Supercharge Your Sales with Odoo CRM | The Open Source and Enterprise Friendly CRM Tool
23@TechHut checks out Odoo’s CRM (Customer Relationship Management) function. Brandon explains how to navigate the pipeline, track sales leads and customize your activities.
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Chapters:
0:00 Introduction
0:10 Overview of Odoo
1:10 Overview of Apps: Discuss, Calendar, Contacts
2:54 Demo Data: Pipeline
3:49 Example of Distributor Contract
4:35 Schedule Activities
5:26 Overview of Sales Tab + Different Views
6:45 Create a new Sales Lead
7:58 See the New Lead + Navigate the Pipeline
8:18 Overview of Teams Tab & Others
9:15 Customize Activities on the Pipeline
9:29 Overview of Reporting Tab (Pipeline Analysis, Leads Analysis)
10:08 Overview of Configuration Tab
10:47 Example of a Lost Sale
11:23 Conclusion
Read the doc for more information on deploying Odoo on Linode Marketplace→ https://www.linode.com/docs/products/tools/marketplace/guides/odoo/
Learn more about installing Odoo → https://www.odoo.com/documentation/17.0/administration/install.html
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#AkamaiDeveloper #Odoo #CRM
Product: Akamai, Odoo, CRM; @TechHut