead into opportunity in odoo crm or openerp crm?

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 »

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How to create lead record in odoo crm or openerp crm?

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 »

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How to create marketing channels and marketing campaigns in Odoo or OpenERP CRM?

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