Revise in odoo

Odoo has a contact form module that allows users to generate leads from a website. The contact form can be added to a website page labeled "Contact Us" which redirects visitors to submit their information. This information then generates a new lead record in the CRM module. The lead can then be enriched with more details, have a quotation created, and progressed through other stages as needed. Additional resources on the company website and YouTube provide more information on configuring and using this lead generation process in Odoo.

The document discusses the social media marketing module in Odoo 15, which allows businesses to connect popular social media accounts like Facebook, Twitter, and Instagram directly in Odoo. It provides instructions on adding social media streams, publishing posts to multiple accounts simultaneously, and setting up campaigns and push notifications to engage customers. The social media module helps automate marketing efforts and provides analytics on campaign performance.

Importing your bank statements in Odoo Accounting allows you to keep track of the financial movements that occur on your bank accounts and reconcile them with the transactions recorded in your accounting.If you don’t want to use bank synchronization or if your bank is not a supported institution, you still have other options as follows Import the bank statement files delivered by your bank. Register the bank statements manually.

Payment terms often allow Customers to plan their Payments easily and proceed with the purchases accordingly. Payment Terms can be applied to sales orders, customer invoices, supplier bills, and contacts. At the same time, it will ensure you preserve proper cash flow in the business without clutters or payment lags. You can access this feature from the Accounting module of Odoo. Defining Payment Terms automatically calculates the payments’ due dates. This is particularly helpful for managing installment plans.

In odoo 15 While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. While in your pipeline, select any opportunity you want and you will see a Lost button. You can then select an existing Lost Reason or create a new one right there.

CRM in Odoo 15 can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal (receipt age and installment).Odoo15 coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental advances engaged with following a deal can be recorded as beneath. Each stage refers to a specific step in the sale cycle and specifically the sale readiness of your potential customer. The number of stages in the sales funnel varies from one company to another.

The reordering rule helps the business to ensure the availability of the minimum quantity of a product

Odoo is an open-source ERP. Odoo can be used both on premises or in the cloud. Odoo has a highly integrated modular structure so that required modules can be installed whenever needed.

Odoo 14 has a discussion module that will act as a platform for the discussion on various aspects of company operations.