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Working with Odoo 10

Working with Odoo 10 - Second Edition

By : Greg Moss
4 (3)
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Working with Odoo 10

Working with Odoo 10

4 (3)
By: Greg Moss

Overview of this book

Para 1: Take full advantage of the benefits of the Odoo module ecosystem whilst learning how to modernise your business with Working with Odoo 10. Covering everything from Odoo development essentials through to CRM and analytic accounting, this guide is a must-have for Odoo beginners. Para 2: A powerful set of open source enterprise management applications, Odoo 10 gives you access to a website builder, integrated e-commerce features, and a fast-growing community to allow you to transform your business. Para 3: With this Odoo book you?ll learn how to set up Odoo online, configure basic company settings, and then explore CRM in Odoo. You?ll cover all the Odoo development essentials and much more, including purchasing application, ERP systems, analytic accounting, and other recent Odoo features. Para 4: What?s Inside ? Understand Odoo installation & the basics of implementing Odoo in your business ? Explore accounting & finance setup and modules to help business efficiency ? Build a website with Odoo ? Customise and configure Odoo to an advanced level
Table of Contents (18 chapters)
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5
5. Making Goods with Manufacturing Resource Planning

Chapter 3.  Exploring Customer Relationship Management in Odoo 10

Until recently, most business and financial systems had product-focused designs, while records and fields maintained basic customer information, processes, and reporting typically revolved around product-related transactions. In the past, businesses were centered on specific products, but now the focus has shifted to center the business on the customer. A Customer Relationship Management (CRM) system provides the tools and reporting necessary to manage customer information and interactions.

In this chapter, we will cover the following:

  • Looking at what it takes to implement a CRM system as part of an overall business strategy
  • Install the CRM application and set up salespersons that can be assigned to our customers
  • Learn how to create and manage Leads
  • Create opportunities and schedule events in Odoo
  • Discover the Odoo Open Chatter feature
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