Veröffentlicht am 01.04.2020
odoo Implementation Schweiz - giordano.ch
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Learn everything you need to grow your business with Odoo, the best management software to run a company at https://www.odoo.com/slides
In this video, learn how leads work in Odoo, to convert your leads into customers!
Other lessons related to this video:
- CRM Basics and Pipelines: https://www.odoo.com/r/uy4
- Sales Teams: https://www.odoo.com/r/Rb9
- Lead Generation: https://www.odoo.com/r/DWIc
Need more information about Odoo apps?
https://www.odoo.com/documentation/user/
Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at https://www.odoo.com/
Inhalt
00:00:00
how to manage leads, difference of leads and opportunities
00:01:20
crm pipeline, configuration, settings, activate “leads”, check top leads,
filter my leads, switch to canban view
00:02:10
create a new lead, title for lead, company name, e-mail, add to sales person,
add a tag, note, save
00:02:50
convert lead to opportunity, merge with existing opportunity, create new
costomer, create opportunity, check change in the chatter
00:03:50
configuration, sales team, check the option “leads”, create new lead, save and
convert to an opportunity, merge with existing opportunity, add another
opportunity to merge, merge different opportunity – all information from all
opportunities are still saved an merged one
00:07:15
send e-mail to sales team and create opportunity, check out all information:
Subject of e-mail is the title, body of e-mail is saved in the chatter
Leads