Odoo Experience 2020
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Opening Keynote - Unveiling Odoo 14
Fabien PinckaersFait
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Keynote - Vision & Strategy
Fabien PinckaersFait
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SMS Marketing: Get the Most Out of Your Marketing Campaigns
John GuardadoFait
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How to Make Interactive Meeting Presentations with Odoo Survey
Yosiat GimbernardFait
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What's New in IoT?
Daoud NaouriFait
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Appraisals: Measure Employees Performance with Goals and Surveys
Roger QiuFait
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US Tax Compliance with Odoo & TaxCloud
Fabrice HenrionFait
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Timesheet Workshop: the Timesheet App People Love!
Wilfried JunkcerFait
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Business Intelligence: The New Data Cleansing App
Jigar AminFait
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Scheduling Made Easy: Planning and Time Off
Marc MartinezFait
En cours de chargement de la vidéo...
CRM Workshop: Learn How to Manage your Pipeline
Functional
Lieu : Studio 4
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30/09/2020 21:00
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30/09/2020 21:30
(Europe/Brussels)
(30 minutes)
Nikki Peple
Account Executive at Odoo
Nikki Peple
Account Executive at Odoo
Nkki is a Business Advisor at Odoo Inc. in San Francisco. After managing a customer support team at a tech startup in the city, she joined Odoo as a consultant to help small and medium-sized companies find business-specific solutions. She’s an expert in the Odoo Business Ecosystem.
No brainer! This is what an efficient CRM solution is.
And, in this talk, you will learn about the benefits of using Odoo's CRM application: segmentation of incoming leads based on numerous and specific criteria, optimize and prioritize tasks, easily prepare reports, keep tracking of customer's interaction, and much more! At first hand learn about the latest functionalities, which include:
- Lead's form with extra editing options;
- Search bar improvements;
- Better management of lost reasons;
- Possibility to have leads created when an event attendee is created, confirmed or has his attendance confirmed;
- Tags added on Opportunities' forms are applied to Sales Orders;
- UTM fields are now optional fields in the list view;
- Introduction of a "My Activities" view to handle activities set on Opportunities;
- Phone numbers and email addresses of opportunity can be edited, and they are propagated to partners.
Join us!
Quiz
What is a lead in Odoo?
What does CRM stand for?
The chatter is the best way to: