Ansvarlig Aditi Manglesh
Siste oppdatering 13.10.2024
Completion Time 53 minutter
Medlemmer 5
Grunnleggende
  • CRM : Lead to Offer
    6Lessons · 16 min
    • Renovation Templates configuration in Odoo CRM
    • Creating a New Lead and Managing Opportunities in Odoo CRM
    • Scheduling and Managing Customer Meetings in Odoo
    • Entering Renovation Measurements and Details After Customer Meetings
    • Offer's Calculation
    • Generating and Sending Renovation Quotations in Odoo
  • Project To Invoice
    6Lessons · 37 min
    • Creating and Sending Project Data to Tripletex
    • Task Implementation Process
    • Timesheet Entry and Validation
    • Project Update and Milestones
    • Shifts Planning in Odoo
    • Creating and Sending Invoices