Custom Activities | Odoo CRM – CBMS Odoo ERP

In this video, learn how to create custom activities with Odoo CRM. **Check out more Odoo tutorials** – CRM Activities Automations and Reporting:  – CRM Scheduling Activities:  – CRM Lead & Opportunity Basics:  **App documentation** – Pipeline Analysis:  – Email templates:  – Merge similar leads and opportunities:  **See what Odoo can do for you!** – Schedule […]

Activity Plans | Odoo CRM – CBMS Odoo ERP

In this video, learn how to activity plans with Odoo CRM. **Check out more Odoo tutorials** – CRM Activities Automations and Reporting:  – CRM Scheduling Activities:  – CRM Lead & Opportunity Basics:  **App documentation** – Pipeline Analysis:  – Manage sales teams:  – Merge similar leads and opportunities:  **See what Odoo can do for you!** – Schedule […]

Overtime | Odoo Attendances – CBMS Odoo ERP

In this video, learn how to configure overtime rules in the Attendance app, and approve overtime. **Check out more Odoo tutorials** – Attendances Basics:  – Attendances Management:  – Work Entries:  **App documentation** – Check in and out:  – Work approvals and overtime: – Attendance logs:  **See what Odoo can do for you!** – Schedule a demo:  – […]

Working with Perishable Products | Odoo Inventory – CBMS Odoo ERP

In this video, learn how to work with perishable products, remove them from inventory, and account for them in the Profit and Loss Report. **Check out more Odoo tutorials** – Lots & Serial Numbers:  – FEFO Removal Strategy:  **App documentation** – Expiration dates:  – Serial numbers:  – Lot numbers:  – FEFO removal strategy:  – All Inventory documentation:  […]

CRM Basics: All About Activities | Odoo CRM – CBMS Odoo ERP

In this video, learn how to read the pipeline, create activities, and schedule meetings with Odoo CRM. **Check out more Odoo tutorials** – CRM Activities Automations and Reporting:  – CRM Scheduling Activities:  – Sales Teams Setup & Leads Assignment:  **App documentation** – Pipeline Analysis:  – Lost opportunities:  – Manage sales teams:  **See what Odoo can […]