Odoo Experience 2020
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Opening Keynote - Unveiling Odoo 14
Fabien PinckaersGereed
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Keynote - Vision & Strategy
Fabien PinckaersGereed
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SMS Marketing: Get the Most Out of Your Marketing Campaigns
John GuardadoGereed
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Scheduling Made Easy: Planning and Time Off
Marc MartinezGereed
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A No Brainer: the Bank Reconciliation Tool
Richard ShallGereed
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Odoo Documents Workshop: Digitize Your Business
Daoud NaouriGereed
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Studio: Approvals and Workflows
Parth R. SukhadiaGereed
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Helpdesk: a 5-Star After-Sales Service for Your Customers
Renee LangGereed
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Advanced Manufacturing Planning
Tyrone YanagaGereed
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Appraisals: Measure Employees Performance with Goals and Surveys
Roger QiuGereed
Video laden...
CRM Workshop: Learn How to Manage your Pipeline
Functional
Locatie: Studio 4
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30-09-2020 21:00
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30-09-2020 21:30
(Europe/Brussels)
(30 minuten)
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: