Hi,
I created a number of new leads with the relevant information including some internal notes. However, I've just noticed that when I go back into the individual leads the information is gone i.e. address & internal notes are blank.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Financeiro
- Inventário
- PoS
- Project
- MRP
Esta pergunta foi sinalizada
1
Responder
4540
Visualizações
Leads are temporary records that turn in to opportunities related to new or existing customers.
Check out the documentation:
Está gostando da discussão? Não fique apenas lendo, participe!
Crie uma conta hoje mesmo para aproveitar os recursos exclusivos e interagir com nossa incrível comunidade!
Inscreva-se| Publicações relacionadas | Respostas | Visualizações | Atividade | |
|---|---|---|---|---|
|
1
abr. 23
|
3978 | ||
|
2
set. 18
|
3586 | ||
|
User/Employee can't view all customers
Resolvido
|
|
6
mai. 24
|
10792 | |
|
0
jan. 17
|
3569 | ||
|
0
jun. 16
|
4065 |
Also, It would be great if somebody could explain the workflow regarding leads orpoint me to an up to date tutorial. It's a little confusing when I use "Leads" to add customer info only to find the info is added to "Customers" but "Leads" remain empty.
Anyone got ideas?