CRM
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CRM Basics
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- āđāļāđāļēāļĢāđāļ§āļĄāļŦāļĨāļąāļāļŠāļđāļāļĢāļāļĩāđ āđāļāļ·āđāļāđāļāđāļēāļāļķāļāļāļĢāļąāļāļĒāļēāļāļĢ
- āļāļ§āļīāļ
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- āđāļāđāļēāļĢāđāļ§āļĄāļŦāļĨāļąāļāļŠāļđāļāļĢāļāļĩāđ āđāļāļ·āđāļāđāļāđāļēāļāļķāļāļāļĢāļąāļāļĒāļēāļāļĢ
- āļāļ§āļīāļ
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Lead Generation
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- āđāļāđāļēāļĢāđāļ§āļĄāļŦāļĨāļąāļāļŠāļđāļāļĢāļāļĩāđ āđāļāļ·āđāļāđāļāđāļēāļāļķāļāļāļĢāļąāļāļĒāļēāļāļĢ
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Lead Management
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- āđāļāđāļēāļĢāđāļ§āļĄāļŦāļĨāļąāļāļŠāļđāļāļĢāļāļĩāđ āđāļāļ·āđāļāđāļāđāļēāļāļķāļāļāļĢāļąāļāļĒāļēāļāļĢ
- āļāļ§āļīāļ
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- Performance Analysis
CRM Scheduling Activities
In this video you'll learn how to manage your activities on Odoo.
Managing a growing number of customer relationships can quickly get out of hand. Utilizing Activities in Odoo CRM allows easy tracking and scheduling follow-up activities for every stage of the pipeline, ensuring that no customer gets forgotten.
ðïļ
Use the data from https://demo.odoo.com to answer these questions.
Did you mess up? Start over with clean data by clicking Restart on the homepage!
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āđāļĄāđāļĄāļĩāļāļ§āļēāļĄāļāļīāļāđāļŦāđāļāđāļāļāļāļ°āļāļĩāđ
āđāļāđāļēāļĢāđāļ§āļĄāļŦāļĨāļąāļāļŠāļđāļāļĢāļāļĩāđ
āđāļāđāļāļāļāđāļĢāļāļāļĩāđāđāļŠāļāļāļāļ§āļēāļĄāļāļīāļāđāļŦāđāļ
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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 âDoneâ
It moves the deadlines of all activities by 7 days
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What does clicking the âSnoozeâ button do?
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How can I schedule an activity if Iâm not sure when the other attendees are available?
In the activity, schedule a âCallâ or âMeetingâ, open the âCalendarâ app, and use the âShare Availabilitiesâ button
In the activity, schedule a âCallâ or âMeeting,â open the âCalendarâ app, and use the âSelf-scheduleâ button
I cannot schedule an activity, unless Iâm sure of all attendeesâ availability
Activities are for individual users only, adding attendees is not possible in Odoo
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āđāļāđāļēāļĢāđāļ§āļĄāļŦāļĨāļąāļāļŠāļđāļāļĢāļāļĩāđ āđāļāļ·āđāļāđāļāđāļēāļāļķāļāļāļĢāļąāļāļĒāļēāļāļĢ
