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Viken Onboarding

Viken Onboarding

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Responsible Aditi Manglesh
Last Update 13/09/2024
Completion Time 10 minutes
Members 3
  • CRM For Cleaning Companies
    8Lessons · 10 min
    • CRM and Sales Pipeline.
    • How to create a new opportunity.
    • How to assign the opportunity and schedule activity.
    • Schedule a meeting from Odoo
    • Adding notes and email
    • Quotation Creation and Sales Order
    • Sending the offer through email and attaching moply's contract to mail
    • Quotation Preview in website