Openerp outlook plugin installation

In order to move your lead to next state or level from the list of leads, you can use the button that looks like green, right arrow. When a qualified lead requires further actions, you can turn the lead into a partner and, eventually, a sales opportunity. It can be useful in terms of database of Potential Prospects that you want to load into OpenERP to handle them all the same time.

For example in Call centres it is required to call prospects from Lead database. You can also import link from your system by clicking on import link. This enables you to check periodically on your work to do. Leads can also be prioritized in OpenERP. Salespeople can assign a priority to their lead, and then start working on their leads from the top of the list, which is sorted by priority.

Each opportunity has to be followed by a salesperson and deciding whether to Qualify the opportunity either by making a Quotation or by Cancelling the Opportunity. Opportunities can be connected to the email gateway i. You and your sales team s will be able to plan meetings and phone calls from opportunities, convert them into quotations, manage related documents, track all customer-related activities, and much more.

If so, OpenERP will directly propose to merge the new contact with the partner found. You can also link emails with attachments to OpenERP, to avoid information getting lost. Download in. Zoom Rooms for Conference Rooms and Touchscreen Displays Install the Zoom Rooms Win application to setup your conference room for one-touch meeting and calendar integration.

All rights reserved. New functionality is integrated into the development branch. This branch is more advanced than the stable branch, but it can contain undiscovered and unfixed faults. A new development release is made every month or so, and OpenERP has made the code repository available so you can download the very latest revisions if you want.

The stable branch is designed for production environments. Here, releases of new functionality are made only about once a year after a long period of testing and validation.

Only bug fixes are released through the year on the stable branch. If you have previously tried to install the All-In-One version of OpenERP, you will have to uninstall that first, because various elements of a previous installation could interfere with your new installation. Double-click the installer file to install OpenERP and accept the default parameters on each dialog box as you go. Delete Convert as a answer. Hello, Now plugin present in v7 is working fine in windows7 machine 64 bit with outlook 32bit.

Any idea? Brett Lehrer. Pataki Tibor. Anand Patel. Please install. Alain Van Utterbeeck.