- CRM Basics
- Lead Generation
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Lead Management
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- Rejoindre ce cours pour accéder aux ressources
- Quiz
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- Performance Analysis
CRM Activities Automations and Reporting
In this video, learn how to work with Automations within the Odoo CRM application. 00:00 - 01:17 Introduction 01:18 - 01:39 Stage Automation Option 01:40 - 07:51 Create Automated Actions 07:52 - 09:11 Automated In-Action 09:12 - 09:26 Conclusion Other lessons related to this video: - Leads: https://www.odoo.com/slides/slide/leads-620?fullscreen=1 - Lead Enrichment: https://www.odoo.com/slides/slide/lead-enrichment-858?fullscreen=1# Need more information about Odoo apps? https://www.odoo.com/documentation/user Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.
Évaluation
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1.
Where can you view a detailed list of all completed activities in Odoo?
2.
What feature allows sales managers to track activity performance by salesperson?
3.
What does assigning an email template to a triggered activity help with?
