Skip to Content
All Talks
  • Odoo Experience 2020
  • Kalbėjimai
  • Eksponentai
  • Darbotvarkė
  • Visi renginiai
  • Odoo Experience 2020
  • All Talks
 
  • Odoo Experience 2020
  • Kalbėjimai
  • Eksponentai
  • Darbotvarkė
  • Pranešimaii
  • Opening Keynote - Unveiling Odoo 14
    Fabien Pinckaers
    Atlikta
  • Keynote - Vision & Strategy
    Fabien Pinckaers
    Atlikta
  • SMS Marketing: Get the Most Out of Your Marketing Campaigns
    John Guardado
    Atlikta
  • Odoo eLearning: the Best Tool to Create Online Courses
    Mariana Santos
    Atlikta
  • Odoo Purchase: Automate Suppliers Follow-Ups Based on OTDs
    Gilles Merckx
    Atlikta
  • Master your Odoo Digital Campaigns!
    Jessica Belloc
    Atlikta
  • Workshop: Learn to Design Beautiful Websites
    Stefano Rigano
    Atlikta
  • Stand Out From the Crowd by Engaging Your Community: Odoo Social
    Jessica Belloc
    Atlikta
  • Sales Commissions and Dashboard with Odoo Spreadsheet
    Devarsh Modi
    Atlikta
  • SEO Tips and Tricks to Promote Your Website
    Isaac Benitez
    Atlikta
Loading Video...
CRM Workshop: Learn How to Manage your Pipeline
Functional
Vieta: Studio 4 - 2020-09-30 21:00 - 2020-09-30 21:30 (Europe/Brussels) (30 minučių)
Take the Quiz
CRM Workshop: Learn How to Manage your Pipeline
Nikki Peple
Account Executive at Odoo
Nikki Peple
Account Executive at Odoo

Nkki is a Business Advisor at Odoo Inc. in San Francisco. After managing a customer support team at a tech startup in the city, she joined Odoo as a consultant to help small and medium-sized companies find business-specific solutions. She’s an expert in the Odoo Business Ecosystem.


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!

Apklausa

What is a lead in Odoo?
A lead is a prospect with a confirmed sale A lead is an optional step before an opportunity A lead is a prospect that has been verified as a real person with correct contact information
What does CRM stand for?
Customer relationship management Customer resource management Client resource management
The chatter is the best way to:
Keep track of interactions with prospects Track the health of a prospective opportunity Send automated outreach to the prospect
Bilietai
Kainoraštis: US: North America (USD) (2026) Kainoraštis
US: North America (USD) (2026)

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now