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Opening Keynote - Unveiling Odoo 14
Fabien PinckaersEfectuat
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Keynote - Vision & Strategy
Fabien PinckaersEfectuat
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It's Raining Leads, Hallelujah! Acquisition, Mining, and Enrichment
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Workshop: Learn to Design Beautiful Websites
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Master your Odoo Digital Campaigns!
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SEO Tips and Tricks to Promote Your Website
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SMS Marketing: Get the Most Out of Your Marketing Campaigns
John GuardadoEfectuat
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Odoo Purchase: Automate Suppliers Follow-Ups Based on OTDs
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Odoo eLearning: the Best Tool to Create Online Courses
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Stand Out From the Crowd by Engaging Your Community: Odoo Social
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Video-ul se încarcă...
CRM Workshop: Learn How to Manage your Pipeline
Functional
Locație: Studio 4
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30.09.2020, 21:00
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30.09.2020, 21:30
(Europe/Brussels)
(30 de minute)
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!
Test
What is a lead in Odoo?
What does CRM stand for?
The chatter is the best way to: