Yannick Tivisse
0c97b236c2
[IMP] crm: Whole documentation overhaul
...
Organize the pipeline
https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here)
Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit
Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit
Acquire leads
Convert leads into opportunities ->
https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit
Generate leads from emails ->
https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit
Generate leads from your website contact page ->
https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit
Send quotations ->
https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit
Assign and track leads
Track your prospect visits ->
https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit
Assign leads automatically based on scoring ->
https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit
Analyze performance
Check your Win/Loss ratio ->
https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit
Get an accurate probable turnover ->
https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit
Optimize your Day-to-Day work
Synchronize Google Calendar with Odoo ->
https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name)
Use VOIP services in Odoo with OnSIP ->
https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name)
Configure your VOIP Asterisk server for Odoo ->
https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
2018-04-04 13:10:59 +02:00
Yannick Tivisse
7f36557a4b
[ADD] How to synchronize your calendar with Google Calendar
2017-01-03 13:45:05 +01:00
fwi-odoo
fb4b4a67f5
[FIX] sale_ebay: move doc to sale instead of crm
2016-02-25 10:27:29 +01:00
fwi-odoo
36a2128a1f
[ADD] sale_ebay documentation
...
opw 652029
2016-01-04 14:40:29 +01:00
Yannick Tivisse
961959d21f
[ADD] crm: How to analyze the sales performance of your team and get customize reports
...
https://docs.google.com/document/d/1zkdLhXXwx20LOk6ROtSohFp9jHl_3aaJAsihQ2U-Dig/edit#
2015-10-29 15:16:28 +01:00
Martin Trigaux
eab156b58e
[ADD] crm: How to setup your teams, sales process and objectives ?
...
https://docs.google.com/document/d/1PQBF3-NkRAAJ0S7UmtVTe_7AvFQjQWTREk-r38X_qjk/edit#
2015-09-24 17:02:25 +02:00
Martin Trigaux
85f2cdc127
[IMP] all: better banners
2015-09-21 17:23:03 +02:00
Martin Trigaux
a5eb3baebb
[ADD] crm: organize pipeline page
2015-08-27 16:04:14 +02:00
Xavier Morel
c4e798e970
[ADD] demo/POC functional documentation
...
* by-application (odoo-wise) grouping
* use part of the accounting TOC defined on pad
* support for "internal" tocs & fixup front toc
* various changes and improvements to extensions
May be missing: inherited document banners?
2015-07-09 11:49:42 +02:00
