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Leads
Learning Course: Managing Leads in Odoo CRM
- 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.
- Definition of a lead
- Adding a lead to the system
- Sending messages through the CDPA platform
- Managing notes and tasks
- Accessing the platform calendar
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1.
What is a lead?
2.
What information is populated when adding a new lead?
3.
What is the purpose of the Internal Notes section?
4.
How are client replies to emails handled in the system?
5.
How is the probability or predictive lead scoring calculated in Odoo CRM?
6.
What can you do from the lead screen once a lead is selected? Select all that apply
7.
What happens when you set a task for a client?
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