Viken Onboarding
| Ansvarlig | Aditi Manglesh |
|---|---|
| Siste oppdatering | 04.11.2024 |
| Completion Time | 17 minutter |
| Medlemmer | 5 |
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CRM For Cleaning Companies9Lessons · 17 min
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CRM and Sales Pipeline.
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How to create a new opportunity.
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How to assign the opportunity and schedule activity.
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Schedule a meeting from Odoo
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Adding notes and email
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Quotation Creation and Sales Order
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Sending the offer through email and attaching moply's contract to mail
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Quotation Preview in website
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Project Management to Invoicing
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