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Odoo Accounting Introduction: From Invoices to Payments
Done
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Odoo Sign: Electronic Signature made easy
Done
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Ease your HR process with leaves management system
Done
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Odoo Expenses: From a photo on your mobile to the expense report
Done
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Odoo Bank Statement Synchronization: status & new features
Done
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Odoo Mass Mailing: The improved user interface
Done
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Excellence in customer service: efficient customer rating & feedback loop
Done
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Import, Export and Mass Update: Tips and tricks
Done
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Odoo Timesheet: Discover the new grid view
Done
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Manage services companies like a pro: project forecasts
Done
An introduction to Odoo CRM
Location: Discovery / Foyer Royal
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10/5/16, 2:30 PM
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10/5/16, 2:50 PM
(Europe/Brussels)
(20 minutes)
How to manage the CRM efficiently ? From the lead to the sales, discover how Odoo can help you in your pipeline flow. The lead created from the contact form is converted to opportunity. All your opportunities are managed in your pipeline which is organized into activities to do.
The emphasis will be on the new activity management system. This new feature is used to achieve activities like email, phone call, ... on time. Discover how to configure and use activities.