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.
Is it possible to display logged calls or meetings under the lead without having to go to logged or scheduled calls area?
I would like my team to look at the lead and see when the last time they called or the last time they had a meeting without having to manually enter it as a note.
Is the intention to have the sales person go to scheduled call and start prospecting from that area?
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
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: 1/29/15, 10:12 AM|
|Seen: 589 times|
|Last updated: 3/16/15, 8:10 AM|