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CRM
Learning Course: CRM Overview
Video Topic: CRM Overview
Instructions:
- Introduction to CRM
- CRM (Customer Relationship Management) is used to track a client's journey through various stages of the sales funnel.
- Key Stages Covered in the Video
- Lead Stage
- Opportunity Stage
- Design Order Stage
- Sales Order Stage
15 minutes
1 steps
Leads
Introduction to Leads
- This video teaches you about leads, adding leads to the platform, sending messages, managing notes and tasks, and accessing the platform calendar.
- Key Points Covered in the Video
- Definition of a lead
- Adding a lead to the system
- Sending messages through the CDPA platform
- Managing notes and tasks
- Accessing the platform calendar
1 hour
1 steps
Opportunity
Key Points Covered in the Video
- Introduction to the Opportunity Stage
- This video covers when a lead converts to an opportunity, how to convert a lead, the stages of the opportunity phase, and sending quotes.
- Conversion of a lead to an opportunity
- Steps in the opportunity stage: quotation, design, invoicing, production preparation
- Sending quotes to clients
0 steps
Design Orders
Key Points Covered in the Video
- Introduction to Design Orders
- This video covers how to create a design order, share design information, and manage the design stages in Odoo CRM.
- Converting a quotation to a design order
- Creating a design order
- Sharing design information via Google Drive
- Managing design stages from creation to print readiness
0 steps