How Lead/opportunity Can Be Forward to Partner in Odoo 16 CRM | Odoo 16 Functional Tutorials

Описание: In Odoo 16 CRM, forwarding a lead or opportunity to a partner allows you to delegate the responsibility of managing that lead or opportunity to another person or team within your organization. There are several reasons why you might want to forward a lead or opportunity to a partner:

Specialization
Geographic Coverage
Capacity and Workload
Partner Relationship
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Suppose you run an IT consulting company that provides a range of services such as software development, cloud solutions, and cybersecurity. Your sales team manages incoming leads and opportunities, but due to the increasing volume of leads, they are struggling to effectively follow up on all of them.

In this situation, you decide to forward leads and opportunities to appropriate partners who specialize in specific areas.

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