Odoo 14 Community Edition

Operations on Leads

The Odoo platform provides the provision to conduct various actions on leads apart from activity scheduling. That is you can also send messages or log notes. These options can be accessed under each lead description as shown in the below image.

Odoo 14 CRM Module

By selecting the Send messages option you can send messages to the leads straight from the lead menu and under the Log note tab, you can log an internal note for this lead on the basis of the operations conducted. You can attach various documents under these options. In addition, you can Schedule activities under the schedule activity tab.

So far we were discussing the operations on leads and now we can discuss how to manage multiple sales teams in the platform.



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