How we can map product or services while creating lead
Pertanyaan ini telah diberikan tanda
1
Balas
1496
Tampilan
How we can map product or services while creating lead
Hi,
In Odoo, when you create a Lead, the primary goal is to qualify potential customers, so you typically don't map specific products or services directly at this stage. Instead, you'd use the "Internal Notes" field to record any initial product interest. Once a lead is qualified and converted into an Opportunity, you can then add specific products and services with quantities and pricing using the "Order Lines" or "Products" section on the Opportunity form, which is the intended place for detailing what you plan to sell.
Hope it helps.
Menikmati diskusi? Jangan hanya membaca, ikuti!
Buat akun sekarang untuk menikmati fitur eksklufi dan agar terlibat dengan komunitas kami!
Daftar
By default, you can't. But, you can create a draft Quotation and just not yet send it to your customer.