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What's New in CRM?
What's New
Location: Golden Ballroom - 8/22/24, 2:30 PM - 8/22/24, 3:00 PM (US/Eastern) (30 minutes)
What's New in CRM?
Morgan Giglio (mogi)
Account Executive - Direct sales at Odoo Inc.
Morgan Giglio (mogi)
Account Executive - Direct sales at Odoo Inc.

Description: An insightful session on the latest advancements in the Odoo CRM module at Odoo Community Days. In this talk, we will delve into the new features designed to enhance your CRM experience and streamline your workflow.

Key Highlights:

  1. Tags Propagation:
  • Learn how tags assigned to leads are automatically carried over to activity reports, ensuring data consistency and saving time.
  • Graphical Insights:
    • Discover how tags from leads are represented in various charts and graphs within activity reports.
    • Understand the benefits of enhanced data visualization for better decision-making.
  • Meeting Integration:
    • Explore the new capability to directly link meetings to leads within the CRM.
    • See how this feature improves lead tracking and follow-up efficiency.
  • Practical Examples:
    • Explore practical use cases and examples of how these new features can be applied to improve lead management and reporting.
    • See bar charts, pie charts, and line graphs that illustrate the distribution, categorization, and progression of leads based on tags.

    Who Should Attend: This talk is ideal for CRM managers, sales teams, data analysts, and anyone interested in optimizing their use of the Odoo CRM module.

    Takeaways: By the end of this session, you will have a comprehensive understanding of the new features in Odoo CRM, how they can benefit your organization, and practical tips on implementing these enhancements to maximize efficiency and effectiveness.

    Don’t miss this opportunity to stay ahead of the curve with the latest updates in Odoo CRM!