CRM Workshop: Learn How to Manage your Pipeline

Presentazioni

Caricamento video...

Evento Odoo Experience 2020 inizia il 30 settembre 2020 14:00:00 CEST

Functional

Partecipa al quiz

Luogo: Studio 4 - 30/09/20, 15:00 - 30/09/20, 15:30 (-0400) (30 minuti)

CRM Workshop: Learn How to Manage your Pipeline

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