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Opening Keynote - Unveiling Odoo 14
Fabien Pinckaers完了
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Keynote - Vision & Strategy
Fabien Pinckaers完了
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Live Chat: Boost Leads and Engagement by Communicating with Visitors
Amy Caroline Downing完了
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Sales Commissions and Dashboard with Odoo Spreadsheet
Devarsh Modi完了
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Product Configurator: Advanced Use Cases
Cristopher Cravioto完了
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Electronic Signatures Workshop: Learn How to Use
Igor Cardoso完了
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Point of Sales for Restaurants: Get a Mobile Experience
Cristopher Cravioto完了
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SEO Tips and Tricks to Promote Your Website
Isaac Benitez完了
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Stand Out From the Crowd by Engaging Your Community: Odoo Social
Jessica Belloc完了
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It's Raining Leads, Hallelujah! Acquisition, Mining, and Enrichment
Maria Garibay-Huang完了
動画ロード中...
CRM Workshop: Learn How to Manage your Pipeline
Functional
ロケーション: Studio 4
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2020/09/30 21:00
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2020/09/30 21:30
(Europe/Brussels)
(30 分)
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!
クイズ
What is a lead in Odoo?
What does CRM stand for?
The chatter is the best way to: