Input contoh data

🟢 Langkah 2: Input Contoh Data Lead/Opportunity

🔹 Data Dummy yang Kita Gunakan

• Company (Customer): PT Sinar Jaya Abadi

• Contact Person: Andi Setiawan (Procurement Manager)

• Email: andi.setiawan@sinarjaya.co.id

• Phone: 0812-3456-7890

• Opportunity Name: Implementasi Odoo ERP – PT Sinar Jaya Abadi

• Expected Revenue: Rp 150.000.000

• Probability: 20% (karena masih tahap awal)

• Stage: Qualified

• Salesperson: Budi (Sales Executive)

• Sales Team: Sales Retail Indonesia

• Tags: Prospek, Retail

• Next Activity: Meeting – Presentasi Solusi ERP, Kamis 10 Oktober 2025 pukul 10:00 WITA

• Notes: “Butuh penjelasan after-sales support & SLA. Lead masuk dari Email Campaign Prospek Retail.”

🔹 Cara Input di Form Odoo

1. Klik CRM → Create (form kosong muncul).

2. Isi field sesuai data di atas:

   • Opportunity/Lead Name = Implementasi Odoo ERP – PT Sinar Jaya Abadi

   • Customer = PT Sinar Jaya Abadi (auto dari Contacts)

   • Contact Person = Andi Setiawan

   • Email = andi.setiawan@sinarjaya.co.id

   • Phone = 0812-3456-7890

   • Expected Revenue = 150,000,000

   • Probability = 20%

   • Stage = Qualified

   • Salesperson = Budi

   • Sales Team = Sales Retail Indonesia

   • Tags = Prospek, Retail

   • Next Activity = Meeting (Presentasi ERP – 10/10/2025)

   • Notes = Butuh penjelasan after-sales support & SLA.

3. Klik Save.

🔎 Output Setelah Save

• Lead langsung tampil di Pipeline (Kanban) pada kolom Qualified.

• Card yang muncul kira-kira seperti ini (versi teks):

-------------------------------------------------
Implementasi Odoo ERP – PT Sinar Jaya Abadi
Customer: PT Sinar Jaya Abadi
Contact: Andi Setiawan | 0812-3456-7890
Expected Revenue: Rp 150.000.000
Next Activity: Meeting (10/10/2025)
Salesperson: Budi
Tags: Prospek, Retail
-------------------------------------------------

📌 Dari sini kita siap lanjut ke detail contoh spesifik:
Opportunity: Penawaran Software Odoo ke PT Sinar Jaya Abadi.