Odoo Experience 2020
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Opening Keynote - Unveiling Odoo 14
Fabien Pinckaers已完成
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Keynote - Vision & Strategy
Fabien Pinckaers已完成
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SMS Marketing: Get the Most Out of Your Marketing Campaigns
John Guardado已完成
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How to Make Interactive Meeting Presentations with Odoo Survey
Yosiat Gimbernard已完成
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Appraisals: Measure Employees Performance with Goals and Surveys
Roger Qiu已完成
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A No Brainer: the Bank Reconciliation Tool
Richard Shall已完成
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Odoo Documents Workshop: Digitize Your Business
Daoud Naouri已完成
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Helpdesk: a 5-Star After-Sales Service for Your Customers
Renee Lang已完成
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Business Intelligence: The New Data Cleansing App
Jigar Amin已完成
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Timesheet Workshop: the Timesheet App People Love!
Wilfried Junkcer已完成
加载视频……
CRM Workshop: Learn How to Manage your Pipeline
Functional
位置。 Studio 4
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2020/9/30 下午9:00
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2020/9/30 下午9:30
(Europe/Brussels)
(30分钟)
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!
测验
What is a lead in Odoo?
What does CRM stand for?
The chatter is the best way to: