CRM

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Contenu du cours

CRM Basics
- CRM Basics and Pipelines 40 xp
  - Quiz
- Wins and Losses 40 xp
  - Quiz
- Sales Teams 60 xp
  - Quiz
Lead Generation
- Leads 60 xp
  - Quiz
- Lead Generation 60 xp
  - Quiz
- Lead Enrichment 40 xp
  - Quiz
- Lead Mining 60 xp
  - Quiz
Lead Management
- Predictive Lead Scoring 40 xp
  - Quiz
Performance Analysis
- Gamification 40 xp
  - Quiz

Wins and Losses

40 XP

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Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www.odoo.com/slides. In this video, learn how wins and losses work in your pipeline. Other lessons related to this video: - CRM Basics and Pipelines: https://www.odoo.com/slides/slide/crm-basics-and-pipelines-618?fullscreen=1 - 3.d Sales Teams 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.

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1. Can you edit opportunities after they have been marked as Won?

Yes, at any time, for any reason. Yes, but you need to move the opportunity back to the previous stage first. No, you cannot edit Won opportunities.

2. Who can configure Lost Reasons for your team?

Only sales team managers can configure them. Anyone on my team can configure them. You can configure them only if you have certain access rights.

3. Why don’t you see Lost opportunities in the pipeline?

They have been deleted. They are hidden automatically. You need to create a Lost stage in the pipeline.

CRM

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Wins and Losses