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CRM Basics
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CRM Basics: All About Activities10 xp
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CRM Basics: Probabilities & Sales Teams10 xp
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CRM Scheduling Activities10 xp
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Custom Activities10 xp
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Activity Plans10 xp
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Won and Lost Opportunities10 xp
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Sales Teams Setup & Leads Assignment | Odoo CRM10 xp
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CRM Activities Automations and Reporting10 xp
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Sales Team Reporting10 xp
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Gmail Mailbox Plugin10 xp
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Outlook Mailbox Plugin10 xp
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Marketing Attribution Report10 xp
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Scheduled Activities & Moving Opportunities10 xp
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- Lead Generation
- Lead Management
- Performance Analysis
Lead Generation - Events, Appointments, and Website Visitors
10 XPIn this video, learn how to generate leads with Events, Appointments, and Website Visitors using Odoo's CRM app. 00:00 - 00:30 Introduction 00:31 - 02:58 Events 02:59 - 05:11 Appointments 05:12 - 08:12 Website Visitors 08:13 - 08:31 Conclusion Other lessons related to this video: - Leads: https://www.odoo.com/slides/slide/leads-620?fullscreen=1 - Lead Enrichment: https://www.odoo.com/slides/slide/lead-enrichment-858?fullscreen=1# Need more information about Odoo apps? https://www.odoo.com/documentation/user Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.
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1.
1. What is the difference between setting the "Create" field to "Per Attendee" vs. "Per Order" in an Event Lead Generation rule?
"Per Order" creates a lead for every person that registers, while "Per Attendee" creates only one lead for the whole group.
"Per Attendee" creates a lead for every single person who signs up, while "Per Order" would create one lead for the entire registration.
"Per Attendee" is only for free tickets, and "Per Order" is for paid tickets.
2.
1. What is the difference between setting the "Create" field to "Per Attendee" vs. "Per Order" in an Event Lead Generation rule?
"Per Order" creates a lead for every person that registers, while "Per Attendee" creates only one lead for the whole group.
"Per Attendee" creates a lead for every single person who signs up, while "Per Order" would create one lead for the entire registration.
"Per Attendee" is only for free tickets, and "Per Order" is for paid tickets.
3.
1. What is the difference between setting the "Create" field to "Per Attendee" vs. "Per Order" in an Event Lead Generation rule?
"Per Order" creates a lead for every person that registers, while "Per Attendee" creates only one lead for the whole group.
"Per Attendee" creates a lead for every single person who signs up, while "Per Order" would create one lead for the entire registration.
"Per Attendee" is only for free tickets, and "Per Order" is for paid tickets.
4.
In the Appointments configuration, which specific checkbox must be marked to ensure that booked meetings appear in your sales pipeline?
5.
How does Odoo identify and create leads from website visitors who don't fill out any forms?