Leads

odoo CRM

 
 

Veröffentlicht am 01.04.2020

odoo Implementation Schweiz - giordano.ch

 

https://www.giordano.ch/produkte/odoo

http://www.odoo-solution.com/

https://www.odoo-software.com

 

Weitere Informationen

https://www.giordano.ch/produkte/odoo

https://www.giordano.ch/produkte/odoo/schweizer-adaption

odoo

 

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