Hi,
I created a number of new leads with the relevant information including some internal notes. However, I've just noticed that when I go back into the individual leads the information is gone i.e. address & internal notes are blank.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Boekhouding
- Voorraad
- PoS
- Project
- MRP
Deze vraag is gerapporteerd
1
Beantwoorden
4665
Weergaven
Leads are temporary records that turn in to opportunities related to new or existing customers.
Check out the documentation:
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
Aanmelden| Gerelateerde posts | Antwoorden | Weergaven | Activiteit | |
|---|---|---|---|---|
|
1
apr. 23
|
4134 | ||
|
2
sep. 18
|
3726 | ||
|
6
mei 24
|
11034 | ||
|
0
jan. 17
|
3753 | ||
|
0
jun. 16
|
4206 |
Also, It would be great if somebody could explain the workflow regarding leads orpoint me to an up to date tutorial. It's a little confusing when I use "Leads" to add customer info only to find the info is added to "Customers" but "Leads" remain empty.
Anyone got ideas?