Odoo CRM Module (Sales Team Management)
Leads are created from website pages and campaigns using features like Lead Mining and Scoring. The module may quickly generate and analyze analytical reports on the activities performed with it. Configuring the module's many characteristics allows you to run the module according to your company's needs.
Odoo CRM Module Sales Teams
Odoo CRM Module Sales Teams Management
Because Odoo's CRM and Sales modules are connected, you can configure and manage sales teams directly from the CRM module. You can examine a list of Sales Teams, together with their Alias, Team Leader, and Company name, by selecting the Sales Teams option from the Configuration tab. The Group By option can be used to group Sales Teams based on their Team Leader.
Click the EDIT button to make changes to the sales team's information. By selecting the ASSIGN LEADS button, you can assign leads to members of your sales team. Click the Actions button and select the Open Sessions option to see the open sessions.
Odoo CRM Module (Activity Types)
More information can be acquired by selecting an Activity Type from the list. Name of the Activity Type, Activity Settings, Action to be taken, name of the Default User, Default Summary, Default Note, Next Activity, Trigger, Email Templates, and Schedule are some of the details included.
With the Odoo 15 CRM module, you can get a comprehensive image of the prospects you've created, manage them with effective sales teams, and allocate them to appropriate activities. The setup of Sales Teams aids in the formation of a productive team to handle the produced leads. Odoo CRM allows you to distribute leads to multiple sales teams. Members of the sales team can be added based on their potential. You can plan activities with produced leads and familiarize them with the company's products and services by configuring Activity Types. You may simply turn chances into sales orders if you maintain consistent contact with the leads. Existing clients can also be targeted with Activity Types in order to keep them loyal to the brand. In a nutshell, Odoo CRM is the most effective tool for managing and growing your customer relationships.