How can activities be recommended after completing an activity in Odoo 13?
Firstly create an activity type, from CRM -> Configuration -> Activity Types -> Create. When you create an activity type, you have the option to Trigger Next Activity and Recommended Next Activities.
Trigger Next Activity allows you to trigger another activity after the current one. You can add the activity there. So when the current activity is done when you click on schedule next it will automatically trigger the mentioned activity.
While Recommended Next Activities recommend you to multiple activities to trigger after the current activity. You can add multiple activities under recommended activities. So when you mark the current activity as done and schedule the next activity, it will ask which of the activities it should need to schedule. So upon the requirement you can choose from the recommended activity as next.
Can we restore the lost opportunities later and work over it if needed in Odoo 13 CRM app?
We can restore the lost opportunities. Firstly filter the lost , and open the required opportunity to restore and click on the ‘restore’ option. It will restore the opportunity to the stage from where it gets lost. You can now work over it and convert it to a successful deal.
What if, the probability of a lead is not able to predict in Odoo 13 CRM?
Odoo can estimate the lead probability by itself. There is no need to confirm with probability and also later if you want to edit,you can edit as well.
Is it possible to merge an opportunity with an existing requirement in Odoo 13 CRM?
Yes. A lead can be converted to opportunity by clicking ‘Convert to Opportunity’. So on converting it will ask for a conversion action either ‘Convert to Opportunity’ or ‘Merge with existing Opportunities’. So if needed, one can merge with another opportunity and choose the opportunity and then proceed.
How are leads generated in Odoo 13 CRM?
Leads can be an inquiry regarding any service or product that may be turned into a business deal later. So the leads can be generated by different means like through different campaigns, emails, or websites, or they are created by the various sales teams.
Firstly, go to the CRM configuration settings and enable leads. So a menu ‘Leads’ can be visible in CRM. You can create a lead from that menu before directly creating an opportunity. click leads -> create, enter the details of the lead, and the save.
How can we set different access levels to users in Odoo 13 CRM?
The user access level of CRM follows the same as that of a sales app. Depending on the user level chosen as either ‘user documents only’, ‘user: all documents’. In case ‘user documents only’ the lead generated by the corresponding sales team is only accessible. For the second case of ‘user- all documents’ the leads by all sales teams will be accessible.
What are the benefits and features of Odoo CRM when compared to other ERP software?
Odoo CRM is simple and user friendly for which leads can be generated from various sales channels. It is easy to convert a lead to an opportunity and pipelines help to identify the current stage of the opportunity. Prioritizing the opportunity is also an easier task. We can schedule and plan activities to be performed. We can manage multiple contacts in CRM. Also create quotations from the CRM itself and report generation is made more flexible.
How odoo helps the user to maintain effective communication with their customers?
in odoo crm in order to maintain effective communication, odoo assigns activities to our salesperson automatically. activities are the categorized stages of total work. activities remind of the current status of the work so that the salesperson could organize what to be done for opportunity progression.
Is it possible to estimate the fund from future sales in odoo crm?
to estimate future funds from sales we can define it in terms of expected revenue. expected revenue is the expected remuneration the company will earn from sales and services plus additional incomes. to view go to crm -> reporting in dashboard
If the lead is accepted by the customer then how does the future work of the lead is proceded in Odoo CRM?
In Odoo once the lead is accepted by the customer then the future work of the lead is proceeded by converting it into Opportunity. A sales opportunity represents a possible contract between the customer and the salesperson. The effective interaction of salespeople with the client may lead to making a quotation or else it may be dropped. For further details Refer CRM in odoo.
Using CRM how can you increase your sales?
CRM enhances our relationship with our customers. CRM covers all kinds of exchanges that an organization has with its clients, whether it is products or service-related. Odoo CRM includes features like, Messaging section and reporting section that enhances the Marketing & Sales of the Organisation. The reporting part includes evaluation of sales & marketing, which in a way helps to categorize leads and opportunities that are feasible to convert and closed based on customer discussion
What is the purpose of assigning the lead to a sales team?
Pipeline management provides a way of monitoring and guiding future sales in various stages.
What is the general workflow of Odoo CRM?
CRM mainly deals with a future deal probability called lead and the can go through various stages of opportunity, quotations, sale order and other features. Customer relation management provides plenty of features along with the customer side progresses. Fundamental benefits of odoo CRM take a lead into the opportunity stage and its further stages. For more info, refer to the blog Odoo 12 CRM.
Is it possible to make a stage hide from the user?
Yes, go to the settings icon of the pipeline and click the edit stage option and then a window will open and you have to tick the folded in the pipeline if you need it.
What is the accurate turnover in odoo CRM?
When you are doing business in the right manner there will be progress in your sales cycle. when you move on. Having a correct idea about an opportunity will give you an upper hand in handling that opportunity. This is what we need to figure out the expected turnover from various reports.
How will you analyze the leads in your company?
How will you enrich your lead automatically in crm?
In CRM we have a feature for enriching the leads of your organization, to configure go-to CRM ->configuration->settings->Lead Generation and enable the option for lead enrichment.
How to track activities in your organization using odoo CRM?
Mainly activities can be spot on kanban view and form view.odoo allows tracking the activities in a simple manner. for example, you can see exercise like activities in due, activities to be performed and today's and future's activities.
How will you find your total expected revenue in odoo CRM?
In odoo crm, the kanban view gives you the expected revenue of each stages.this is only based on the opportunity expected revenue that can be set before.as in the case of a manager you can see the analysis sections under the crm by go to reporting>pipeline analysis default probable turnover.this report can be used to analyze the total expected revenue under your company.
What do you mean by the kanban stages of your odoo CRM module?
In odoo CRM by default we can see the kanban view, it has four stages one is new, second is qualified, third is propositions and the last one is won.we can give success probability for each stage and we can create stages on it by adding column.that is you can modify the pipeline of the kanban view.
What do you mean by assign leads and unassigned leads?
Assign leads mean that leads can be assigned to a specific team. for configuring these functions go to crm -> leads management -> team assignation. the domain also includes score when we adding a score to the lead or opportunity. for evaluating the assigned leads you will have to place a filter on your lead page to find unassigned leads.
more info refer the blog odoo 12 crm
How will you create scoring rules?
To activate the option of scoring rules you should first install the Lead Scoring AppTo create scoring rule go to -> CRM -> Leads -> Scoring Rules.
What is lead-based on scores?
lead scoring is defined as the adding scoring process to the lead under certain criteria and which lead can be changed to progressive change.
to use this, install the lead scoring app under odoo apps.
What is pricing in lead mining?
Pricing in lead mining denotes the credits. Such as each generated lead can be costed as a one-credit and each contact information can be costed as one additional credit. The pricing of the feature is to buy credits in the CRM. Go to CRM -> configuration -> settings and buy credits.
Explain the lead mining process through stepwise?
By configuring the lead mining option, go to CRM >configuration> settings and activate the lead mining option. You can also create lead mining requests from the configuration by clicking the lead mining request option. Here click the lead generation button and the window will be opened on the screen and there pick up your criteria. There you can see the fields number of leads, target, countries, industries, etc.
How will separate the leads according to its country, company, etc?
Lead mining is the tool in odoo CRM to divide the leads from your DB. The main purpose of lead mining is the process of dividing the leads into the country, company and other criteria for making most relevant to your company aspects. Which means take mining on leads. For more info refers to the blog odoo 12 CRM.
How would you mark a lead as won?
If you want to mark your opportunity into won go-to CRM -> Configuration -> stages -> mark the won sections as is a won stage.
How will you create a quotation in crm?
Lead can be changed to an opportunity when the opportunity wons the next actions will be triggered is sending quotations to customers. From here you can directly do from here by clicking on an opportunity and you can see a quotation button. Clicking on it you will enter a new menu and there you manage the quotation and also create a quotation and confirm it.
How will you generate leads/opportunities from emails?
for that purpose first, you have to configure sales channels in odoo erp. this type of lead generation will improve efficiency and other factors. default any mail sent sales can produce an opportunity in the pipeline and also you will have to configure the email alias. for more information refer to the blog how to generate leads from an incoming email?
How will you configure the conversion of leads into opportunities?
activating the feature, go to crm -> configuration -> settings> leads the feature. while clicking on a lead in the submenu appeared, you can see an option to convert the lead into opportunity and under the same channel or person. more info refer the blog odoo 12 crm
How can you see the operations of any sales channel?
If you want to see the operations of any sales channel, you might have access to the sales channel dashboard in the reporting sections. It can be integrated with POS, sales, etc.
What is the use of adding members to the sales channel?
When adding the members to the sales channel, those members can only see the pipeline structure of the sales channel. Then we can easily manage the CRM sections by the team manager.
How will you create a new sales channel?
for creating a new sales channel, first, you have to go to configuration -> sales channels. here you can see an email alias option and fill that option by adding a specific email and every message sent to the specified email address. more info refer the blog odoo 12 crm
How will you restore lost opportunities?
in odoo crm, you can restore an opportunity by clicking on archived and also you can restore a batch of opportunities in kanban view. archive the batch as same as that of a single one.
Is this possible to retrieve lost opportunities in odoo CRM?
Odoo provides to retrieve lost opportunities in CRM. Then do an action like email or a call and also select a lost filter. For more info refer the blog odoo 12 CRM
How will you manage & create lost reasons?
For those purposes, you can activate the lost reasons in configurations. go to CRM -> configuration -> lost reasons. You can create from here also. While creation adds a reason for lost for example like "too expensive" and save the lost reason. For more info refer the blog odoo 12 CRM
What is lead scoring?
Lead scoring is defined as the adding scoring process to the lead under certain criteria and which lead can be changed to progressive change.
What did you mean by Leads Promotion in CRM?
Lead promotion is the process where we take an action to send an auto produced mail to the customer in leads. Then we appointing a sales representative to promote the lead to get an opportunity. For more info refer to the blog odoo 12 CRM.
How would you schedule a meeting
Schedule meetings are defined as the meetings straightforwardly from the opportunity, for example, if your activity planned for some specific days, here you set hours to go to the meeting activity type. in the case of activity types scheduling one activity, the time slot for that activity can also be appeared to select. for more info refer the blog odoo 12 crm.
How will you track the sales activities of your organization?
You have to track the sales activities of your business more effectively and properly through the CRM pipelines. This means you can see the sales activities of your company in the pipeline and stages can be shown the corresponding status of the sales activities. More info refers to the blog odoo 12 crm.
How many system users are allowed in odoo crm?
system users are default clients to the extent crm. odoo allows three kinds of system user and those are listed below
> user-own documents only
> user-all documents
What you mean by scheduling a chain of activity in odoo CRM?
Odoo ERP can easily plan your flow of activities. First, go to configuration -> activity types and set common following steps on recommended next activities. Then activity is completed, you can select the done and schedule the next option. Then the next step will automatically be suggested to you.