An introduction to Odoo CRM
Odoo Experience 2016
How to manage the CRM efficiently ? From the lead to the sales, discover how Odoo can help you in your pipeline flow. The lead created from the contact form is converted to opportunity. All your opportunities are managed in your pipeline which is organized into activities to do.
The emphasis will be on the new activity management system. This new feature is used to achieve activities like email, phone call, ... on time. Discover how to configure and use activities.
About The Author
Quentin Mathonet - Business Analyste
I work for Odoo since January 2016, thus 8 months now. I'm a Business Analyst, or Functional Consultant as some of us call themselves. In summary, I help people implementing a solution to manage their business in a correct and efficient way. It happens that we need to adapt a little bit the solution to the client thanks to customization, so basically changes of the interface or even behavioral ones. This has to be done in our function as well. This is my first job, thus before coming to Odoo, I just graduated from HEC Liège as a Business Engineer.
Discovery / Foyer Royal