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Opening Keynote - Unveiling Odoo 14
Fabien PinckaersTerminé
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Keynote - Vision & Strategy
Fabien PinckaersTerminé
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SMS Marketing: Get the Most Out of Your Marketing Campaigns
John GuardadoTerminé
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Odoo eLearning: the Best Tool to Create Online Courses
Mariana SantosTerminé
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Workshop: Learn to Design Beautiful Websites
Stefano RiganoTerminé
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Odoo Purchase: Automate Suppliers Follow-Ups Based on OTDs
Gilles MerckxTerminé
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Master your Odoo Digital Campaigns!
Jessica BellocTerminé
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Sales Commissions and Dashboard with Odoo Spreadsheet
Devarsh ModiTerminé
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The New Outlook Plugin
Nicholas KosinskiTerminé
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Electronic Signatures Workshop: Learn How to Use
Igor CardosoTerminé
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: