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  1. Vsebine
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  3. Gmail Mailbox Plugin
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Domov └CRM └Gmail Mailbox Plugin

CRM

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  • CRM Basics
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Gmail Mailbox Plugin

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In this video, discover how to install and use the Odoo Gmail Mailbox Plugin. 00:00 - 00:24 Introduction 00:25 - 00:44 Settings 00:45 - 01:49 Install Gmail Plugin 01:50 - 03:08 Create Opportunities 03:09 - 04:42 Create Tasks 04:43 - 04:58 Conclusion **Check out more Odoo tutorials** - https://www.odoo.com/slides/marketing-27 **App documentation** 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/6Uv - Start a free trial: https://www.odoo.com/r/aBC

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1. How do I add the Odoo Inbox Addin plugin to my Gmail inbox?
Click the ‘O’ sign in the right sidebar > Search for “add in” > Click ‘Install’ Click the ‘plug’ icon in the left sidebar > Search for “Odoo” > Log into database > Click ‘Install’ Click ‘Add-ins’ from the left sidebar > Search for “plug” > Click ‘Odoo’ > click ‘Install’ Click the ‘plus’ sign in the right sidebar > search for “Odoo” > click the ‘Odoo Inbox Addin’ square > Click ‘Install’
2. With the Odoo Gmail Plugin installed, what do I click from the right sidebar to create an opportunity?
Click ‘Create’ (under the ‘Leads’ section) Click ‘Create’ (under the ‘Tasks’ section) Click ‘Create’ (under the ‘Opportunities’ section) Click ‘Create’ (under the ‘Projects’ section)
3. After creating a Task *and* project at the same time from the Odoo Gmail Plugin, in what stage would I find that created task in the database?
‘None’ ‘New’ ‘Plug-in’ ‘Gmail’
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