Customer form on Opportunities

    15.00 € 15.00 € 15.0 EUR

    15.00 €

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    Story behind the feature

    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 feature 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