Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Good day, Is it possible to connect Event management and CRM?
Here's the scenario. After I've created an event and someone join on the event. his/her name will become a pipeline in CRM or Opportunity in CRM. Is it possible? As far as I know the default flow of event management is after the people joined my event it will become an Sales Order. Please help me guys. Thanks in advance!
Jefferson,
If they are feeling form online, you can do the thing that when you receive an email on incoming server it directly create a lead or you can do a form customization such a way that if someone else feeling the form and submit it will create a lead.
so it is possible by adding minor customization with both the way.
hope it will help.
Thanks.
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari
Create an account today to enjoy exclusive features and engage with our awesome community!
Tilmeld dig| Related Posts | Besvarelser | Visninger | Aktivitet | |
|---|---|---|---|---|
|
1
nov. 22
|
4332 | ||
|
2
aug. 22
|
8841 | ||
|
1
jan. 25
|
10675 | ||
|
1
sep. 21
|
7746 | ||
|
1
mar. 21
|
6793 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
https://www.odoo.com/documentation/user/9.0/crm/overview/process/generate_leads.html