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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)
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1.5 KiB
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56 lines
1.5 KiB
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===========================
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Track your prospects visits
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===========================
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Tracking your website pages will give you much more information about
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the interests of your website visitors.
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Every tracked page they visit will be recorded on your lead/opportunity
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if they use the contact form on your website.
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Configuration
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=============
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To use this feature, install the free module *Lead Scoring* under your
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*Apps* page (only available in Odoo Enterprise).
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.. image:: media/prospect_visits01.png
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:align: center
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Track a webpage
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===============
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Go to any static page you want to track on your website and under the
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*Promote* tab you will find *Optimize SEO*
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.. image:: media/prospect_visits02.png
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:align: center
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There you will see a *Track Page* checkbox to track this page.
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.. image:: media/prospect_visits03.png
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:align: center
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See visited pages in your leads/opportunities
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=============================================
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Now each time a lead is created from the contact form it will keep track
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of the pages visited by that visitor. You have two ways to see those
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pages, on the top right corner of your lead/opportunity you can see a
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*Page Views* button but also further down you will see them in the
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chatter.
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Both will update if the viewers comes back to your website and visits
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more pages.
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.. image:: media/prospect_visits04.png
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:align: center
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.. image:: media/prospect_visits05.png
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:align: center
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The feature will not repeat multiple viewings of the same pages in the
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chatter.
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Your customers will no longer be able to keep any secrets from you!
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