- Click to create a claim category. -
-- Create claim categories to better manage and classify your - claims. Some examples of claims can be: preventive action, - corrective action. -
-- Click to setup a new stage in the processing of the claims. -
-- You can create claim stages to categorize the status of every - claim entered in the system. The stages define all the steps - required for the resolution of a claim. -
-- Record and track your customers' claims. - Claims may be linked to a sales order or a lot. - You can send emails with attachments and keep the full history for a claim (emails sent, intervention type and so on). - Claims may automatically be linked to an email address using the mail gateway module. -
-Click to add a new category.
-- Create specific phone call categories to better define the type of - calls tracked in the system. -
-- Click to log the summary of a phone call. -
-- Odoo allows you to log inbound calls on the fly to track the - history of the communication with a customer or to inform another - team member. -
-- In order to follow up on the call, you can trigger a request for - another call, a meeting or an opportunity. -
-Click to schedule a call
-- Odoo allows you to easily define all the calls to be done - by your sales team and follow up based on their summary. -
-- You can use the import feature to massively import a new list of - prospects to qualify. -
-- Record reason for close commercial visits. -
-- Create and plan commercial visit templates -
-- Record and track my sales commercial visits. -
-- Record and track all sales commercial visits. -
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