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How to Add Leads ODOO CRM and export Leads Locally
In this Guide - How to Add Leads into ODOO CRM
To add leads in Odoo CRM, navigate to the CRM module and click on the "Create" button to enter lead details such as name, contact information, and lead source.
Once saved, the lead will appear in your pipeline.
To export leads locally, go to the list view of your leads, select the records you want, click on the "Action" menu, and choose "Export." Select the fields you need, then export the file in your desired format, such as Excel or CSV, for local use.
If you are looking ODOO ERP software please enquiry to https://phoenixwebdesign.ae/odoo-erp-software/
Видео How to Add Leads ODOO CRM and export Leads Locally канала Phoenix Web Design
To add leads in Odoo CRM, navigate to the CRM module and click on the "Create" button to enter lead details such as name, contact information, and lead source.
Once saved, the lead will appear in your pipeline.
To export leads locally, go to the list view of your leads, select the records you want, click on the "Action" menu, and choose "Export." Select the fields you need, then export the file in your desired format, such as Excel or CSV, for local use.
If you are looking ODOO ERP software please enquiry to https://phoenixwebdesign.ae/odoo-erp-software/
Видео How to Add Leads ODOO CRM and export Leads Locally канала Phoenix Web Design
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20 мая 2025 г. 18:09:06
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