CRM
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CRM Basics
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Lead Generation
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Lead Management
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CRM Basics: Win/Loss & Reporting
In this video, learn how to navigate Win/Loss reports and opportunities with Odoo CRM. 00:00 - 01:04 Introduction 01:05 - 02:38 Wins 02:39 - 05:58 Losses 05:59 - 09:14 Reporting 09:15 - 09:35 Conclusion Other lessons related to this video: Leads: https://www.odoo.com/slides/slide/leads-620?fullscreen=1 Lead Enrichment: https://www.odoo.com/slides/slide/lead-enrichment-858?fullscreen=1# 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.
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1.
When can you edit the status of an opportunity?
2.
Do you need certain access rights to create (or modify) Lost Reasons?
3.
How does Odoo handle Lost opportunities in the pipeline?