Odoo Experience 2020
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Opening Keynote - Unveiling Odoo 14
Fabien Pinckaers완료
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Keynote - Vision & Strategy
Fabien Pinckaers완료
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SMS Marketing: Get the Most Out of Your Marketing Campaigns
John Guardado완료
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Helpdesk: a 5-Star After-Sales Service for Your Customers
Renee Lang완료
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Scheduling Made Easy: Planning and Time Off
Marc Martinez완료
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US Tax Compliance with Odoo & TaxCloud
Fabrice Henrion완료
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What's New in IoT?
Daoud Naouri완료
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Advanced Manufacturing Planning
Tyrone Yanaga완료
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A No Brainer: the Bank Reconciliation Tool
Richard Shall완료
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Timesheet Workshop: the Timesheet App People Love!
Wilfried Junkcer완료
동영상 로딩 중...
CRM Workshop: Learn How to Manage your Pipeline
Functional
위치: Studio 4
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20. 9. 30. 오후 9:00
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20. 9. 30. 오후 9:30
(Europe/Brussels)
(30분)
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!
문제
What is a lead in Odoo?
What does CRM stand for?
The chatter is the best way to: