How we can map product or services while creating lead
Denna fråga har flaggats
1
Besvara
1502
Vyer
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.
Njuter du av diskussionen? Läs inte bara, delta också!
Skapa ett konto idag för att ta del av exklusiva funktioner och engagera dig i vår fantastiska community!
Registrera dig
By default, you can't. But, you can create a draft Quotation and just not yet send it to your customer.