CRM - Customer Relationship & Sales Management

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Course content

Teams
- Sales Teams | Odoo CRM
- CRM Basics and Pipelines | Odoo CRM
Leads
- Lead Generation | Odoo CRM
Sales
Discount and Pricelist
Unit of Measure
Prices for B2B and B2C
- How to manage prices for Business to Customer (tax included)?
- How to manage product prices for B2B (tax excluded) and B2C (tax included)?
Tasks
- How to invoice milestones of a project?
- How to create task from sales order and invoice based on timesheet?
Subscriptions
- Set up recurring invoice, that help you to invoice regularly
- Sell subscriptions through sales quotation

Compute margin on sale order

Other

Compute margin on sale order

Some business wants the realtime computation of the marging so that sales manaer or person can propose the best price to the customer.

Let’s take the business case, sales manager check the margin on order and decide whether we can allow additional discount to the customer or not.

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CRM - Customer Relationship & Sales Management

Compute margin on sale order

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