CRM
Voltooid
- CRM Basics
- Lead Generation
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Lead Management
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- Meld je aan voor deze cursus om toegang te krijgen tot bronnen
- Quiz
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- Performance Analysis
CRM Activities Automations and Reporting
In this video, learn how to work with Automations within the Odoo CRM application. 00:00 - 01:17 Introduction 01:18 - 01:39 Stage Automation Option 01:40 - 07:51 Create Automated Actions 07:52 - 09:11 Automated In-Action 09:12 - 09:26 Conclusion Other lessons related to this video: - Leads: https://www.odoo.com/slides/slide/leads-620?fullscreen=1 - Lead Enrichment: https://www.odoo.com/slides/slide/lead-enrichment-858?fullscreen=1# Need more information about Odoo apps? https://www.odoo.com/documentation/user Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.
Beoordeling
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1.
What happens when I click on a colored bar at the top of a stage in the Kanban view?
It displays the opportunities that have an activity status in the selected color, in that stage only
It displays all of the opportunities in the pipeline that have an activity status in the selected color, regardless of the stage
It marks all of the activities in the selected color as ‘Done’
It moves the deadlines of all activities by 7 days
2.
What does clicking the ‘Snooze’ button do?
3.
How can I schedule an activity if I’m not sure when the other attendees are available?
In the activity, schedule a ‘Call’ or ‘Meeting’, open the ‘Calendar’ app, and use the ‘Share Availabilities’ button
In the activity, schedule a ‘Call’ or ‘Meeting,’ open the ‘Calendar’ app, and use the ‘Self-schedule’ button
I cannot schedule an activity, unless I’m sure of all attendees’ availability
Activities are for individual users only, adding attendees is not possible in Odoo
