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Acasă └CRM └Sales Team Reporting

CRM

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Conținut curs
  • CRM Basics
    • Introduction to Odoo CRM 10 xp
      • Chestionare
    • CRM Basics: Pipelines & Opportunities 40 xp
      • Alăturați-vă acestui curs pentru a accesa resursele
      • Chestionare
    • CRM Basics: Probabilities & Sales Teams 40 xp
      • Chestionare
    • CRM Scheduling Activities 40 xp
      • Alăturați-vă acestui curs pentru a accesa resursele
      • Chestionare
    • Wins and Losses 10 xp
      • Chestionare
    • Sales Teams Setup & Leads Assignment 10 xp
      • Chestionare
    • CRM Activities Automations and Reporting 40 xp
      • Chestionare
    • Sales Team Reporting 10 xp
      • Chestionare
    • Gmail Mailbox Plugin 10 xp
      • Chestionare
    • Outlook Mailbox Plugin 10 xp
      • Chestionare
    • Marketing Attribution Report 10 xp
      • Chestionare
  • Lead Generation
    • CRM Leads 40 xp
      • Alăturați-vă acestui curs pentru a accesa resursele
      • Chestionare
    • Lead Generation - Forms & Email Aliases 40 xp
      • Chestionare
    • Lead Generation - Events, Appointments, and Website Visitors 40 xp
      • Chestionare
    • Lead Enrichment 40 xp
      • Chestionare
    • Lead Mining 60 xp
      • Chestionare
  • Lead Management
    • Predictive Lead Scoring 40 xp
      • Alăturați-vă acestui curs pentru a accesa resursele
      • Chestionare
    • CRM Basics: Scheduled Activities & Moving Opportunities 10 xp
      • Chestionare
  • Performance Analysis
    • Gamification 40 xp
      • Chestionare

Sales Team Reporting

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In this video, learn how to create sales team reports. **Check out more Odoo tutorials** - CRM playlist: https://www.youtube.com/watch?v=RpPKOl85kuc&list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF **App documentation** - Assign leads with predictive lead scoring: https://www.odoo.com/documentation/17.0/applications/sales/crm/track_leads/lead_scoring.html?highlight=lead%20scoring - Manage sales teams: https://www.odoo.com/documentation/17.0/applications/sales/crm/pipeline/manage_sales_teams.html - All CRM docs: https://www.odoo.com/documentation/17.0/applications/sales/crm.html **See what Odoo can do for you!** - Schedule a demo:  https://www.odoo.com/r/VcT - Start a free trial:  https://www.odoo.com/r/oH2

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1. Which of these categories can be found on the Kanban cards on the ‘Teams’ page?
Open opportunities Overdue opportunities Quotations All of the above
2. What type of chart is NOT in the graph view?
Line chart Area chart Bar chart Pie chart
3. How can new categories be added to the pivot table?
By clicking on a ‘plus sign’ in the pivot table In the pivot table settings Using search bar filters Both A and C
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