How we can map product or services while creating lead
La domanda è stata contrassegnata
1
Rispondi
1488
Visualizzazioni
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.
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati
By default, you can't. But, you can create a draft Quotation and just not yet send it to your customer.