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#UPERP11T03 - CRM Transaction in PT. Bank Optimis

Fellas, in PT. Bank Optimis we not only perform as finance business but also as hospital business.

So while i do task as CRM in PT. Bank Optimis, i will show you how to make transaction in Odoo.

1. Type this http://150.107.140.214:8069/web/login in URL to log in at your database according to your company name


2. Click on your own module to create the transaction



3. Click on "Saluran" to make transaction


4. If you enter the new customer then create his/her base information




5. After done the view will appear like this, then click "Simpan"



6. The transaction will appear at your "Saluran"


7. If you want to make a meeting with your customer you can make the schedule


8. Click on your schedule and activity, then create the schedule


9. Then your schedule will appear at "Saluran Pertemuan"


10. And the last if you want make your deliver and factur number then click "Penawaran"



11. Then your deliver and factur number will appear like this


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