crm.case.channel.tree crm.case.channel tree crm.case.channel.form crm.case.channel form Channels crm.case.channel form tree,form

Click to define a new channel.

Use channels to track the soure of your leads and opportunities. Channels are mostly used in reporting to analyse sales performance related to marketing efforts.

Some examples of channels: company website, phone call campaign, reseller, etc.

crm.case.section.form crm.case.section form

crm.case.section.tree crm.case.section tree child_ids Sales Teams crm.case.section form

Click to define a new sales team.

Use sales team to organize your different salespersons or departments into separate teams. Each team will work in its own list of opportunities.

crm.case.stage.tree crm.case.stage tree crm.case.stage.form crm.case.stage form Stages crm.case.stage form crm.case.categ.form crm.case.categ form crm.case.categ.tree crm.case.categ tree crm.case.resource.type.tree crm.case.resource.type tree crm.case.resource.type.form crm.case.resource.type form Campaigns crm.case.resource.type form Cases by Sales Team crm.case.section [('parent_id','=',False)] tree crm.segmentation.line.tree crm.segmentation.line tree crm.segmentation.line.form crm.segmentation.line form crm.segmentation.form crm.segmentation form crm.segmentation.tree crm.segmentation tree Segmentation crm.segmentation form Contacts Segmentation crm.segmentation form tree,form

Click to define a new customer segmentation.

Create specific categories which you can assign to your contacts to better manage your interactions with them. The segmentation tool is able to assign categories to contacts according to criteria you set.