Viken Onboarding
| Responsible | Aditi Manglesh |
|---|---|
| Last Update | 04/11/2024 |
| Completion Time | 17 minutes |
| Members | 5 |
Share This Course
Share Link
Share on Social Media
Share by Email
Please login to share this Viken Onboarding by email.
-
CRM For Cleaning Companies9Lessons · 17 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
-
Project Management to Invoicing
-