CRM Workshop: Learn How to Manage your Pipeline

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!

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0:39 - What is a lead?
3:48 - Odoo Studio
6:01 - Odoo Chatter
7:39 - View Your Pipeline
8:13 - My Activities
8:47 - Stages
9:50 - Create a quotation
11:00 - Confirm a quotation
12:00 - Filters and group by feature
14:45 - Reporting
16:18 - Version 14 Updates