Digital Agency Website
Digital Agency Website
In this video, learn how to used canned responses in Odoo! 0:00 – Intro 0:40 – Manage & configure canned responses 0:59 – Creating a new canned response 2:39 – Adding authorize groups 4:07 – Using canned responses in Helpdesk 5:10 – Using canned responses in Discuss 5:40 – Conclusion **Check out more Odoo tutorials** […]
In this video, learn how to schedule meetings using Odoo Calendar. Intro: 0:00 Scheduling in chatter: 0:29 Scheduling in calendar: 1:14 Event configuration: 2:15 Sending calendar invites: 5:00 View scheduled event in chatter: 6:04 Conclusion: 6:13 **Check out more Odoo tutorials** – Contacts: – Schedule Activities: **App documentation** – Activities: – All docs: **See what Odoo […]
In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]
In this video, learn how to use the Surveys app to create scored tests and provide proof of certification. **Check out more Odoo tutorials** – Survey playlist: – Survey essentials: – Survey questions and sections: **App documentation** – Survey docs: – Scoring Surveys: – Create Surveys: **See what Odoo can do for you!** – Schedule […]
In this video, learn how to configure access rights for your sales team. Intro- 00:00 Setup sales manager- 00:47 Setup salesperson- 03:43 Workflow #1- 05:35 Workflow #2- 07:22 Outro- 08:25 **Check out more Odoo tutorials** – CRM playlist: – CRM Basics: – Sales teams: **App documentation** – CRM Docs: – Sales Docs: – Forecast report: […]