Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Hello to all,
on a Odoo10 server, we have a an huge list of leads to contact, is it possible to add a column in "Leads" section of Odoo
such as "Contacted" and flagged, so we can make a sort.
Thanks for help.
It can be tempting to throw in a column here and there for a small requirement but this can often create a cluttered environment and work against you in the long run.
You should rather contact the lead and, if there is at least a 1% chance of making a sale, convert it to an opportunity. If there is no chance of making a sale, mark it as dead.
When a lead becomes an opportunity, there is a lot more functionality on it. I would recommend setting the next action date to assist following up.
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 11/8/16, 1:56 AM|
|Seen: 279 times|
|Last updated: 11/8/16, 8:26 PM|