Faq

Q

How can I forward a lead to a partner in odoo 17?

ATo forward a lead to a partner, from the lead form hit on Actions > Forward to Partner. A pop-up appears to choose the Partner. Forwarding can be done in two ways. One is to forward the lead to “a single partner: manual selection of partner” where one can define the partner manually. So under the partner assignment tab of the lead form, the partner will be assigned. The second option is “several partners: automatic assignment, using GPS coordinates and partner’s grade” which allows adding the partner assignments for multiple chosen leads.

Q

How can I convert a bulk number of leads to opportunities in Odoo 17?

AChoose the leads in the list view and from Actions > Convert to Opportunities.

Q

Can I merge similar leads in Odoo 17?

AYes, choose the similar leads in the list view and from Actions > Merge.

Q

What are similar leads in Odoo 17?

AYes, in Odoo 18 Similar leads are those leads having the same email address, contact number, or partner address. Such leads are detected by odoo 17 and displayed in a smart tab called ‘Similar Leads’.

Q

How can I see the next planned meeting for an opportunity in Odoo 17?

AIn odoo 17, when an activity for the meeting has been scheduled a smart button appears for the available meetings which will display the next planned meeting date on it.

Q

Instead of providing commissions for each referral manually, is it possible to provide it for a certain period in odoo 15 crm?

AIn odoo15, the user gets an option called automatic PO frequency where one can set a period at which the purchase orders will be automatically confirmed, it can be done manually, where the orders will be confirmed manually by the employees or can be set to different frequencies like weekly, monthly, or quarterly.

Q

Is it possible to assign the leads periodically without doing it manually in Odoo 15?

AWith Odoo 15 new feature named Rule-Based Assignment in the settings of the CRM module, one can periodically assign leads based on rules and all sales teams will use this setting by default unless specified.

Q

Is there any way to assign the same salespersons into multiple Sales Teams in Odoo 15?

AYes, with Odoo 15 a new option is introduced in the settings of the CRM which is named Multi Teams which allows assigning salespeople to multiple sales teams.

Q

Is it possible to chat with the salesperson in Odoo 14?

AYes, from the opportunity or lead list, click on the salesperson then a chat box will appear to communicate with them.

Q

How can the opportunities be marked as won or lost in Odoo 14 CRM?

AFor an opportunity, at any pipeline stage, there will be options ‘Mark Won’ and ‘ Mark Lost’. Once the requirements are designed properly you can click on the mark as won. So it will be moved to the WON stage and then proceed by creating quotations.

On the contrary, the client withdraws or for any reason, the opportunity is not satisfactory, it can be marked as lost. Moreover, you have to mention the lost reason. Thus the opportunity will be removed from the opportunity list. Additionally, the lost one can also be restored if required.

Q

How the revenue on future sales can be analyzed in Odoo 14 CRM?

AWith the expected revenue, the future sales of the company can be analyzed in Odoo. Moreover, the expected revenue is the expected remuneration of products and services plus extra profits that the company would receive. By choosing the Pipelines under the reporting tab of the CRM module you will be depicted with the details of expected revenue created by the opportunities.