CRM pre-defined question list in Opportunities

This product is no longer available.


Classic

30-day money-back guarantee
Buy now, get in 2 days

STORY BEHIND THE FEATURES

odoo behavior

In Odoo Standard, the opportunity is an open object without an easy way to pre-defined the sales speech of your sales team.

cluedoo behavior

When you contact a prospect, you need to ask a list of questions to better understand customer needs and so qualify opportunities.

Pre-defined questions on opportunities help your salesteam to keep in mind all the key questions, select pre-defined answers and record notes and specific answers.

module +

Easy to configure and so to support salesteam by providing key questions and expected answers. A good support for sales teams.

 

cluedoo recommendation

To be installed on your CRM if your sales speech is following a general list of questions or if you need to get mandatory answers from your customer.

 

OUR FEATURES AS SOLUTION

Provide questions and answers for opportunities

HOW TO USE THIS MODULE ?

1

On CRM > Configuration, we have Question / Answer menu

2

On CRM question form view, we can set also the answer.

3

On Pipeline form view, Internal Notes tab, it provides the table to put the question, answer, and custom answer