SlideShare a Scribd company logo
CRM Manage
Leads & Opportunities
ODOO’S CRM
Presented By
Ahmed Abd Alkarim
Odoo Consultant
Introduction
Lead management is the process of tracking and managing prospective
customers.
Odoo CRM is the Customer Relationship Management module within the Odoo
platform. Odoo CRM includes lead management, sales automation, marketing
campaign management, and business reporting features.
Odoo CRM simply tracks the workflow from the starting to the end in a sale.
Contents
 Lead Creation.
 Converting lead into opportunity.
 Pipeline Layout.
 Sending quotation/proposal to qualified leads.
 Competitors Data.
Lead Creation
Converting Lead Into Opportunity
Add the data of the new lead as shown
You Can Save the new lead for later on or you can convert it
to opportunity from here directly
Now you have the choice to create new
customer with the data you entered OR to
Link this opportunity to exiting customer.
Pipeline Layout
Send Quotation
 Go to the lead we have just created.
 Click on “Create Quotation button.
 Add the products/services you want to send.
 Click on "send by email” button to send to the lead inserted email address.
Send Quotation
Competitors Data
As we have created before new lead.
We can do the same to store competitors data & proposals.
We need to add tag “competitor” so we can
filter and differentiate between leads
&competitors later on

More Related Content

What's hot

Odoo Enterprise Resource Planning System
Odoo Enterprise Resource Planning SystemOdoo Enterprise Resource Planning System
Odoo Enterprise Resource Planning System
Fahad Saleem
 
Odoo 15 Sales Management | Enterprise Edition
Odoo 15 Sales Management | Enterprise EditionOdoo 15 Sales Management | Enterprise Edition
Odoo 15 Sales Management | Enterprise Edition
Celine George
 
ODOO FEATURES ,PRICE ,ALTERNATIVES
 ODOO FEATURES ,PRICE ,ALTERNATIVES ODOO FEATURES ,PRICE ,ALTERNATIVES
ODOO FEATURES ,PRICE ,ALTERNATIVES
Dynamic Excel
 
Odoo implementation
Odoo implementationOdoo implementation
Odoo implementation
Odoo Thaidev
 
Digital transformation with Odoo platform
Digital transformation with Odoo platformDigital transformation with Odoo platform
Digital transformation with Odoo platform
Canh Pham
 
Odoo experience 2022
Odoo experience 2022Odoo experience 2022
Odoo experience 2022
Johan De Taeye
 
Odoo ERP from Diamondvision
Odoo ERP from DiamondvisionOdoo ERP from Diamondvision
Odoo ERP from Diamondvision
DiamondVision
 
Odoo crm comparison
Odoo crm comparisonOdoo crm comparison
Odoo crm comparison
erpSOFTapp
 
Product Warranty Management in odoo, set warranty period in days, months, years
Product Warranty Management in odoo, set warranty period in days, months, yearsProduct Warranty Management in odoo, set warranty period in days, months, years
Product Warranty Management in odoo, set warranty period in days, months, years
Axis Technolabs
 
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach food
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach foodOdoo Implementation in Phases - Success Story of a Retail Chain 3Sach food
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach food
Odoo
 
Odoo presentation
Odoo presentationOdoo presentation
Odoo presentation
Hizbul Bahar
 
Odoo 16 Advanced Features
Odoo 16 Advanced FeaturesOdoo 16 Advanced Features
Odoo 16 Advanced Features
Celine George
 
Odoo Sales Strategy 2020
Odoo Sales Strategy 2020Odoo Sales Strategy 2020
Odoo Sales Strategy 2020
Odoo
 
Odoo Functional Training
Odoo Functional TrainingOdoo Functional Training
Odoo Functional Training
Pinakin Nayi
 
Odoo 13 crm manage leads and opportunity
Odoo 13  crm manage leads and opportunityOdoo 13  crm manage leads and opportunity
Odoo 13 crm manage leads and opportunity
PlanetOdoo
 
Odoo Presentasi.pptx
Odoo Presentasi.pptxOdoo Presentasi.pptx
Odoo Presentasi.pptx
Yudi512144
 
Odoo - Vision & Strategy
Odoo - Vision & StrategyOdoo - Vision & Strategy
Odoo - Vision & Strategy
Odoo
 
[V14] Odoo functional training Pinakin Nayi
[V14] Odoo functional training Pinakin Nayi[V14] Odoo functional training Pinakin Nayi
[V14] Odoo functional training Pinakin Nayi
Pinakin Nayi
 
Odoo
OdooOdoo
Configuring Route and Rule in Odoo 15
Configuring Route and Rule in Odoo 15Configuring Route and Rule in Odoo 15
Configuring Route and Rule in Odoo 15
Celine George
 

What's hot (20)

Odoo Enterprise Resource Planning System
Odoo Enterprise Resource Planning SystemOdoo Enterprise Resource Planning System
Odoo Enterprise Resource Planning System
 
Odoo 15 Sales Management | Enterprise Edition
Odoo 15 Sales Management | Enterprise EditionOdoo 15 Sales Management | Enterprise Edition
Odoo 15 Sales Management | Enterprise Edition
 
ODOO FEATURES ,PRICE ,ALTERNATIVES
 ODOO FEATURES ,PRICE ,ALTERNATIVES ODOO FEATURES ,PRICE ,ALTERNATIVES
ODOO FEATURES ,PRICE ,ALTERNATIVES
 
Odoo implementation
Odoo implementationOdoo implementation
Odoo implementation
 
Digital transformation with Odoo platform
Digital transformation with Odoo platformDigital transformation with Odoo platform
Digital transformation with Odoo platform
 
Odoo experience 2022
Odoo experience 2022Odoo experience 2022
Odoo experience 2022
 
Odoo ERP from Diamondvision
Odoo ERP from DiamondvisionOdoo ERP from Diamondvision
Odoo ERP from Diamondvision
 
Odoo crm comparison
Odoo crm comparisonOdoo crm comparison
Odoo crm comparison
 
Product Warranty Management in odoo, set warranty period in days, months, years
Product Warranty Management in odoo, set warranty period in days, months, yearsProduct Warranty Management in odoo, set warranty period in days, months, years
Product Warranty Management in odoo, set warranty period in days, months, years
 
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach food
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach foodOdoo Implementation in Phases - Success Story of a Retail Chain 3Sach food
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach food
 
Odoo presentation
Odoo presentationOdoo presentation
Odoo presentation
 
Odoo 16 Advanced Features
Odoo 16 Advanced FeaturesOdoo 16 Advanced Features
Odoo 16 Advanced Features
 
Odoo Sales Strategy 2020
Odoo Sales Strategy 2020Odoo Sales Strategy 2020
Odoo Sales Strategy 2020
 
Odoo Functional Training
Odoo Functional TrainingOdoo Functional Training
Odoo Functional Training
 
Odoo 13 crm manage leads and opportunity
Odoo 13  crm manage leads and opportunityOdoo 13  crm manage leads and opportunity
Odoo 13 crm manage leads and opportunity
 
Odoo Presentasi.pptx
Odoo Presentasi.pptxOdoo Presentasi.pptx
Odoo Presentasi.pptx
 
Odoo - Vision & Strategy
Odoo - Vision & StrategyOdoo - Vision & Strategy
Odoo - Vision & Strategy
 
[V14] Odoo functional training Pinakin Nayi
[V14] Odoo functional training Pinakin Nayi[V14] Odoo functional training Pinakin Nayi
[V14] Odoo functional training Pinakin Nayi
 
Odoo
OdooOdoo
Odoo
 
Configuring Route and Rule in Odoo 15
Configuring Route and Rule in Odoo 15Configuring Route and Rule in Odoo 15
Configuring Route and Rule in Odoo 15
 

Similar to Odoo CRM Management

Ways to increase sales with Odoo CRM software
Ways to increase sales with Odoo CRM softwareWays to increase sales with Odoo CRM software
Ways to increase sales with Odoo CRM software
Varsha Technaureus
 
Quick Start Tutorial for JobsGroup.net's Niche Sites
Quick Start Tutorial for JobsGroup.net's Niche SitesQuick Start Tutorial for JobsGroup.net's Niche Sites
Quick Start Tutorial for JobsGroup.net's Niche Sites
OllieBoyd
 
Linkedin Lead Generation Form - Best Practices - Jun 2020
Linkedin Lead Generation Form - Best Practices - Jun 2020Linkedin Lead Generation Form - Best Practices - Jun 2020
Linkedin Lead Generation Form - Best Practices - Jun 2020
Shaun Lee Wei Rong
 
Website and seo for lead generation
Website and seo for lead generationWebsite and seo for lead generation
Website and seo for lead generation
George Fedorovici
 
Dynamics AX Fast Sales Quotation
Dynamics AX Fast Sales QuotationDynamics AX Fast Sales Quotation
Dynamics AX Fast Sales Quotation
Julien Lecadou,MSc.
 
Webcast: Intro to LinkedIn Campaign Manager
Webcast: Intro to LinkedIn Campaign ManagerWebcast: Intro to LinkedIn Campaign Manager
Webcast: Intro to LinkedIn Campaign Manager
LinkedIn
 
CRM - Live chat integration: Synergize business operations with 360° customer...
CRM - Live chat integration: Synergize business operations with 360° customer...CRM - Live chat integration: Synergize business operations with 360° customer...
CRM - Live chat integration: Synergize business operations with 360° customer...
Zoho SalesIQ
 
Immigration Consultant CRM
Immigration Consultant CRMImmigration Consultant CRM
Immigration Consultant CRM
Rohan Purandare
 
Adwords tutorail
Adwords tutorailAdwords tutorail
To Ensure Marketing ROI, Why Clients Must Track Agency Costs
To Ensure Marketing ROI, Why Clients Must Track Agency CostsTo Ensure Marketing ROI, Why Clients Must Track Agency Costs
To Ensure Marketing ROI, Why Clients Must Track Agency Costs
ZINFI Technologies, Inc.
 
Jobvite
JobviteJobvite
Jobvite
Kristinaklong
 
Apogee
ApogeeApogee
Apogee
Apogee
 
From the Pros: Advanced PPC Tools
From the Pros: Advanced PPC ToolsFrom the Pros: Advanced PPC Tools
From the Pros: Advanced PPC Tools
Trada
 
Vertical Domination Overview & Service Package Online Presentation
Vertical Domination Overview & Service Package Online PresentationVertical Domination Overview & Service Package Online Presentation
Vertical Domination Overview & Service Package Online Presentation
Cy Witherspoon III
 
How to optimise your conversation rate?
How to optimise your conversation rate?How to optimise your conversation rate?
How to optimise your conversation rate?
Soliday das Sonnensegel
 
How to Brew the Perfect B2B Blend of ABM & Inbound
How to Brew the Perfect B2B Blend of ABM & InboundHow to Brew the Perfect B2B Blend of ABM & Inbound
How to Brew the Perfect B2B Blend of ABM & Inbound
DemandWave
 
What's New in Dynamics CRM 2013
What's New in Dynamics CRM 2013What's New in Dynamics CRM 2013
What's New in Dynamics CRM 2013
Affiliated
 
Live Webinar: Market to Who Matters - How to Get Started with Advertising on ...
Live Webinar: Market to Who Matters - How to Get Started with Advertising on ...Live Webinar: Market to Who Matters - How to Get Started with Advertising on ...
Live Webinar: Market to Who Matters - How to Get Started with Advertising on ...
LinkedIn
 
Vtiger for implementation
Vtiger for implementationVtiger for implementation
Vtiger for implementation
Boy Giwgiw
 
Art of demand and lead generation
Art of demand and lead generationArt of demand and lead generation
Art of demand and lead generation
ShowMeLeads
 

Similar to Odoo CRM Management (20)

Ways to increase sales with Odoo CRM software
Ways to increase sales with Odoo CRM softwareWays to increase sales with Odoo CRM software
Ways to increase sales with Odoo CRM software
 
Quick Start Tutorial for JobsGroup.net's Niche Sites
Quick Start Tutorial for JobsGroup.net's Niche SitesQuick Start Tutorial for JobsGroup.net's Niche Sites
Quick Start Tutorial for JobsGroup.net's Niche Sites
 
Linkedin Lead Generation Form - Best Practices - Jun 2020
Linkedin Lead Generation Form - Best Practices - Jun 2020Linkedin Lead Generation Form - Best Practices - Jun 2020
Linkedin Lead Generation Form - Best Practices - Jun 2020
 
Website and seo for lead generation
Website and seo for lead generationWebsite and seo for lead generation
Website and seo for lead generation
 
Dynamics AX Fast Sales Quotation
Dynamics AX Fast Sales QuotationDynamics AX Fast Sales Quotation
Dynamics AX Fast Sales Quotation
 
Webcast: Intro to LinkedIn Campaign Manager
Webcast: Intro to LinkedIn Campaign ManagerWebcast: Intro to LinkedIn Campaign Manager
Webcast: Intro to LinkedIn Campaign Manager
 
CRM - Live chat integration: Synergize business operations with 360° customer...
CRM - Live chat integration: Synergize business operations with 360° customer...CRM - Live chat integration: Synergize business operations with 360° customer...
CRM - Live chat integration: Synergize business operations with 360° customer...
 
Immigration Consultant CRM
Immigration Consultant CRMImmigration Consultant CRM
Immigration Consultant CRM
 
Adwords tutorail
Adwords tutorailAdwords tutorail
Adwords tutorail
 
To Ensure Marketing ROI, Why Clients Must Track Agency Costs
To Ensure Marketing ROI, Why Clients Must Track Agency CostsTo Ensure Marketing ROI, Why Clients Must Track Agency Costs
To Ensure Marketing ROI, Why Clients Must Track Agency Costs
 
Jobvite
JobviteJobvite
Jobvite
 
Apogee
ApogeeApogee
Apogee
 
From the Pros: Advanced PPC Tools
From the Pros: Advanced PPC ToolsFrom the Pros: Advanced PPC Tools
From the Pros: Advanced PPC Tools
 
Vertical Domination Overview & Service Package Online Presentation
Vertical Domination Overview & Service Package Online PresentationVertical Domination Overview & Service Package Online Presentation
Vertical Domination Overview & Service Package Online Presentation
 
How to optimise your conversation rate?
How to optimise your conversation rate?How to optimise your conversation rate?
How to optimise your conversation rate?
 
How to Brew the Perfect B2B Blend of ABM & Inbound
How to Brew the Perfect B2B Blend of ABM & InboundHow to Brew the Perfect B2B Blend of ABM & Inbound
How to Brew the Perfect B2B Blend of ABM & Inbound
 
What's New in Dynamics CRM 2013
What's New in Dynamics CRM 2013What's New in Dynamics CRM 2013
What's New in Dynamics CRM 2013
 
Live Webinar: Market to Who Matters - How to Get Started with Advertising on ...
Live Webinar: Market to Who Matters - How to Get Started with Advertising on ...Live Webinar: Market to Who Matters - How to Get Started with Advertising on ...
Live Webinar: Market to Who Matters - How to Get Started with Advertising on ...
 
Vtiger for implementation
Vtiger for implementationVtiger for implementation
Vtiger for implementation
 
Art of demand and lead generation
Art of demand and lead generationArt of demand and lead generation
Art of demand and lead generation
 

Recently uploaded

2024-6-01-IMPACTSilver-Corp-Presentation.pdf
2024-6-01-IMPACTSilver-Corp-Presentation.pdf2024-6-01-IMPACTSilver-Corp-Presentation.pdf
2024-6-01-IMPACTSilver-Corp-Presentation.pdf
hartfordclub1
 
The Genesis of BriansClub.cm Famous Dark WEb Platform
The Genesis of BriansClub.cm Famous Dark WEb PlatformThe Genesis of BriansClub.cm Famous Dark WEb Platform
The Genesis of BriansClub.cm Famous Dark WEb Platform
SabaaSudozai
 
Profiles of Iconic Fashion Personalities.pdf
Profiles of Iconic Fashion Personalities.pdfProfiles of Iconic Fashion Personalities.pdf
Profiles of Iconic Fashion Personalities.pdf
TTop Threads
 
Digital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on SustainabilityDigital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on Sustainability
sssourabhsharma
 
Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Stone Art Hub
 
list of states and organizations .pdf
list of  states  and  organizations .pdflist of  states  and  organizations .pdf
list of states and organizations .pdf
Rbc Rbcua
 
Income Tax exemption for Start up : Section 80 IAC
Income Tax  exemption for Start up : Section 80 IACIncome Tax  exemption for Start up : Section 80 IAC
Income Tax exemption for Start up : Section 80 IAC
CA Dr. Prithvi Ranjan Parhi
 
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Kalyan Satta Matka Guessing Matka Result Main Bazar chart
 
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
taqyea
 
3 Simple Steps To Buy Verified Payoneer Account In 2024
3 Simple Steps To Buy Verified Payoneer Account In 20243 Simple Steps To Buy Verified Payoneer Account In 2024
3 Simple Steps To Buy Verified Payoneer Account In 2024
SEOSMMEARTH
 
Best Forex Brokers Comparison in INDIA 2024
Best Forex Brokers Comparison in INDIA 2024Best Forex Brokers Comparison in INDIA 2024
Best Forex Brokers Comparison in INDIA 2024
Top Forex Brokers Review
 
TIMES BPO: Business Plan For Startup Industry
TIMES BPO: Business Plan For Startup IndustryTIMES BPO: Business Plan For Startup Industry
TIMES BPO: Business Plan For Startup Industry
timesbpobusiness
 
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
taqyea
 
Top mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptxTop mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptx
JeremyPeirce1
 
The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
Stephen Cashman
 
Digital Transformation Frameworks: Driving Digital Excellence
Digital Transformation Frameworks: Driving Digital ExcellenceDigital Transformation Frameworks: Driving Digital Excellence
Digital Transformation Frameworks: Driving Digital Excellence
Operational Excellence Consulting
 
Industrial Tech SW: Category Renewal and Creation
Industrial Tech SW:  Category Renewal and CreationIndustrial Tech SW:  Category Renewal and Creation
Industrial Tech SW: Category Renewal and Creation
Christian Dahlen
 
Hamster Kombat' Telegram Game Surpasses 100 Million Players—Token Release Sch...
Hamster Kombat' Telegram Game Surpasses 100 Million Players—Token Release Sch...Hamster Kombat' Telegram Game Surpasses 100 Million Players—Token Release Sch...
Hamster Kombat' Telegram Game Surpasses 100 Million Players—Token Release Sch...
SOFTTECHHUB
 
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
AnnySerafinaLove
 
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
The Most Inspiring Entrepreneurs to Follow in 2024.pdfThe Most Inspiring Entrepreneurs to Follow in 2024.pdf
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
thesiliconleaders
 

Recently uploaded (20)

2024-6-01-IMPACTSilver-Corp-Presentation.pdf
2024-6-01-IMPACTSilver-Corp-Presentation.pdf2024-6-01-IMPACTSilver-Corp-Presentation.pdf
2024-6-01-IMPACTSilver-Corp-Presentation.pdf
 
The Genesis of BriansClub.cm Famous Dark WEb Platform
The Genesis of BriansClub.cm Famous Dark WEb PlatformThe Genesis of BriansClub.cm Famous Dark WEb Platform
The Genesis of BriansClub.cm Famous Dark WEb Platform
 
Profiles of Iconic Fashion Personalities.pdf
Profiles of Iconic Fashion Personalities.pdfProfiles of Iconic Fashion Personalities.pdf
Profiles of Iconic Fashion Personalities.pdf
 
Digital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on SustainabilityDigital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on Sustainability
 
Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Best Competitive Marble Pricing in Dubai - ☎ 9928909666
 
list of states and organizations .pdf
list of  states  and  organizations .pdflist of  states  and  organizations .pdf
list of states and organizations .pdf
 
Income Tax exemption for Start up : Section 80 IAC
Income Tax  exemption for Start up : Section 80 IACIncome Tax  exemption for Start up : Section 80 IAC
Income Tax exemption for Start up : Section 80 IAC
 
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
 
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
 
3 Simple Steps To Buy Verified Payoneer Account In 2024
3 Simple Steps To Buy Verified Payoneer Account In 20243 Simple Steps To Buy Verified Payoneer Account In 2024
3 Simple Steps To Buy Verified Payoneer Account In 2024
 
Best Forex Brokers Comparison in INDIA 2024
Best Forex Brokers Comparison in INDIA 2024Best Forex Brokers Comparison in INDIA 2024
Best Forex Brokers Comparison in INDIA 2024
 
TIMES BPO: Business Plan For Startup Industry
TIMES BPO: Business Plan For Startup IndustryTIMES BPO: Business Plan For Startup Industry
TIMES BPO: Business Plan For Startup Industry
 
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
 
Top mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptxTop mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptx
 
The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
 
Digital Transformation Frameworks: Driving Digital Excellence
Digital Transformation Frameworks: Driving Digital ExcellenceDigital Transformation Frameworks: Driving Digital Excellence
Digital Transformation Frameworks: Driving Digital Excellence
 
Industrial Tech SW: Category Renewal and Creation
Industrial Tech SW:  Category Renewal and CreationIndustrial Tech SW:  Category Renewal and Creation
Industrial Tech SW: Category Renewal and Creation
 
Hamster Kombat' Telegram Game Surpasses 100 Million Players—Token Release Sch...
Hamster Kombat' Telegram Game Surpasses 100 Million Players—Token Release Sch...Hamster Kombat' Telegram Game Surpasses 100 Million Players—Token Release Sch...
Hamster Kombat' Telegram Game Surpasses 100 Million Players—Token Release Sch...
 
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
 
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
The Most Inspiring Entrepreneurs to Follow in 2024.pdfThe Most Inspiring Entrepreneurs to Follow in 2024.pdf
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
 

Odoo CRM Management

  • 1. CRM Manage Leads & Opportunities ODOO’S CRM
  • 2. Presented By Ahmed Abd Alkarim Odoo Consultant
  • 3. Introduction Lead management is the process of tracking and managing prospective customers. Odoo CRM is the Customer Relationship Management module within the Odoo platform. Odoo CRM includes lead management, sales automation, marketing campaign management, and business reporting features. Odoo CRM simply tracks the workflow from the starting to the end in a sale.
  • 4. Contents  Lead Creation.  Converting lead into opportunity.  Pipeline Layout.  Sending quotation/proposal to qualified leads.  Competitors Data.
  • 6. Converting Lead Into Opportunity Add the data of the new lead as shown You Can Save the new lead for later on or you can convert it to opportunity from here directly
  • 7. Now you have the choice to create new customer with the data you entered OR to Link this opportunity to exiting customer.
  • 9. Send Quotation  Go to the lead we have just created.  Click on “Create Quotation button.  Add the products/services you want to send.  Click on "send by email” button to send to the lead inserted email address.
  • 11. Competitors Data As we have created before new lead. We can do the same to store competitors data & proposals. We need to add tag “competitor” so we can filter and differentiate between leads &competitors later on