Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Is your sales department ready for peak performance? In Odoo 18 CRM, the “Sales Team” functionality provides the essential framework to organise, manage, and empower your sales force for maximum efficiency and goal achievement. This video dives into the strategic advantages and practical setup of Sales Teams in Odoo 18. You’ll learn how to: Create […]
In this in-depth tutorial, we walk you step-by-step through how to set up and manage appointments using the powerful Odoo Calendar module. Whether you’re managing client meetings, internal events, or booking sales calls — this video will help you streamline scheduling like a pro.  What you’ll learn in this video:  1. How to create […]
In this video, we’ll show you how to master all the essential planning views in Odoo — including Gantt, Calendar, List, Kanban, and more What You’ll Learn: 1.When and why to use each view 2.How to manage team schedules using the Gantt view 3.Visualize appointments and shifts with the Calendar view 4.Use List view for […]
How to Make Odoo Custom Module Development Simpler, Faster & Better – Get Started Today CBMS Assista: Odoo helper for VS Code – An intelligent code assistant designed to accelerate Odoo development in Visual Studio Code. Whether you’re building your first Odoo module or developing complex enterprise features, this extension streamlines your workflow with powerful […]
Welcome to CBMS—Your Ultimate Destination for Odoo Development & Customization! Are you diving into Odoo and lookingSub-tasks to master its powerful features? This channel is dedicated to helping developers, implementers, and Odoo enthusiasts understand and harness the full potential of Odoo ERP. 📌 What You’ll Learn Here: Odoo List View Customization Editing View Attributes & […]
In this video, learn how to quickly duplicate and reuse previous Purchase Orders (POs) in Odoo 18. Perfect for businesses that regularly reorder the same products or replenish stock with recurring suppliers.  What You’ll Learn: 1. How to duplicate existing purchase orders in just 2 clicks 2. Modify and reuse old POs with updated quantities […]
Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]
In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice. Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting […]
Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]
Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]