Odoo 14 Webinar | Odoo 14 CRM | Cybrosys Technologies
The agenda behind this functional training is to literate the end-users and other public with Odoo Version 14 CRM & Sales app. This training would be based on Odoo 14 Enterprise version and are mainly focusing on module CRM and sales.
Webinar topics included in the video:
0:00 Introduction
3:00 Overview of CRM
4:28 Features of CRM
6:39 What is Lead Management?
7:39 What is Opportunity Management?
8:51 What is Pipeline Management?
10:37 How to create a Lead in Odoo 14 CRM?
18:47 How to schedule Activities in CRM?
25:26 Types of Lead Generation methods.
35:11 Lead Enrichment
39:34 Lead Mining
47:08 How to convert lead to Opportunity?
51:15 Pipeline Management
1:09:12 Team pipeline Management and Sales team
1:16:13 How to create Customers in Odoo 14 CRM?
1:24:33 Activity types in Odoo 14
1:29:16 Managing Lost Opportunities and lost reason
1:36:47 Sending Quotation
1:48:10 To add rental orders in CRM
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