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Opening Keynote - Unveiling Odoo 14
Fabien PinckaersCompletata
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Keynote - Vision & Strategy
Fabien PinckaersCompletata
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Live Chat: Boost Leads and Engagement by Communicating with Visitors
Amy Caroline DowningCompletata
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Electronic Signatures Workshop: Learn How to Use
Igor CardosoCompletata
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Product Configurator: Advanced Use Cases
Cristopher CraviotoCompletata
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It's Raining Leads, Hallelujah! Acquisition, Mining, and Enrichment
Maria Garibay-HuangCompletata
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Point of Sales for Restaurants: Get a Mobile Experience
Cristopher CraviotoCompletata
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Master your Odoo Digital Campaigns!
Jessica BellocCompletata
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Stand Out From the Crowd by Engaging Your Community: Odoo Social
Jessica BellocCompletata
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The New Outlook Plugin
Nicholas KosinskiCompletata
Caricamento del video in corso...
CRM Workshop: Learn How to Manage your Pipeline
Functional
Luogo: Studio 4
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30/09/20, 21:00
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30/09/20, 21:30
(Europe/Brussels)
(30 minuti)
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: