[聽寫]Odoo Functional Training - CRM 02 Opportunity Management

來自專欄 Odoo功能培訓

Topics

• Which App(s) Are We Covering
• Configure Your Sales Funnel
• Convert Leads to Opportunity
• Use Activities
• A Look at The Reporting Section

Hello and welcome, in this video, well go further in our sales process, and have a look at the opportunity management. We will have a look at which app we are covering, we will see how to configure our sales funnel, we will take our lead to the next stage, and we will have a look at the use of activities, and finally a quick view at the reporting section of Odoo CRM.

Lets see which app we will use. Well, we will remain in the CRM app, and in this video, mostly we will speak about managing opportunities.

First, we need to configure our sales funnel, therefore we now go to our database. Entering the CRM app, we can see that a predefined kanban view is proposed by Odoo. This pipeline can of course be changed to fit your own business. Adding a column is just about clicking on the plus button, enter a name, we will call it "2nd Proposition", and just click on the "ADD". Changing the position of the column happens just by clicking the column and drag it where you like to have it. In this case we will put the "2nd Proposition" just after "Proposition". To get access to configuration of the column, click on the setting icon in the upper right corner. Here we can set that the probability changes automatically and enter the probability for this stage. Well set to 80% of success, if working with different sales channel, you might select for which team this column is active, note that if no team is selected, this column will be visible for all sales channel. We also have the possibility to fold the column in the pipeline and enter the requirement regarding this specific stage. Lets save it, and have a look at the opportunity itself, I will just remove the filter, and open the opportunity, we have created by sending the email, remember that the incoming email was linked to the partnership team, thats why the partnership team is by default selected for this opportunity. What can we find else, lets click first on "EDit", of course the name of the opportunity in this case related to the title of email that has been sent, a field "Expected Revenue", this field will come with the first information you will try to get from the potential client, well set it for example to 5000 dollars. The probability, coming from the configuration of the column, some information about the potential client, now this field we only be populated if the email used is recognized into our database, because this is the first time, this mail is used to create an opportunity, there is no customer link to it, and so also not visible. An expecting closing date, important for the reporting section, so I will set a date, for example, at the end of the month, information related to the sales channel and the salesperson that is linked to this channel. The priority, the more the stars you select, the higher the opportunity will be ranked in the kanban view. The tags always useful when using filter or search function, the "Internal Notes" tab, to enter most important information, and, the "Contact Information" tab, in here you can enter all information related to a potential customer. Lets quickly enter some information, we will call the company or the potential customer "Bluefish", we will enter a fake address for the video, for example "sharkstreet 1", well set it in, Los Angeles, state will be California, and a ZIP code, a website can be enter also, and we can also enter a contact name, and the title for this contact name, as well as a job position. Now all that information will become useful when this opportunity will continue is journey and become a quote, well see that later. Having entered all these data, we will just change the stage, as "Qualified", and we know now that the probability as automatically being changed.

Before we move on in the sales funnel, lets take a look back at our leads and convert them into an opportunity. Back in our database, CRM app, well go to our leads, and these are the leads we have imported just in the video before. Lets take one of them, and here above, we have the button "Convert to Opportunity", we see here that all information has been entered regarding the contact person as well as the company name, so lets click on the button, and before we go on, we have here a few possibilities. The Conversion Action, means that we will create the opportunity, it will convert this lead to an opportunity, or we also have the possibility to merge this lead with an existing opportunity. The sales channel as well as the salesperson could be changed if in case you have sales team that handles specific opportunities, and below the possibility, to create a new customer, with the data we just saw, or link it to an already existing customer, or just not creating any customer. In this case, we will create the customer, and we will now click on create opportunity, instantly, our lead has become an opportunity in the new stage, the customer has been created as well as the contact person, and all data has been taken over, as you can see here below. Lets open the customer form for example, by clicking on it, you see here a contact person has been registered properly, as well as the link to the company, and when clicking on it, we do access the company information. Back into our opportunity from the breadcrumb, and the first thing you can do with an opportunity is to create a meeting, just clicking here on the button in the upper right corner, the calendar view is opened, and we can now select a date for our first meeting with this potential client. We will put it for example on, which first changed a few, and put it on the twenty second, and call it, "1st meeting", clicking on edit, you have the possibility now to select the attendees, to put to start and end date, as well as a specific hour, or a duration, and start our, of course by clicking here, we will start at, 10 oclock in the morning, tags, you can set reminders, and the specific location for information. In the Options, you might create some recurring meeting, but it is not for use in this case. Lets save it, and the meeting has been registered. Back into our opportunity, we now have one meeting linked to this opportunity. Below we also see here in the chatter, that the meeting has been created.

This brings us to the next topic, to complete the follow-up of opportunities, we might use the activity type to generate a to-do list and better organize the daily work. Back into our database, that access the CRM, and from the configuration menu, we do access the "Activity Types". We see here that some activities has been predefined by Odoo, lets enter one of them and see what we find on information, lets click on "Edit", we find here the name of the activity, the category, note that when choosing "Meeting", when selecting "Call" as the next activity, you will be able to choose or schedule the date the activity needs to be done, a summary field to better explain what this activity is consisting in, a number of days, this number will be added to the date the activity has been created to calculate a deadline, and finally, the Recommended Next Activities in here, you can choose the activity that will be planned when the actual activity will be marked as done. You can propose one or more next activity, in this case we will just choose meeting, lets save it, and see how it works. Lets now go back to our pipeline, put the filter away, and enter our opportunity here, and schedule an activity, from below the chatter we click here on "Schedule Activity", and we can now choose amongst predefined activity types, we will select here "Call", and we see here because, we have set it as a meeting category, we can now schedule the meeting, and we do now access the calendar view, so we will select the meeting for next week for example, on Monday, 10:00 AM, we can click on edit, and enter some information, we can select the attendees, when selecting them they will receive a notification to be invited for this meeting, we can set the duration, it will last 30 minutes, the location, Brussels, and save it. Back into our opportunity, scrolling down, weve seen here now our first meeting has been planned for next Monday, note that the concept of activities is common concept in all apps in Odoo, therefore when using it in different app, youd like to have a general view of all the activity plan for you. Well here, in the upper right corner, clicking on this activity icon, shows you all activities planned and for which app there are planned. It also shows you which are late, which needs to be done as for today, and the ones that are planned in the future. When selecting the app, by default, you get the view of activities that are late or the one that needs to be done today. In this case, no one has been planned, you can refine your search by clicking directly on the ones that appears like here, 3 in the future, and by clicking here, you have now access to the 3 opportunities in this case, which for an activity is planned in the future. Validating or creating activity can be done directly from the kanban view, just like clicking here in the icon, we see in this case, the one that is planned, and we have the possibility to mark this one as "Done" easily just by clicking here on the "V" mark. We could also schedule an activity from here, if you would like to enter more details about the activity when validating it, you might do it from inside the chatter, so lets enter this opportunity, go below, and mark for example the meeting, that is still due in five days, we will mark it as "Done" and schedule a next one, we can also enter feedback, "Prepare for next meeting a few offers", by clicking "Done and Schedule Next", we see here that Odoo proposes us "Meeting" as next activity, as this was the recommended next activity that was set on the "Call" activity. Here again, we can go on and schedule the meeting, and we will plan it somewhere here, "Meeting for offers", and create it. Back into our opportunity, and inside, we find below now here that the meeting has been created. As you can see, the use of activity is very useful, and very good to organize your daily work.

Finally, lets have a look at the reporting section. Back in our database in the CRM app, we have here the reporting menu and here we find a different reporting section. Leads pipeline and activities are almost the same, by clicking on it, we get access to a graph, where we can choose among different measures, different type of graphs, and also the possibility here, to work with the private table. The last, reporting section, the sales channel here, shows you the graph that are actually predefined on your sales channels. Remember from the configuration, sales channel, for example lets take "Partnership", in the dashboard here, we can define which type of graphic wed like to see. We have a pipeline in this case, and here I told you that the expecting closing date, or the deadline on the opportunity was important, so we can choose here, that wed like to see the amount of opportunities, that will be close within a month, and a group-by by expecting closing months. So, going back into our sales, reporting section, we see here that we have a $1500 expected revenue planned for February. Of course, if your sales team works in different ways, you can for each sales team define a perfect graph.

That being said, you are now ready to manage your opportunity into Odoo, thank you for watching.